Forza Wealth Management’s Lockheed Martin LMT Stock Holding History

Forza Wealth 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	$810K	Hold	1,590	–	–	0.25%	91
2026 Q1	$961K	Hold	1,590	–	–	0.33%	72
2025 Q4	$769K	Hold	1,590	–	–	0.28%	84
2025 Q3	$794K	Sell	1,590 -450	-22%	-$204K	0.3%	80
2025 Q2	$945K	Hold	2,040	–	–	0.39%	66
2025 Q1	$911K	Sell	2,040 -100	-5%	-$46K	0.41%	62
2024 Q4	$1.04M	Hold	2,140	–	–	0.47%	54
2024 Q3	$1.25M	Sell	2,140 -1	-0%	-$537	0.57%	47
2024 Q2	$1M	Sell	2,141 -200	-9%	-$92.4K	0.52%	54
2024 Q1	$1.06M	Hold	2,341	–	–	0.55%	54
2023 Q4	$1.06M	Sell	2,341 -1,197	-34%	-$530K	0.59%	53
2023 Q3	$1.45M	Hold	3,538	–	–	0.75%	39
2023 Q2	$1.63M	Buy	3,538 +70	+2%	+$32.5K	0.82%	31
2023 Q1	$1.64M	Buy	3,468 +2,587	+294%	+$1.21M	0.84%	30
2022 Q4	$429K	Buy	+881	New	+$409K	0.28%	96

Other funds holding LMT

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 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

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

Forza Wealth Management's LMT Position: Q2 2026 in Review

Forza Wealth Management held its Lockheed Martin (LMT) position steady in Q2 2026 at 1,590 shares worth $810K. The position accounts for 0.25% of the portfolio, ranked #91.

Forza Wealth Management first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.64M in Q1 2023. 1,045 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Forza Wealth Management held 1,590 shares of Lockheed Martin worth $810K as of Q2 2026.
Forza Wealth Management left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 0.25% of Forza Wealth Management's portfolio in Q2 2026, its #91 holding.
Forza Wealth Management first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's Lockheed Martin position peaked at $1.64M in Q1 2023.
1,045 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.