HHM Wealth Advisors’s Lockheed Martin LMT Stock Holding History

HHM 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	$285K	Sell	559 -116	-17%	-$62.7K	0.03%	173
2026 Q1	$408K	Buy	675 +23	+4%	+$14.2K	0.05%	131
2025 Q4	$315K	Sell	652 -24	-4%	-$11.5K	0.04%	147
2025 Q3	$337K	Sell	676 -3	-0.4%	-$1.36K	0.04%	152
2025 Q2	$314K	Hold	679	–	–	0.04%	156
2025 Q1	$303K	Sell	679 -6	-0.9%	-$2.76K	0.04%	144
2024 Q4	$333K	Buy	685 +87	+15%	+$47.4K	0.05%	136
2024 Q3	$350K	Buy	598 +23	+4%	+$12.3K	0.05%	122
2024 Q2	$269K	Buy	575 +37	+7%	+$17.1K	0.04%	142
2024 Q1	$245K	Hold	538	–	–	0.04%	133
2023 Q4	$244K	Hold	538	–	–	0.04%	124
2023 Q3	$220K	Hold	538	–	–	0.04%	122
2023 Q2	$248K	Hold	538	–	–	0.05%	119
2023 Q1	$254K	Hold	538	–	–	0.05%	111
2022 Q4	$262K	Hold	538	–	–	0.06%	103
2022 Q3	$208K	Sell	538 -99	-16%	-$41.3K	0.05%	105
2022 Q2	$274K	Hold	637	–	–	0.07%	106
2022 Q1	$281K	Buy	637 +450	+241%	+$182K	0.07%	115
2021 Q4	$66K	Sell	187 -171	-48%	-$59.1K	0.02%	273
2021 Q3	$124K	Sell	358 -22	-6%	-$7.96K	0.03%	183
2021 Q2	$144K	Hold	380	–	–	0.04%	167
2021 Q1	$140K	Buy	380 +22	+6%	+$7.55K	0.04%	156
2020 Q4	$127K	Buy	358 +85	+31%	+$31.2K	0.04%	147
2020 Q3	$105K	Sell	273 -4	-1%	-$1.53K	0.04%	141
2020 Q2	$101K	Hold	277	–	–	0.04%	140
2020 Q1	$94K	Buy	+277	New	+$109K	0.05%	125

Other funds holding LMT

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

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

HHM Wealth Advisors reduced its Lockheed Martin (LMT) stake by 17% in Q2 2026, selling an estimated $62.7K and leaving 559 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #173.

HHM Wealth Advisors first reported a position in LMT in Q1 2020 and has held it in 26 quarters since. The position peaked at $408K in Q1 2026. 902 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

HHM Wealth Advisors held 559 shares of Lockheed Martin worth $285K as of Q2 2026.
HHM Wealth Advisors sold 116 Lockheed Martin shares in Q2 2026, an estimated $62.7K.
Lockheed Martin made up 0.03% of HHM Wealth Advisors's portfolio in Q2 2026, its #173 holding.
HHM Wealth Advisors first reported a position in Lockheed Martin in Q1 2020 and has held it in 26 quarters since.
HHM Wealth Advisors's Lockheed Martin position peaked at $408K in Q1 2026.
902 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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