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FSM Wealth Advisors’s Lockheed Martin LMT Stock Holding History

FSM 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 		$419K Buy
822
+58
+8% +$31.4K 0.04% 210
2026
Q1 		$462K Buy
764
+25
+3% +$15.4K 0.06% 176
2025
Q4 		$358K Sell
739
-38
-5% -$18.2K 0.05% 209
2025
Q3 		$388K Sell
777
-240
-24% -$109K 0.05% 203
2025
Q2 		$477K Buy
+1,017
New +$476K 0.08% 163

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

FSM Wealth Advisors's LMT Position: Q2 2026 in Review

FSM Wealth Advisors increased its Lockheed Martin (LMT) stake by 7.6% in Q2 2026, buying an estimated $31.4K and bringing the position to 822 shares worth $419K. The position accounts for 0.04% of the portfolio, ranked #210.

FSM Wealth Advisors first reported a position in LMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $477K in Q2 2025. 991 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • FSM Wealth Advisors held 822 shares of Lockheed Martin worth $419K as of Q2 2026.
  • FSM Wealth Advisors bought 58 Lockheed Martin shares in Q2 2026, an estimated $31.4K.
  • Lockheed Martin made up 0.04% of FSM Wealth Advisors's portfolio in Q2 2026, its #210 holding.
  • FSM Wealth Advisors first reported a position in Lockheed Martin in Q2 2025 and has held it in 5 quarters since.
  • FSM Wealth Advisors's Lockheed Martin position peaked at $477K in Q2 2025.
  • 991 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.