Global Wealth Strategies & Associates’s Lockheed Martin LMT Stock Holding History

Global Wealth Strategies & Associates’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	$316K	Sell	621 -12	-2%	-$6.49K	0.06%	73
2026 Q1	$383K	Hold	633	–	–	0.09%	59
2025 Q4	$306K	Buy	633 +20	+3%	+$9.57K	0.08%	59
2025 Q3	$306K	Sell	613 -8	-1%	-$3.63K	0.08%	58
2025 Q2	$288K	Hold	621	–	–	0.08%	48
2025 Q1	$277K	Buy	621 +100	+19%	+$46K	0.08%	46
2024 Q4	$253K	Buy	521 +16	+3%	+$8.72K	0.08%	48
2024 Q3	$295K	Hold	505	–	–	0.1%	35
2024 Q2	$236K	Sell	505 -34	-6%	-$15.7K	0.08%	36
2024 Q1	$245K	Hold	539	–	–	0.09%	37
2023 Q4	$244K	Hold	539	–	–	0.1%	33
2023 Q3	$220K	Hold	539	–	–	0.1%	41
2023 Q2	$248K	Hold	539	–	–	0.12%	38
2023 Q1	$255K	Buy	539 +2	+0.4%	+$938	0.13%	33
2022 Q4	$261K	Buy	+537	New	+$250K	0.15%	37

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

Global Wealth Strategies & Associates's LMT Position: Q2 2026 in Review

Global Wealth Strategies & Associates reduced its Lockheed Martin (LMT) stake by 1.9% in Q2 2026, selling an estimated $6.49K and leaving 621 shares worth $316K. The position accounts for 0.06% of the portfolio, ranked #73.

Global Wealth Strategies & Associates first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $383K in Q1 2026. 1,042 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Global Wealth Strategies & Associates held 621 shares of Lockheed Martin worth $316K as of Q2 2026.
Global Wealth Strategies & Associates sold 12 Lockheed Martin shares in Q2 2026, an estimated $6.49K.
Lockheed Martin made up 0.06% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #73 holding.
Global Wealth Strategies & Associates first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
Global Wealth Strategies & Associates's Lockheed Martin position peaked at $383K in Q1 2026.
1,042 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.