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Foster Victor Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Foster Victor Wealth 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 		$17.1M Buy
33,289
+5,075
+18% +$2.74M 0.9% 38
2026
Q1 		$17.3M Sell
28,214
-1,393
-5% -$858K 0.99% 36
2025
Q4 		$17.2M Sell
29,607
-448
-1% -$214K 1% 38
2025
Q3 		$15.2M Buy
30,055
+2,800
+10% +$1.27M 0.94% 48
2025
Q2 		$12.6M Buy
27,255
+1,529
+6% +$716K 0.86% 55
2025
Q1 		$12.2M Buy
25,726
+2,426
+10% +$1.12M 0.98% 47
2024
Q4 		$11.4M Buy
23,300
+4,445
+24% +$2.42M 0.88% 54
2024
Q3 		$11.4M Buy
18,855
+3,507
+23% +$1.88M 0.91% 48
2024
Q2 		$7.19M Buy
15,348
+14,053
+1,085% +$6.49M 0.6% 66
2024
Q1 		$586K Sell
1,295
-33
-2% -$14.5K 0.05% 112
2023
Q4 		$609K Sell
1,328
-6
-0.4% -$2.66K 0.06% 111
2023
Q3 		$535K Sell
1,334
-118
-8% -$52.4K 0.06% 105
2023
Q2 		$672K Buy
1,452
+127
+10% +$59K 0.07% 106
2023
Q1 		$647K Sell
1,325
-8
-0.6% -$3.75K 0.08% 104
2022
Q4 		$631K Buy
1,333
+2
+0.2% +$929 0.08% 96
2022
Q3 		$532K Buy
+1,331
New +$556K 0.08% 96

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

Foster Victor Wealth Advisors's LMT Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its Lockheed Martin (LMT) stake by 18% in Q2 2026, buying an estimated $2.74M and bringing the position to 33,289 shares worth $17.1M. The position accounts for 0.9% of the portfolio, ranked #38.

Foster Victor Wealth Advisors first reported a position in LMT in Q3 2022 and has held it in 16 quarters since. The position peaked at $17.3M in Q1 2026. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Foster Victor Wealth Advisors held 33,289 shares of Lockheed Martin worth $17.1M as of Q2 2026.
  • Foster Victor Wealth Advisors bought 5,075 Lockheed Martin shares in Q2 2026, an estimated $2.74M.
  • Lockheed Martin made up 0.9% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #38 holding.
  • Foster Victor Wealth Advisors first reported a position in Lockheed Martin in Q3 2022 and has held it in 16 quarters since.
  • Foster Victor Wealth Advisors's Lockheed Martin position peaked at $17.3M in Q1 2026.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.