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Ironwood Financial’s Lockheed Martin LMT Stock Holding History

Ironwood 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 		$682K Hold
1,310
– – 0.11% 107
2026
Q1 		$792K Hold
1,310
– – 0.14% 95
2025
Q4 		$722K Hold
1,310
– – 0.12% 101
2025
Q3 		$654K Sell
1,310
-4
-0.3% -$1.81K 0.12% 104
2025
Q2 		$587K Hold
1,314
– – 0.13% 102
2025
Q1 		$587K Buy
1,314
+4
+0.3% +$1.84K 0.13% 102
2024
Q4 		$637K Hold
1,310
– – 0.13% 96
2024
Q3 		$766K Sell
1,310
-77
-6% -$41.3K 0.16% 86
2024
Q2 		$648K Hold
1,387
– – 0.15% 95
2024
Q1 		$631K Hold
1,387
– – 0.15% 97
2023
Q4 		$629K Sell
1,387
-23
-2% -$10.2K 0.15% 94
2023
Q3 		$577K Sell
1,410
-1
-0.1% -$444 0.15% 84
2023
Q2 		$650K Hold
1,411
– – 0.17% 79
2023
Q1 		$667K Hold
1,411
– – 0.19% 78
2022
Q4 		$686K Hold
1,411
– – 0.21% 72
2022
Q3 		$545K Buy
1,411
+1
+0.1% +$418 0.18% 73
2022
Q2 		$606K Hold
1,410
– – 0.19% 72
2022
Q1 		$622K Hold
1,410
– – 0.18% 75
2021
Q4 		$501K Sell
1,410
-15
-1% -$5.19K 0.14% 83
2021
Q3 		$492K Buy
1,425
+203
+17% +$73.5K 0.14% 81
2021
Q2 		$462K Buy
1,222
+15
+1% +$5.77K 0.14% 83
2021
Q1 		$446K Buy
1,207
+102
+9% +$35K 0.15% 83
2020
Q4 		$392K Buy
1,105
+1,082
+4,704% +$398K 0.15% 78
2020
Q3 		$9K Hold
23
– – ﹤0.01% 270
2020
Q2 		$8K Buy
+23
New +$8.69K ﹤0.01% 263

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
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

Ironwood Financial's LMT Position: Q2 2026 in Review

Ironwood Financial held its Lockheed Martin (LMT) position steady in Q2 2026 at 1,310 shares worth $682K. The position accounts for 0.11% of the portfolio, ranked #107.

Ironwood Financial first reported a position in LMT in Q2 2020 and has held it in 25 quarters since. The position peaked at $792K in Q1 2026. 1,040 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Ironwood Financial held 1,310 shares of Lockheed Martin worth $682K as of Q2 2026.
  • Ironwood Financial left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.11% of Ironwood Financial's portfolio in Q2 2026, its #107 holding.
  • Ironwood Financial first reported a position in Lockheed Martin in Q2 2020 and has held it in 25 quarters since.
  • Ironwood Financial's Lockheed Martin position peaked at $792K in Q1 2026.
  • 1,040 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.