Hopwood Financial Services’s Lockheed Martin LMT Stock Holding History

Hopwood Financial Services’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	$228K	Sell	448 -25	-5%	-$13.5K	0.13%	85
2026 Q1	$286K	Sell	473 -123	-21%	-$75.8K	0.19%	64
2025 Q4	$288K	Sell	596 -184	-24%	-$88.1K	0.2%	68
2025 Q3	$390K	Sell	780 -70	-8%	-$31.8K	0.26%	52
2025 Q2	$394K	Sell	850 -40	-4%	-$18.7K	0.31%	43
2025 Q1	$398K	Sell	890 -90	-9%	-$41.4K	0.31%	44
2024 Q4	$476K	Buy	+980	New	+$534K	0.36%	41

Other funds holding LMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Hopwood Financial Services's LMT Position: Q2 2026 in Review

Hopwood Financial Services reduced its Lockheed Martin (LMT) stake by 5.3% in Q2 2026, selling an estimated $13.5K and leaving 448 shares worth $228K. The position accounts for 0.13% of the portfolio, ranked #85.

Hopwood Financial Services first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $476K in Q4 2024. 1,320 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Hopwood Financial Services held 448 shares of Lockheed Martin worth $228K as of Q2 2026.
Hopwood Financial Services sold 25 Lockheed Martin shares in Q2 2026, an estimated $13.5K.
Lockheed Martin made up 0.13% of Hopwood Financial Services's portfolio in Q2 2026, its #85 holding.
Hopwood Financial Services first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
Hopwood Financial Services's Lockheed Martin position peaked at $476K in Q4 2024.
1,320 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.