GWMI
LMT icon

Guardian Wealth Management (Illinois)’s Lockheed Martin LMT Stock Holding History

Guardian Wealth Management (Illinois)’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 		$1.27M Sell
2,499
-68
-3% -$36.8K 0.63% 47
2026
Q1 		$1.55M Sell
2,567
-242
-9% -$149K 0.85% 41
2025
Q4 		$1.36M Sell
2,809
-32
-1% -$15.3K 0.8% 41
2025
Q3 		$1.42M Sell
2,841
-42
-1% -$19.1K 0.84% 41
2025
Q2 		$1.33M Sell
2,883
-101
-3% -$47.3K 0.89% 41
2025
Q1 		$1.33M Sell
2,984
-31
-1% -$14.3K 0.89% 40
2024
Q4 		$1.47M Sell
3,015
-88
-3% -$48K 1% 36
2024
Q3 		$1.81M Sell
3,103
-15
-0.5% -$8.05K 1.28% 30
2024
Q2 		$1.46M Sell
3,118
-22
-0.7% -$10.2K 1.11% 32
2024
Q1 		$1.43M Sell
3,140
-514
-14% -$225K 1.1% 33
2023
Q4 		$1.66M Sell
3,654
-3
-0.1% -$1.33K 1.4% 32
2023
Q3 		$1.5M Buy
3,657
+6
+0.2% +$2.66K 1.4% 31
2023
Q2 		$1.68M Sell
3,651
-112
-3% -$52K 1.53% 27
2023
Q1 		$1.78M Buy
3,763
+5
+0.1% +$2.35K 1.71% 24
2022
Q4 		$1.83M Sell
3,758
-30
-0.8% -$13.9K 1.8% 20
2022
Q3 		$1.46M Sell
3,788
-307
-7% -$128K 1.66% 23
2022
Q2 		$1.76M Sell
4,095
-34
-0.8% -$14.9K 1.9% 17
2022
Q1 		$1.82M Sell
4,129
-14
-0.3% -$5.67K 1.81% 19
2021
Q4 		$1.47M Buy
+4,143
New +$1.43M 1.42% 29

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

Guardian Wealth Management (Illinois)'s LMT Position: Q2 2026 in Review

Guardian Wealth Management (Illinois) reduced its Lockheed Martin (LMT) stake by 2.6% in Q2 2026, selling an estimated $36.8K and leaving 2,499 shares worth $1.27M. The position accounts for 0.63% of the portfolio, ranked #47.

Guardian Wealth Management (Illinois) first reported a position in LMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.83M in Q4 2022. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Guardian Wealth Management (Illinois) held 2,499 shares of Lockheed Martin worth $1.27M as of Q2 2026.
  • Guardian Wealth Management (Illinois) sold 68 Lockheed Martin shares in Q2 2026, an estimated $36.8K.
  • Lockheed Martin made up 0.63% of Guardian Wealth Management (Illinois)'s portfolio in Q2 2026, its #47 holding.
  • Guardian Wealth Management (Illinois) first reported a position in Lockheed Martin in Q4 2021 and has held it in 19 quarters since.
  • Guardian Wealth Management (Illinois)'s Lockheed Martin position peaked at $1.83M in Q4 2022.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 13 Jul 2026.