HFS
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Howard Financial Services’s Lockheed Martin LMT Stock Holding History

Howard 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 		$223K Sell
438
-54
-11% -$29.2K 0.02% 237
2026
Q1 		$297K Buy
492
+33
+7% +$20.3K 0.03% 172
2025
Q4 		$222K Buy
459
+27
+6% +$12.9K 0.03% 186
2025
Q3 		$216K Buy
+432
New +$196K 0.03% 176
2025
Q1 		– Sell
-742
Closed -$361K – 189
2024
Q4 		$361K Buy
742
+11
+2% +$6K 0.05% 128
2024
Q3 		$427K Buy
731
+70
+11% +$37.6K 0.06% 103
2024
Q2 		$309K Buy
661
+14
+2% +$6.47K 0.05% 120
2024
Q1 		$295K Buy
647
+78
+14% +$34.2K 0.05% 127
2023
Q4 		$258K Buy
+569
New +$252K 0.05% 131

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

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

Howard Financial Services reduced its Lockheed Martin (LMT) stake by 11% in Q2 2026, selling an estimated $29.2K and leaving 438 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #237.

Howard Financial Services first reported a position in LMT in Q4 2023 and has held it in 9 quarters since. The position peaked at $427K in Q3 2024. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Howard Financial Services held 438 shares of Lockheed Martin worth $223K as of Q2 2026.
  • Howard Financial Services sold 54 Lockheed Martin shares in Q2 2026, an estimated $29.2K.
  • Lockheed Martin made up 0.02% of Howard Financial Services's portfolio in Q2 2026, its #237 holding.
  • Howard Financial Services first reported a position in Lockheed Martin in Q4 2023 and has held it in 9 quarters since.
  • Howard Financial Services's Lockheed Martin position peaked at $427K in Q3 2024.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.