Fortune Financial Advisors’s Lockheed Martin LMT Stock Holding History

Fortune Financial 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	$2.08M	Buy	4,078 +581	+17%	+$314K	0.89%	33
2026 Q1	$2.11M	Buy	3,497 +77	+2%	+$47.4K	1.08%	25
2025 Q4	$1.65M	Buy	3,420 +96	+3%	+$45.9K	1.12%	27
2025 Q3	$1.66M	Buy	3,324 +17	+0.5%	+$7.71K	1.25%	25
2025 Q2	$1.53M	Buy	3,307 +51	+2%	+$23.9K	1.23%	29
2025 Q1	$1.45M	Buy	3,256 +110	+3%	+$50.6K	1.25%	27
2024 Q4	$1.53M	Buy	3,146 +101	+3%	+$55.1K	1.39%	24
2024 Q3	$1.78M	Sell	3,045 -2	-0.1%	-$1.07K	1.61%	21
2024 Q2	$1.42M	Buy	3,047 +7	+0.2%	+$3.23K	0.87%	34
2024 Q1	$1.38M	Sell	3,040 -215	-7%	-$94.2K	0.88%	32
2023 Q4	$1.48M	Sell	3,255 -28	-0.9%	-$12.4K	1.03%	29
2023 Q3	$1.34M	Buy	3,283 +29	+0.9%	+$12.9K	1.03%	30
2023 Q2	$1.5M	Buy	+3,254	New	+$1.51M	1.12%	29

Other funds holding LMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Fortune Financial Advisors's LMT Position: Q2 2026 in Review

Fortune Financial Advisors increased its Lockheed Martin (LMT) stake by 17% in Q2 2026, buying an estimated $314K and bringing the position to 4,078 shares worth $2.08M. The position accounts for 0.89% of the portfolio, ranked #33.

Fortune Financial Advisors first reported a position in LMT in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.11M in Q1 2026. 1,322 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Fortune Financial Advisors held 4,078 shares of Lockheed Martin worth $2.08M as of Q2 2026.
Fortune Financial Advisors bought 581 Lockheed Martin shares in Q2 2026, an estimated $314K.
Lockheed Martin made up 0.89% of Fortune Financial Advisors's portfolio in Q2 2026, its #33 holding.
Fortune Financial Advisors first reported a position in Lockheed Martin in Q2 2023 and has held it in 13 quarters since.
Fortune Financial Advisors's Lockheed Martin position peaked at $2.11M in Q1 2026.
1,322 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.