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Formidable Asset Management’s Lockheed Martin LMT Stock Holding History

Formidable Asset Management’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 		$703K Sell
1,163
-42
-3% -$22.7K 0.11% 183
2026
Q1 		$583K Hold
1,205
– – 0.09% 203
2025
Q4 		$602K Sell
1,205
-89
-7% -$42.6K 0.09% 214
2025
Q3 		$599K Buy
1,294
+143
+12% +$64.9K 0.09% 204
2025
Q2 		$514K Hold
1,151
– – 0.09% 222
2025
Q1 		$514K Sell
1,151
-198
-15% -$91.1K 0.09% 222
2024
Q4 		$656K Sell
1,349
-25
-2% -$13.6K 0.11% 183
2024
Q3 		$803K Sell
1,374
-106
-7% -$56.9K 0.13% 154
2024
Q2 		$691K Sell
1,480
-129
-8% -$59.6K 0.11% 181
2024
Q1 		$709K Buy
1,609
+617
+62% +$270K 0.12% 185
2023
Q4 		$450K Hold
992
– – 0.09% 182
2023
Q3 		$406K Hold
992
– – 0.09% 191
2023
Q2 		$457K Hold
992
– – 0.1% 182
2023
Q1 		$482K Sell
992
-12
-1% -$5.63K 0.1% 178
2022
Q4 		$488K Hold
1,004
– – 0.11% 165
2022
Q3 		$462K Sell
1,004
-20
-2% -$8.35K 0.11% 167
2022
Q2 		$439K Buy
1,024
+7
+0.7% +$3.07K 0.1% 186
2022
Q1 		$449K Buy
1,017
+12
+1% +$4.87K 0.09% 194
2021
Q4 		$364K Hold
1,005
– – 0.07% 228
2021
Q3 		$347K Buy
1,005
+245
+32% +$88.7K 0.07% 246
2021
Q2 		$287K Buy
+760
New +$292K 0.06% 240
2016
Q2 		– Sell
-265
Closed -$59K – 313
2016
Q1 		$59K Buy
265
+15
+6% +$3.23K 0.04% 187
2015
Q4 		$54K Hold
250
– – 0.04% 212
2015
Q3 		$51K Hold
250
– – 0.03% 226
2015
Q2 		$46K Hold
250
– – 0.03% 223
2015
Q1 		$48K Hold
250
– – 0.03% 209
2014
Q4 		$48K Hold
250
– – 0.03% 201
2014
Q3 		$48K Hold
250
– – 0.03% 197
2014
Q2 		$40K Hold
250
– – 0.02% 226
2014
Q1 		$40K Hold
250
– – 0.03% 206
2013
Q4 		$39K Hold
250
– – 0.03% 221
2013
Q3 		$31K Buy
+250
New +$30.3K 0.03% 205

Other funds holding LMT

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Formidable Asset Management's LMT Position: Q2 2026 in Review

Formidable Asset Management reduced its Lockheed Martin (LMT) stake by 3.5% in Q2 2026, selling an estimated $22.7K and leaving 1,163 shares worth $703K. The position accounts for 0.11% of the portfolio, ranked #183.

Formidable Asset Management first reported a position in LMT in Q3 2013 and has held it in 32 quarters since. The position peaked at $803K in Q3 2024. 487 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Formidable Asset Management held 1,163 shares of Lockheed Martin worth $703K as of Q2 2026.
  • Formidable Asset Management sold 42 Lockheed Martin shares in Q2 2026, an estimated $22.7K.
  • Lockheed Martin made up 0.11% of Formidable Asset Management's portfolio in Q2 2026, its #183 holding.
  • Formidable Asset Management first reported a position in Lockheed Martin in Q3 2013 and has held it in 32 quarters since.
  • Formidable Asset Management's Lockheed Martin position peaked at $803K in Q3 2024.
  • 487 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.