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Forum Financial Management’s Lockheed Martin LMT Stock Holding History

Forum Financial Management’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 		$2.1M Buy
4,125
+30
+0.7% +$16.2K 0.03% 88
2026
Q1 		$2.48M Sell
4,095
-558
-12% -$344K 0.04% 76
2025
Q4 		$2.25M Buy
4,653
+184
+4% +$88.1K 0.03% 131
2025
Q3 		$2.23M Sell
4,469
-28
-0.6% -$12.7K 0.03% 126
2025
Q2 		$2.08M Hold
4,497
– – 0.03% 123
2025
Q1 		$2.01M Sell
4,497
-14
-0.3% -$6.44K 0.03% 116
2024
Q4 		$2.19M Buy
4,511
+40
+0.9% +$21.8K 0.04% 108
2024
Q3 		$2.61M Sell
4,471
-5
-0.1% -$2.68K 0.04% 81
2024
Q2 		$2.09M Sell
4,476
-9
-0.2% -$4.16K 0.04% 95
2024
Q1 		$2.04M Buy
4,485
+74
+2% +$32.4K 0.03% 109
2023
Q4 		$2M Sell
4,411
-217
-5% -$96.1K 0.04% 92
2023
Q3 		$1.89M Sell
4,628
-16
-0.3% -$7.1K 0.04% 90
2023
Q2 		$2.14M Buy
4,644
+424
+10% +$197K 0.05% 81
2023
Q1 		$1.99M Buy
4,220
+18
+0.4% +$8.44K 0.06% 77
2022
Q4 		$2.04M Buy
4,202
+262
+7% +$122K 0.07% 67
2022
Q3 		$1.52M Sell
3,940
-178
-4% -$74.3K 0.07% 76
2022
Q2 		$1.77M Buy
4,118
+1
+0% +$439 0.09% 69
2022
Q1 		$1.82M Buy
4,117
+452
+12% +$183K 0.09% 71
2021
Q4 		$1.3M Buy
+3,665
New +$1.27M 0.07% 93

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

Forum Financial Management's LMT Position: Q2 2026 in Review

Forum Financial Management increased its Lockheed Martin (LMT) stake by 0.73% in Q2 2026, buying an estimated $16.2K and bringing the position to 4,125 shares worth $2.1M. The position accounts for 0.03% of the portfolio, ranked #88.

Forum Financial Management first reported a position in LMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.61M in Q3 2024. 991 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Forum Financial Management held 4,125 shares of Lockheed Martin worth $2.1M as of Q2 2026.
  • Forum Financial Management bought 30 Lockheed Martin shares in Q2 2026, an estimated $16.2K.
  • Lockheed Martin made up 0.03% of Forum Financial Management's portfolio in Q2 2026, its #88 holding.
  • Forum Financial Management first reported a position in Lockheed Martin in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Lockheed Martin position peaked at $2.61M in Q3 2024.
  • 991 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.