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Iams Wealth Management’s Lockheed Martin LMT Stock Holding History

Iams Wealth Management’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 		$606K Buy
1,189
+344
+41% +$186K 0.18% 135
2026
Q1 		$511K Buy
+845
New +$521K 0.18% 139

Other funds holding LMT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 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

Iams Wealth Management's LMT Position: Q2 2026 in Review

Iams Wealth Management increased its Lockheed Martin (LMT) stake by 41% in Q2 2026, buying an estimated $186K and bringing the position to 1,189 shares worth $606K. The position accounts for 0.18% of the portfolio, ranked #135.

Iams Wealth Management first reported a position in LMT in Q1 2026 and has held it in 2 quarters since. 1,088 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Iams Wealth Management held 1,189 shares of Lockheed Martin worth $606K as of Q2 2026.
  • Iams Wealth Management bought 344 Lockheed Martin shares in Q2 2026, an estimated $186K.
  • Lockheed Martin made up 0.18% of Iams Wealth Management's portfolio in Q2 2026, its #135 holding.
  • Iams Wealth Management first reported a position in Lockheed Martin in Q1 2026 and has held it in 2 quarters since.
  • 1,088 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.