HFS
LMT icon

Hughes Financial Services’s Lockheed Martin LMT Stock Holding History

Hughes 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 		$237K Buy
465
+5
+1% +$2.7K 0.03% 76
2026
Q1 		$278K Buy
460
+5
+1% +$3.08K 0.04% 64
2025
Q4 		$220K Buy
455
+40
+10% +$19.1K 0.03% 70
2025
Q3 		$188K Buy
415
+82
+25% +$37.2K 0.03% 79
2025
Q2 		$145K Sell
333
-2
-0.6% -$936 0.02% 87
2025
Q1 		$150K Buy
+335
New +$154K 0.03% 80

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

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

Hughes Financial Services increased its Lockheed Martin (LMT) stake by 1.1% in Q2 2026, buying an estimated $2.7K and bringing the position to 465 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #76.

Hughes Financial Services first reported a position in LMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $278K in Q1 2026. 805 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Hughes Financial Services held 465 shares of Lockheed Martin worth $237K as of Q2 2026.
  • Hughes Financial Services bought 5 Lockheed Martin shares in Q2 2026, an estimated $2.7K.
  • Lockheed Martin made up 0.03% of Hughes Financial Services's portfolio in Q2 2026, its #76 holding.
  • Hughes Financial Services first reported a position in Lockheed Martin in Q1 2025 and has held it in 6 quarters since.
  • Hughes Financial Services's Lockheed Martin position peaked at $278K in Q1 2026.
  • 805 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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