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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Lockheed Martin LMT Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$62.7K Buy
123
+54
+78% +$29.2K 0.02% 291
2026
Q1 		$41.7K Hold
69
– – 0.01% 313
2025
Q4 		$33.4K Sell
69
-33
-32% -$15.8K 0.01% 350
2025
Q3 		$50.9K Buy
102
+33
+48% +$15K 0.02% 274
2025
Q2 		$32K Sell
69
-137
-67% -$64.1K 0.01% 309
2025
Q1 		$92K Buy
206
+22
+12% +$10.1K 0.03% 207
2024
Q4 		$89.5K Buy
184
+1
+0.5% +$545 0.04% 196
2024
Q3 		$107K Sell
183
-24
-12% -$12.9K 0.06% 153
2024
Q2 		$97.1K Buy
207
+1
+0.5% +$462 0.06% 153
2024
Q1 		$93.7K Buy
206
+17
+9% +$7.45K 0.06% 149
2023
Q4 		$85.7K Hold
189
– – 0.05% 148
2023
Q3 		$77.3K Sell
189
-5,131
-96% -$2.28M 0.06% 145
2023
Q2 		$23K Buy
5,320
+5,270
+10,540% +$2.45M 0.02% 189
2023
Q1 		$23.6K Hold
50
– – 0.02% 194
2022
Q4 		$24.3K Buy
+50
New +$23.2K 0.02% 185

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s LMT Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Lockheed Martin (LMT) stake by 78% in Q2 2026, buying an estimated $29.2K and bringing the position to 123 shares worth $62.7K. The position accounts for 0.02% of the portfolio, ranked #291.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $107K in Q3 2024. 1,812 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 123 shares of Lockheed Martin worth $62.7K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 54 Lockheed Martin shares in Q2 2026, an estimated $29.2K.
  • Lockheed Martin made up 0.02% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #291 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Lockheed Martin position peaked at $107K in Q3 2024.
  • 1,812 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.