HWP
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Highline Wealth Partners’s Lockheed Martin LMT Stock Holding History

Highline Wealth Partners’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 		$26.1K Buy
51
+2
+4% +$1.08K 0.01% 345
2026
Q1 		$29.8K Buy
49
+18
+58% +$11.1K 0.01% 236
2025
Q4 		$15.1K Buy
31
+1
+3% +$479 ﹤0.01% 311
2025
Q3 		$15.1K Buy
30
+20
+200% +$9.07K ﹤0.01% 332
2025
Q2 		$4.69K Sell
10
-6
-38% -$2.81K ﹤0.01% 459
2025
Q1 		$7.19K Buy
16
+3
+23% +$1.38K ﹤0.01% 358
2024
Q4 		$6.35K Buy
13
+4
+44% +$2.18K ﹤0.01% 303
2024
Q3 		$5.28K Buy
9
+4
+80% +$2.15K ﹤0.01% 332
2024
Q2 		$2.34K Hold
5
– – ﹤0.01% 376
2024
Q1 		$2.27K Hold
5
– – ﹤0.01% 319
2023
Q4 		$2.27K Hold
5
– – ﹤0.01% 293
2023
Q3 		$2.04K Hold
5
– – ﹤0.01% 274
2023
Q2 		$2.3K Hold
5
– – ﹤0.01% 222
2023
Q1 		$2.36K Hold
5
– – ﹤0.01% 220
2022
Q4 		$2.43K Hold
5
– – ﹤0.01% 210
2022
Q3 		$1.93K Buy
+5
New +$2.09K ﹤0.01% 216

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Highline Wealth Partners's LMT Position: Q2 2026 in Review

Highline Wealth Partners increased its Lockheed Martin (LMT) stake by 4.1% in Q2 2026, buying an estimated $1.08K and bringing the position to 51 shares worth $26.1K. The position accounts for 0.01% of the portfolio, ranked #345.

Highline Wealth Partners first reported a position in LMT in Q3 2022 and has held it in 16 quarters since. The position peaked at $29.8K in Q1 2026. 649 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Highline Wealth Partners held 51 shares of Lockheed Martin worth $26.1K as of Q2 2026.
  • Highline Wealth Partners bought 2 Lockheed Martin shares in Q2 2026, an estimated $1.08K.
  • Lockheed Martin made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #345 holding.
  • Highline Wealth Partners first reported a position in Lockheed Martin in Q3 2022 and has held it in 16 quarters since.
  • Highline Wealth Partners's Lockheed Martin position peaked at $29.8K in Q1 2026.
  • 649 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.