FFO
LMT icon

Fortitude Family Office’s Lockheed Martin LMT Stock Holding History

Fortitude Family Office’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 		$83.6K Buy
164
+15
+10% +$8.11K 0.02% 198
2026
Q1 		$90.1K Sell
149
-852
-85% -$525K 0.02% 166
2025
Q4 		$484K Sell
1,001
-15
-1% -$7.18K 0.11% 97
2025
Q3 		$507K Sell
1,016
-4
-0.4% -$1.81K 0.14% 89
2025
Q2 		$472K Buy
1,020
+64
+7% +$30K 0.16% 80
2025
Q1 		$427K Sell
956
-13
-1% -$5.98K 0.15% 74
2024
Q4 		$471K Buy
969
+1
+0.1% +$545 0.17% 81
2024
Q3 		$566K Buy
968
+20
+2% +$10.7K 0.22% 59
2024
Q2 		$443K Buy
948
+8
+0.9% +$3.7K 0.25% 51
2024
Q1 		$428K Sell
940
-69
-7% -$30.2K 0.29% 50
2023
Q4 		$457K Buy
+1,009
New +$447K 0.34% 47

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

Fortitude Family Office's LMT Position: Q2 2026 in Review

Fortitude Family Office increased its Lockheed Martin (LMT) stake by 10% in Q2 2026, buying an estimated $8.11K and bringing the position to 164 shares worth $83.6K. The position accounts for 0.02% of the portfolio, ranked #198.

Fortitude Family Office first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $566K in Q3 2024. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Fortitude Family Office held 164 shares of Lockheed Martin worth $83.6K as of Q2 2026.
  • Fortitude Family Office bought 15 Lockheed Martin shares in Q2 2026, an estimated $8.11K.
  • Lockheed Martin made up 0.02% of Fortitude Family Office's portfolio in Q2 2026, its #198 holding.
  • Fortitude Family Office first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's Lockheed Martin position peaked at $566K in Q3 2024.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.