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Global Financial Private Client’s Lockheed Martin LMT Stock Holding History

Global Financial Private Client’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 		$1.38M Buy
2,715
+411
+18% +$222K 0.38% 82
2026
Q1 		$1.39M Buy
2,304
+168
+8% +$103K 0.46% 62
2025
Q4 		$1.03M Buy
2,136
+25
+1% +$12K 0.36% 84
2025
Q3 		$1.05M Sell
2,111
-72
-3% -$32.7K 0.38% 83
2025
Q2 		$1.01M Buy
2,183
+1,383
+173% +$647K 0.38% 81
2025
Q1 		$357K Buy
800
+13
+2% +$5.98K 0.14% 155
2024
Q4 		$383K Buy
787
+4
+0.5% +$2.18K 0.14% 153
2024
Q3 		$458K Buy
783
+27
+4% +$14.5K 0.18% 134
2024
Q2 		$354K Buy
756
+14
+2% +$6.47K 0.15% 149
2024
Q1 		$336K Sell
742
-23
-3% -$10.1K 0.14% 147
2023
Q4 		$347K Hold
765
– – 0.16% 142
2023
Q3 		$312K Sell
765
-2,241
-75% -$994K 0.16% 132
2023
Q2 		$1.39M Buy
3,006
+568
+23% +$264K 0.68% 35
2023
Q1 		$1.19M Buy
2,438
+861
+55% +$404K 0.61% 40
2022
Q4 		$767K Buy
1,577
+946
+150% +$440K 0.43% 55
2022
Q3 		$252K Sell
631
-22
-3% -$9.19K 0.15% 123
2022
Q2 		$283K Buy
653
+18
+3% +$7.9K 0.16% 118
2022
Q1 		$283K Sell
635
-1,855
-74% -$752K 0.14% 127
2021
Q4 		$885K Buy
2,490
+132
+6% +$45.7K 0.43% 56
2021
Q3 		$820K Buy
2,358
+129
+6% +$46.7K 0.42% 59
2021
Q2 		$848K Buy
2,229
+863
+63% +$332K 0.47% 54
2021
Q1 		$507K Buy
1,366
+124
+10% +$42.5K 0.36% 66
2020
Q4 		$441K Sell
1,242
-240
-16% -$88.2K 0.35% 63
2020
Q3 		$565K Hold
1,482
– – 0.49% 45
2020
Q2 		$534K Buy
1,482
+41
+3% +$15.5K 0.46% 53
2020
Q1 		$488K Buy
1,441
+694
+93% +$273K 0.52% 48
2019
Q4 		$291K Buy
+747
New +$287K 0.24% 94

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

Global Financial Private Client's LMT Position: Q2 2026 in Review

Global Financial Private Client increased its Lockheed Martin (LMT) stake by 18% in Q2 2026, buying an estimated $222K and bringing the position to 2,715 shares worth $1.38M. The position accounts for 0.38% of the portfolio, ranked #82.

Global Financial Private Client first reported a position in LMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.39M in Q1 2026. 1,011 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Global Financial Private Client held 2,715 shares of Lockheed Martin worth $1.38M as of Q2 2026.
  • Global Financial Private Client bought 411 Lockheed Martin shares in Q2 2026, an estimated $222K.
  • Lockheed Martin made up 0.38% of Global Financial Private Client's portfolio in Q2 2026, its #82 holding.
  • Global Financial Private Client first reported a position in Lockheed Martin in Q4 2019 and has held it in 27 quarters since.
  • Global Financial Private Client's Lockheed Martin position peaked at $1.39M in Q1 2026.
  • 1,011 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.