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Horizon Financial Services’s Lockheed Martin LMT Stock Holding History

Horizon 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 		$20.9K Buy
41
+12
+41% +$6.49K 0.01% 254
2026
Q1 		$17.5K Buy
29
+12
+71% +$7.39K 0.01% 204
2025
Q4 		$8.22K Hold
17
– – ﹤0.01% 209
2025
Q3 		$8.49K Buy
17
+12
+240% +$5.45K ﹤0.01% 205
2025
Q2 		$2.32K Buy
5
+2
+67% +$936 ﹤0.01% 218
2025
Q1 		$1.34K Buy
3
+1
+50% +$460 ﹤0.01% 197
2024
Q4 		$972 Hold
2
– – ﹤0.01% 216
2024
Q3 		$1.17K Hold
2
– – ﹤0.01% 220
2024
Q2 		$934 Hold
2
– – ﹤0.01% 223
2024
Q1 		$910 Buy
+2
New +$877 ﹤0.01% 227

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

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

Horizon Financial Services increased its Lockheed Martin (LMT) stake by 41% in Q2 2026, buying an estimated $6.49K and bringing the position to 41 shares worth $20.9K. The position accounts for 0.01% of the portfolio, ranked #254.

Horizon Financial Services first reported a position in LMT in Q1 2024 and has held it in 10 quarters since. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Horizon Financial Services held 41 shares of Lockheed Martin worth $20.9K as of Q2 2026.
  • Horizon Financial Services bought 12 Lockheed Martin shares in Q2 2026, an estimated $6.49K.
  • Lockheed Martin made up 0.01% of Horizon Financial Services's portfolio in Q2 2026, its #254 holding.
  • Horizon Financial Services first reported a position in Lockheed Martin in Q1 2024 and has held it in 10 quarters since.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.