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Fortis Group Advisors’s Lockheed Martin LMT Stock Holding History

Fortis Group Advisors’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 		$5.6K Hold
11
– – ﹤0.01% 435
2026
Q1 		$6.65K Hold
11
– – ﹤0.01% 421
2025
Q4 		$5.32K Hold
11
– – ﹤0.01% 429
2025
Q3 		$5.49K Hold
11
– – ﹤0.01% 387
2025
Q2 		$5.09K Hold
11
– – ﹤0.01% 385
2025
Q1 		$4.91K Hold
11
– – ﹤0.01% 356
2024
Q4 		$5.34K Hold
11
– – ﹤0.01% 359
2024
Q3 		$6.43K Hold
11
– – ﹤0.01% 337
2024
Q2 		$5.14K Hold
11
– – ﹤0.01% 351
2024
Q1 		$5K Sell
11
-11
-50% -$4.82K ﹤0.01% 368
2023
Q4 		$9.97K Buy
22
+11
+100% +$4.87K ﹤0.01% 302
2023
Q3 		$4.5K Buy
+11
New +$4.88K ﹤0.01% 297
2020
Q3 		$342K Buy
+894
New +$341K 0.07% 128

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

Fortis Group Advisors's LMT Position: Q2 2026 in Review

Fortis Group Advisors held its Lockheed Martin (LMT) position steady in Q2 2026 at 11 shares worth $5.6K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Fortis Group Advisors first reported a position in LMT in Q3 2020 and has held it in 13 quarters since. The position peaked at $342K in Q3 2020. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Fortis Group Advisors held 11 shares of Lockheed Martin worth $5.6K as of Q2 2026.
  • Fortis Group Advisors left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #435 holding.
  • Fortis Group Advisors first reported a position in Lockheed Martin in Q3 2020 and has held it in 13 quarters since.
  • Fortis Group Advisors's Lockheed Martin position peaked at $342K in Q3 2020.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.