IF
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Intrua Financial’s Lockheed Martin LMT Stock Holding History

Intrua Financial’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 		$1.39M Sell
2,732
-242
-8% -$131K 0.13% 129
2026
Q1 		$1.8M Sell
2,974
-380
-11% -$234K 0.19% 102
2025
Q4 		$1.62M Sell
3,354
-839
-20% -$402K 0.17% 104
2025
Q3 		$2.09M Buy
4,193
+50
+1% +$22.7K 0.23% 82
2025
Q2 		$1.92M Buy
4,143
+393
+10% +$184K 0.26% 72
2025
Q1 		$1.68M Buy
3,750
+1,126
+43% +$518K 0.24% 80
2024
Q4 		$1.28M Sell
2,624
-133
-5% -$72.5K 0.2% 88
2024
Q3 		$1.61M Sell
2,757
-834
-23% -$448K 0.24% 77
2024
Q2 		$1.68M Buy
3,591
+576
+19% +$266K 0.25% 84
2024
Q1 		$1.37M Sell
3,015
-78
-3% -$34.2K 0.2% 107
2023
Q4 		$1.4M Sell
3,093
-10
-0.3% -$4.43K 0.21% 107
2023
Q3 		$1.27M Sell
3,103
-30
-1% -$13.3K 0.21% 103
2023
Q2 		$1.44M Sell
3,133
-97
-3% -$45K 0.24% 98
2023
Q1 		$1.46M Sell
3,230
-3,057
-49% -$1.43M 0.3% 87
2022
Q4 		$2.76M Buy
6,287
+271
+5% +$126K 0.64% 38
2022
Q3 		$2.32M Sell
6,016
-1,268
-17% -$529K 0.62% 36
2022
Q2 		$3.13M Buy
7,284
+60
+0.8% +$26.3K 0.67% 33
2022
Q1 		$3.19M Buy
7,224
+742
+11% +$301K 0.57% 37
2021
Q4 		$2.3M Buy
6,482
+107
+2% +$37K 0.4% 51
2021
Q3 		$2.11M Buy
6,375
+1,224
+24% +$443K 0.39% 51
2021
Q2 		$1.87M Buy
5,151
+432
+9% +$166K 0.45% 40
2021
Q1 		$1.76M Buy
4,719
+913
+24% +$313K 0.45% 46
2020
Q4 		$1.35M Buy
3,806
+1,422
+60% +$523K 0.6% 31
2020
Q3 		$894K Sell
2,384
-2,739
-53% -$1.05M 0.44% 49
2020
Q2 		$1.99M Buy
+5,123
New +$1.94M 0.76% 30

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

Intrua Financial's LMT Position: Q2 2026 in Review

Intrua Financial reduced its Lockheed Martin (LMT) stake by 8.1% in Q2 2026, selling an estimated $131K and leaving 2,732 shares worth $1.39M. The position accounts for 0.13% of the portfolio, ranked #129.

Intrua Financial first reported a position in LMT in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.19M in Q1 2022. 991 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Intrua Financial held 2,732 shares of Lockheed Martin worth $1.39M as of Q2 2026.
  • Intrua Financial sold 242 Lockheed Martin shares in Q2 2026, an estimated $131K.
  • Lockheed Martin made up 0.13% of Intrua Financial's portfolio in Q2 2026, its #129 holding.
  • Intrua Financial first reported a position in Lockheed Martin in Q2 2020 and has held it in 25 quarters since.
  • Intrua Financial's Lockheed Martin position peaked at $3.19M in Q1 2022.
  • 991 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.