JWA
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JFS Wealth Advisors’s Lockheed Martin LMT Stock Holding History

JFS Wealth Advisors’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 		$295K Sell
580
-10
-2% -$5.41K 0.01% 297
2026
Q1 		$357K Sell
590
-16
-3% -$9.86K 0.02% 260
2025
Q4 		$293K Sell
606
-211
-26% -$101K 0.02% 276
2025
Q3 		$408K Buy
817
+218
+36% +$98.9K 0.02% 246
2025
Q2 		$277K Buy
599
+268
+81% +$125K 0.02% 269
2025
Q1 		$148K Sell
331
-10
-3% -$4.6K 0.01% 331
2024
Q4 		$166K Sell
341
-31
-8% -$16.9K 0.01% 311
2024
Q3 		$217K Buy
372
+2
+0.5% +$1.07K 0.01% 279
2024
Q2 		$173K Sell
370
-8
-2% -$3.7K 0.01% 254
2024
Q1 		$172K Sell
378
-44
-10% -$19.3K 0.01% 253
2023
Q4 		$191K Buy
422
+43
+11% +$19.1K 0.02% 241
2023
Q3 		$155K Sell
379
-19
-5% -$8.43K 0.01% 246
2023
Q2 		$183K Sell
398
-20
-5% -$9.28K 0.02% 228
2023
Q1 		$198K Buy
418
+5
+1% +$2.35K 0.02% 216
2022
Q4 		$201K Sell
413
-22
-5% -$10.2K 0.02% 214
2022
Q3 		$168K Buy
435
+1
+0.2% +$418 0.02% 232
2022
Q2 		$187K Buy
434
+122
+39% +$53.6K 0.02% 216
2022
Q1 		$138K Buy
312
+50
+19% +$20.3K 0.01% 263
2021
Q4 		$93K Sell
262
-398
-60% -$138K 0.01% 318
2021
Q3 		$228K Buy
660
+103
+18% +$37.3K 0.02% 211
2021
Q2 		$211K Sell
557
-57
-9% -$21.9K 0.03% 164
2021
Q1 		$227K Sell
614
-10
-2% -$3.43K 0.05% 140
2020
Q4 		$222K Buy
624
+17
+3% +$6.25K 0.05% 137
2020
Q3 		$233K Buy
607
+3
+0.5% +$1.15K 0.06% 126
2020
Q2 		$221K Buy
604
+3
+0.5% +$1.13K 0.06% 128
2020
Q1 		$204K Buy
601
+446
+288% +$175K 0.06% 124
2019
Q4 		$60K Buy
155
+7
+5% +$2.69K 0.01% 229
2019
Q3 		$58K Hold
148
– – 0.01% 227
2019
Q2 		$54K Hold
148
– – 0.01% 234
2019
Q1 		$44K Sell
148
-50
-25% -$14.7K 0.01% 234
2018
Q4 		$52K Buy
198
+50
+34% +$15.2K 0.01% 227
2018
Q3 		$51K Hold
148
– – 0.01% 246
2018
Q2 		$44K Hold
148
– – 0.01% 252
2018
Q1 		$50K Hold
148
– – 0.01% 246
2017
Q4 		$48K Hold
148
– – 0.01% 257
2017
Q3 		$46K Hold
148
– – 0.01% 251
2017
Q2 		$41K Hold
148
– – 0.01% 236
2017
Q1 		$37K Hold
148
– – 0.01% 251
2016
Q4 		$37K Hold
148
– – 0.01% 251
2016
Q3 		$35K Hold
148
– – 0.01% 273
2016
Q2 		$37K Sell
148
-4
-3% -$943 0.01% 284
2016
Q1 		$34K Buy
152
+4
+3% +$861 0.01% 273
2015
Q4 		$32K Hold
148
– – 0.01% 281
2015
Q3 		$31K Sell
148
-130
-47% -$26.4K 0.01% 242
2015
Q2 		$52K Sell
278
-12
-4% -$2.31K 0.03% 179
2015
Q1 		$59K Sell
290
-4
-1% -$790 0.03% 170
2014
Q4 		$57K Buy
294
+9
+3% +$1.67K 0.01% 172
2014
Q3 		$52K Sell
285
-12
-4% -$2.04K 0.01% 176
2014
Q2 		$48K Buy
+297
New +$48.3K 0.01% 192

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

JFS Wealth Advisors's LMT Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Lockheed Martin (LMT) stake by 1.7% in Q2 2026, selling an estimated $5.41K and leaving 580 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #297.

JFS Wealth Advisors first reported a position in LMT in Q2 2014 and has held it in 49 quarters since. The position peaked at $408K in Q3 2025. 1,005 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • JFS Wealth Advisors held 580 shares of Lockheed Martin worth $295K as of Q2 2026.
  • JFS Wealth Advisors sold 10 Lockheed Martin shares in Q2 2026, an estimated $5.41K.
  • Lockheed Martin made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #297 holding.
  • JFS Wealth Advisors first reported a position in Lockheed Martin in Q2 2014 and has held it in 49 quarters since.
  • JFS Wealth Advisors's Lockheed Martin position peaked at $408K in Q3 2025.
  • 1,005 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.