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Fortem Financial Group’s Lockheed Martin LMT Stock Holding History

Fortem Financial Group’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 		$503K Buy
988
+552
+127% +$298K 0.1% 126
2026
Q1 		$264K Sell
436
-12
-3% -$7.39K 0.07% 155
2025
Q4 		$217K Sell
448
-902
-67% -$432K 0.06% 157
2025
Q3 		$674K Sell
1,350
-252
-16% -$114K 0.19% 93
2025
Q2 		$742K Sell
1,602
-190
-11% -$88.9K 0.24% 90
2025
Q1 		$801K Sell
1,792
-83
-4% -$38.2K 0.31% 90
2024
Q4 		$911K Buy
1,875
+43
+2% +$23.4K 0.35% 82
2024
Q3 		$1.07M Buy
1,832
+270
+17% +$145K 0.44% 73
2024
Q2 		$730K Sell
1,562
-29
-2% -$13.4K 0.31% 92
2024
Q1 		$724K Buy
1,591
+75
+5% +$32.9K 0.32% 92
2023
Q4 		$687K Buy
1,516
+487
+47% +$216K 0.34% 92
2023
Q3 		$421K Buy
+1,029
New +$457K 0.25% 106
2021
Q1 		– Sell
-200
Closed -$71K – 320
2020
Q4 		$71K Buy
+200
New +$73.5K 0.04% 207

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
WG
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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Fortem Financial Group's LMT Position: Q2 2026 in Review

Fortem Financial Group increased its Lockheed Martin (LMT) stake by 127% in Q2 2026, buying an estimated $298K and bringing the position to 988 shares worth $503K. The position accounts for 0.1% of the portfolio, ranked #126.

Fortem Financial Group first reported a position in LMT in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.07M in Q3 2024. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Fortem Financial Group held 988 shares of Lockheed Martin worth $503K as of Q2 2026.
  • Fortem Financial Group bought 552 Lockheed Martin shares in Q2 2026, an estimated $298K.
  • Lockheed Martin made up 0.1% of Fortem Financial Group's portfolio in Q2 2026, its #126 holding.
  • Fortem Financial Group first reported a position in Lockheed Martin in Q4 2020 and has held it in 13 quarters since.
  • Fortem Financial Group's Lockheed Martin position peaked at $1.07M in Q3 2024.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.