First Heartland Consultants’s Lockheed Martin LMT Stock Holding History

First Heartland Consultants’s Portfolio LMT Stock Details LMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$545K	Buy	1,069 +318	+42%	+$172K	0.04%	313
2026 Q1	$454K	Sell	751 -109	-13%	-$67.1K	0.03%	304
2025 Q4	$416K	Sell	860 -3	-0.3%	-$1.44K	0.03%	326
2025 Q3	$431K	Sell	863 -47	-5%	-$21.3K	0.03%	315
2025 Q2	$422K	Buy	910 +7	+0.8%	+$3.28K	0.04%	307
2025 Q1	$403K	Sell	903 -13	-1%	-$5.98K	0.04%	279
2024 Q4	$445K	Buy	+916	New	+$499K	0.05%	258
2024 Q3	–	Sell	-929	Closed	-$434	–	479
2024 Q2	$434	Sell	929 -18	-2%	-$8.32K	0.03%	287
2024 Q1	$431K	Sell	947 -6	-0.6%	-$2.63K	0.04%	273
2023 Q4	$432K	Buy	953 +101	+12%	+$44.7K	0.05%	228
2023 Q3	$348K	Buy	852 +13	+2%	+$5.77K	0.04%	265
2023 Q2	$387K	Sell	839 -99	-11%	-$46K	0.05%	245
2023 Q1	$444K	Sell	938 -15	-2%	-$7.03K	0.07%	221
2022 Q4	$464K	Buy	953 +104	+12%	+$48.3K	0.07%	206
2022 Q3	$328	Sell	849 -19	-2%	-$7.93K	0.03%	240
2022 Q2	$373K	Buy	868 +2	+0.2%	+$878	0.06%	218
2022 Q1	$382K	Sell	866 -4	-0.5%	-$1.62K	0.06%	219
2021 Q4	$309	Sell	870 -88	-9%	-$30.4K	0.01%	267
2021 Q3	$331K	Sell	958 -307	-24%	-$111K	0.05%	260
2021 Q2	$479K	Sell	1,265 -146	-10%	-$56.1K	0.07%	216
2021 Q1	$521K	Sell	1,411 -402	-22%	-$138K	0.08%	195
2020 Q4	$644K	Sell	1,813 -111	-6%	-$40.8K	0.11%	141
2020 Q3	$738K	Sell	1,924 -1,036	-35%	-$395K	0.14%	113
2020 Q2	$1.08M	Sell	2,960 -47	-2%	-$17.8K	0.21%	97
2020 Q1	$1.02M	Sell	3,007 -1,293	-30%	-$509K	0.26%	82
2019 Q4	$1.67M	Buy	4,300 +573	+15%	+$220K	0.33%	77
2019 Q3	$1.45M	Sell	3,727 -14	-0.4%	-$5.26K	0.31%	83
2019 Q2	$1.36M	Sell	3,741 -4	-0.1%	-$1.34K	0.33%	77
2019 Q1	$1.12M	Buy	3,745 +4	+0.1%	+$1.17K	0.32%	76
2018 Q4	$979K	Sell	3,741 -120	-3%	-$36.4K	0.37%	72
2018 Q3	$1.34M	Buy	3,861 +376	+11%	+$121K	0.42%	66
2018 Q2	$1.03M	Buy	3,485 +88	+3%	+$28.4K	0.36%	72
2018 Q1	$1.15M	Buy	3,397 +1,013	+42%	+$345K	0.34%	80
2017 Q4	$766K	Sell	2,384 -142	-6%	-$44.8K	0.23%	111
2017 Q3	$784K	Sell	2,526 -19	-0.7%	-$5.67K	0.19%	154
2017 Q2	$706K	Buy	2,545 +1,550	+156%	+$426K	0.18%	155
2017 Q1	$266K	Buy	995 +164	+20%	+$43K	0.07%	275
2016 Q4	$208K	Sell	831 -74	-8%	-$18.5K	0.06%	301
2016 Q3	$217K	Buy	905 +79	+10%	+$19.8K	0.06%	287
2016 Q2	$205	Buy	+826	New	+$195K	0.02%	281

Other funds holding LMT

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

First Heartland Consultants's LMT Position: Q2 2026 in Review

First Heartland Consultants increased its Lockheed Martin (LMT) stake by 42% in Q2 2026, buying an estimated $172K and bringing the position to 1,069 shares worth $545K. The position accounts for 0.04% of the portfolio, ranked #313.

First Heartland Consultants first reported a position in LMT in Q2 2016 and has held it in 40 quarters since. The position peaked at $1.67M in Q4 2019. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

First Heartland Consultants held 1,069 shares of Lockheed Martin worth $545K as of Q2 2026.
First Heartland Consultants bought 318 Lockheed Martin shares in Q2 2026, an estimated $172K.
Lockheed Martin made up 0.04% of First Heartland Consultants's portfolio in Q2 2026, its #313 holding.
First Heartland Consultants first reported a position in Lockheed Martin in Q2 2016 and has held it in 40 quarters since.
First Heartland Consultants's Lockheed Martin position peaked at $1.67M in Q4 2019.
898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.