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Focus Financial Network’s Lockheed Martin LMT Stock Holding History

Focus Financial Network’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 		$933K Buy
1,832
+73
+4% +$39.5K 0.03% 357
2026
Q1 		$1.06M Sell
1,759
-487
-22% -$300K 0.04% 303
2025
Q4 		$1.09M Sell
2,246
-197
-8% -$94.3K 0.04% 289
2025
Q3 		$1.22M Sell
2,443
-162
-6% -$73.5K 0.04% 271
2025
Q2 		$1.21M Buy
2,605
+50
+2% +$23.4K 0.05% 264
2025
Q1 		$1.14M Sell
2,555
-130
-5% -$59.8K 0.05% 269
2024
Q4 		$1.3M Buy
2,685
+254
+10% +$138K 0.05% 244
2024
Q3 		$1.42M Buy
2,431
+15
+0.6% +$8.05K 0.06% 223
2024
Q2 		$1.15M Buy
2,416
+121
+5% +$55.9K 0.05% 253
2024
Q1 		$1.05M Sell
2,295
-9,430
-80% -$4.13M 0.05% 248
2023
Q4 		$5.31M Buy
11,725
+9,458
+417% +$4.19M 0.2% 110
2023
Q3 		$927K Sell
2,267
-113
-5% -$50.1K 0.05% 245
2023
Q2 		$1.1M Buy
2,380
+41
+2% +$19K 0.06% 222
2023
Q1 		$1.11M Buy
2,339
+238
+11% +$112K 0.07% 215
2022
Q4 		$1.02M Sell
2,101
-1
-0% -$465 0.08% 181
2022
Q3 		$812K Buy
2,102
+45
+2% +$18.8K 0.07% 210
2022
Q2 		$884K Sell
2,057
-1,344
-40% -$590K 0.07% 208
2022
Q1 		$1.5M Sell
3,401
-6,076
-64% -$2.46M 0.1% 156
2021
Q4 		$3.37M Buy
9,477
+330
+4% +$114K 0.49% 50
2021
Q3 		$3.16M Sell
9,147
-8
-0.1% -$2.9K 0.42% 57
2021
Q2 		$3.46M Buy
9,155
+199
+2% +$76.5K 0.46% 56
2021
Q1 		$3.31M Buy
8,956
+6,478
+261% +$2.22M 0.39% 56
2020
Q4 		$880K Buy
2,478
+199
+9% +$73.2K 0.08% 192
2020
Q3 		$873K Sell
2,279
-189
-8% -$72.1K 0.08% 194
2020
Q2 		$901K Sell
2,468
-218
-8% -$82.3K 0.1% 174
2020
Q1 		$910K Buy
2,686
+208
+8% +$81.8K 0.12% 149
2019
Q4 		$965K Buy
2,478
+5
+0.2% +$1.92K 0.12% 159
2019
Q3 		$965K Buy
2,473
+128
+5% +$48.1K 0.13% 141
2019
Q2 		$853K Buy
2,345
+138
+6% +$46.2K 0.13% 151
2019
Q1 		$662K Buy
+2,207
New +$647K 0.11% 171

Other funds holding LMT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Focus Financial Network's LMT Position: Q2 2026 in Review

Focus Financial Network increased its Lockheed Martin (LMT) stake by 4.2% in Q2 2026, buying an estimated $39.5K and bringing the position to 1,832 shares worth $933K. The position accounts for 0.03% of the portfolio, ranked #357.

Focus Financial Network first reported a position in LMT in Q1 2019 and has held it in 30 quarters since. The position peaked at $5.31M in Q4 2023. 1,126 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Focus Financial Network held 1,832 shares of Lockheed Martin worth $933K as of Q2 2026.
  • Focus Financial Network bought 73 Lockheed Martin shares in Q2 2026, an estimated $39.5K.
  • Lockheed Martin made up 0.03% of Focus Financial Network's portfolio in Q2 2026, its #357 holding.
  • Focus Financial Network first reported a position in Lockheed Martin in Q1 2019 and has held it in 30 quarters since.
  • Focus Financial Network's Lockheed Martin position peaked at $5.31M in Q4 2023.
  • 1,126 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.