Flywheel Private Wealth’s Lockheed Martin LMT Stock Holding History

Flywheel Private Wealth’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	$291K	Sell	571 -1	-0.2%	-$541	0.14%	78
2026 Q1	$345K	Hold	572	–	–	0.2%	65
2025 Q4	$276K	Hold	572	–	–	0.17%	67
2025 Q3	$285K	Hold	572	–	–	0.22%	62
2025 Q2	$265K	Hold	572	–	–	0.21%	66
2025 Q1	$255K	Hold	572	–	–	0.23%	72
2024 Q4	$278K	Buy	+572	New	+$312K	0.26%	63

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

Flywheel Private Wealth's LMT Position: Q2 2026 in Review

Flywheel Private Wealth reduced its Lockheed Martin (LMT) stake by 0.17% in Q2 2026, selling an estimated $541 and leaving 571 shares worth $291K. The position accounts for 0.14% of the portfolio, ranked #78.

Flywheel Private Wealth first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $345K in Q1 2026. 908 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Flywheel Private Wealth held 571 shares of Lockheed Martin worth $291K as of Q2 2026.
Flywheel Private Wealth sold 1 Lockheed Martin share in Q2 2026, an estimated $541.
Lockheed Martin made up 0.14% of Flywheel Private Wealth's portfolio in Q2 2026, its #78 holding.
Flywheel Private Wealth first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
Flywheel Private Wealth's Lockheed Martin position peaked at $345K in Q1 2026.
908 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.