FAG
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Fortitude Advisory Group’s Lockheed Martin LMT Stock Holding History

Fortitude Advisory 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 		$368K Sell
722
-27
-4% -$14.6K 0.14% 135
2026
Q1 		$453K Sell
749
-24
-3% -$14.8K 0.2% 106
2025
Q4 		$374K Buy
773
+48
+7% +$23K 0.16% 108
2025
Q3 		$362K Buy
725
+37
+5% +$16.8K 0.19% 110
2025
Q2 		$319K Sell
688
-7
-1% -$3.28K 0.18% 121
2025
Q1 		$332K Sell
695
-29
-4% -$13.3K 0.24% 102
2024
Q4 		$352K Sell
724
-138
-16% -$75.2K 0.21% 102
2024
Q3 		$504K Sell
862
-8
-0.9% -$4.29K 0.32% 70
2024
Q2 		$406K Buy
870
+11
+1% +$5.08K 0.24% 85
2024
Q1 		$391K Sell
859
-162
-16% -$71K 0.22% 101
2023
Q4 		$463K Sell
1,021
-7
-0.7% -$3.1K 0.28% 77
2023
Q3 		$420K Sell
1,028
-4
-0.4% -$1.77K 0.28% 79
2023
Q2 		$475K Buy
1,032
+54
+6% +$25.1K 0.35% 69
2023
Q1 		$462K Sell
978
-259
-21% -$121K 0.36% 71
2022
Q4 		$602K Buy
1,237
+257
+26% +$119K 0.51% 50
2022
Q3 		$379K Sell
980
-93
-9% -$38.8K 0.36% 70
2022
Q2 		$461K Hold
1,073
– – 0.42% 57
2022
Q1 		$474K Sell
1,073
-23
-2% -$9.32K 0.25% 71
2021
Q4 		$390K Buy
+1,096
New +$379K 0.2% 92

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
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

Fortitude Advisory Group's LMT Position: Q2 2026 in Review

Fortitude Advisory Group reduced its Lockheed Martin (LMT) stake by 3.6% in Q2 2026, selling an estimated $14.6K and leaving 722 shares worth $368K. The position accounts for 0.14% of the portfolio, ranked #135.

Fortitude Advisory Group first reported a position in LMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $602K in Q4 2022. 1,063 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Fortitude Advisory Group held 722 shares of Lockheed Martin worth $368K as of Q2 2026.
  • Fortitude Advisory Group sold 27 Lockheed Martin shares in Q2 2026, an estimated $14.6K.
  • Lockheed Martin made up 0.14% of Fortitude Advisory Group's portfolio in Q2 2026, its #135 holding.
  • Fortitude Advisory Group first reported a position in Lockheed Martin in Q4 2021 and has held it in 19 quarters since.
  • Fortitude Advisory Group's Lockheed Martin position peaked at $602K in Q4 2022.
  • 1,063 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.