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GoalVest Advisory’s Lockheed Martin LMT Stock Holding History

GoalVest Advisory’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 		$1.44M Buy
2,823
+33
+1% +$17.8K 0.27% 50
2026
Q1 		$1.69M Sell
2,790
-510
-15% -$314K 0.33% 52
2025
Q4 		$1.6M Sell
3,300
-474
-13% -$227K 0.31% 50
2025
Q3 		$1.88M Buy
3,774
+302
+9% +$137K 0.4% 40
2025
Q2 		$1.61M Buy
3,472
+72
+2% +$33.7K 0.4% 43
2025
Q1 		$1.52M Buy
3,400
+823
+32% +$379K 0.42% 47
2024
Q4 		$1.25M Sell
2,577
-75
-3% -$40.9K 0.34% 54
2024
Q3 		$1.55M Buy
2,652
+52
+2% +$27.9K 0.45% 40
2024
Q2 		$1.21M Sell
2,600
-170
-6% -$78.6K 0.39% 45
2024
Q1 		$1.26M Buy
2,770
+298
+12% +$131K 0.42% 41
2023
Q4 		$1.12M Buy
2,472
+323
+15% +$143K 0.49% 31
2023
Q3 		$879K Buy
2,149
+185
+9% +$82.1K 0.44% 42
2023
Q2 		$904K Sell
1,964
-1,009
-34% -$468K 0.47% 40
2023
Q1 		$1.41M Buy
2,973
+47
+2% +$22K 0.82% 20
2022
Q4 		$1.42M Buy
2,926
+129
+5% +$59.9K 0.92% 19
2022
Q3 		$1.08M Sell
2,797
-253
-8% -$106K 0.76% 30
2022
Q2 		$1.27M Buy
3,050
+1,031
+51% +$453K 0.8% 35
2022
Q1 		$891K Buy
+2,019
New +$818K 0.5% 59
2021
Q2 		$1.55M Buy
4,102
+835
+26% +$321K 0.96% 27
2021
Q1 		$1.21M Buy
3,267
+621
+23% +$213K 0.9% 30
2020
Q4 		$939K Buy
+2,646
New +$973K 0.79% 38

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

GoalVest Advisory's LMT Position: Q2 2026 in Review

GoalVest Advisory increased its Lockheed Martin (LMT) stake by 1.2% in Q2 2026, buying an estimated $17.8K and bringing the position to 2,823 shares worth $1.44M. The position accounts for 0.27% of the portfolio, ranked #50.

GoalVest Advisory first reported a position in LMT in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.88M in Q3 2025. 1,009 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • GoalVest Advisory held 2,823 shares of Lockheed Martin worth $1.44M as of Q2 2026.
  • GoalVest Advisory bought 33 Lockheed Martin shares in Q2 2026, an estimated $17.8K.
  • Lockheed Martin made up 0.27% of GoalVest Advisory's portfolio in Q2 2026, its #50 holding.
  • GoalVest Advisory first reported a position in Lockheed Martin in Q4 2020 and has held it in 21 quarters since.
  • GoalVest Advisory's Lockheed Martin position peaked at $1.88M in Q3 2025.
  • 1,009 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.