JFA
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JNBA Financial Advisors’s Lockheed Martin LMT Stock Holding History

JNBA Financial 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 		$30.6K Sell
60
-51
-46% -$27.6K ﹤0.01% 385
2026
Q1 		$67.1K Sell
111
-11
-9% -$6.78K 0.01% 269
2025
Q4 		$59K Hold
122
– – 0.01% 288
2025
Q3 		$60.9K Buy
122
+10
+9% +$4.54K 0.01% 281
2025
Q2 		$51.9K Sell
112
-50
-31% -$23.4K 0.01% 286
2025
Q1 		$72.4K Buy
162
+45
+38% +$20.7K 0.01% 244
2024
Q4 		$56.9K Hold
117
– – 0.01% 271
2024
Q3 		$68.4K Sell
117
-31
-21% -$16.6K 0.01% 259
2024
Q2 		$69.1K Hold
148
– – 0.01% 258
2024
Q1 		$67.3K Hold
148
– – 0.01% 264
2023
Q4 		$67.1K Sell
148
-3
-2% -$1.33K 0.01% 260
2023
Q3 		$61.8K Sell
151
-2
-1% -$887 0.01% 261
2023
Q2 		$70.4K Sell
153
-139
-48% -$64.5K 0.01% 258
2023
Q1 		$138K Buy
292
+128
+78% +$60K 0.02% 213
2022
Q4 		$79.8K Hold
164
– – 0.01% 248
2022
Q3 		$63K Hold
164
– – 0.01% 257
2022
Q2 		$71K Buy
164
+20
+14% +$8.78K 0.01% 251
2022
Q1 		$64K Sell
144
-10
-6% -$4.05K 0.01% 266
2021
Q4 		$55K Buy
154
+7
+5% +$2.42K 0.01% 293
2021
Q3 		$51K Buy
147
+37
+34% +$13.4K 0.01% 291
2021
Q2 		$42K Sell
110
-3
-3% -$1.15K 0.01% 309
2021
Q1 		$42K Buy
113
+48
+74% +$16.5K 0.01% 304
2020
Q4 		$23K Hold
65
– – ﹤0.01% 350
2020
Q3 		$25K Buy
65
+5
+8% +$1.91K 0.01% 312
2020
Q2 		$22K Hold
60
– – ﹤0.01% 320
2020
Q1 		$20K Hold
60
– – ﹤0.01% 307
2019
Q4 		$23K Buy
60
+5
+9% +$1.92K ﹤0.01% 335
2019
Q3 		$21K Buy
55
+10
+22% +$3.76K ﹤0.01% 331
2019
Q2 		$16K Hold
45
– – ﹤0.01% 377
2019
Q1 		$14K Hold
45
– – ﹤0.01% 370
2018
Q4 		$12K Buy
+45
New +$13.7K ﹤0.01% 357
2018
Q3 		– Sell
-45
Closed -$13K – 609
2018
Q2 		$13K Hold
45
– – ﹤0.01% 374
2018
Q1 		$15K Buy
45
+22
+96% +$7.49K ﹤0.01% 338
2017
Q4 		$7K Hold
23
– – ﹤0.01% 393
2017
Q3 		$7K Hold
23
– – ﹤0.01% 382
2017
Q2 		$6K Sell
23
-59
-72% -$16.2K ﹤0.01% 381
2017
Q1 		$22K Hold
82
– – 0.01% 280
2016
Q4 		$20K Sell
82
-548
-87% -$137K ﹤0.01% 298
2016
Q3 		$151K Buy
630
+548
+668% +$137K 0.02% 277
2016
Q2 		$20K Hold
82
– – 0.01% 291
2016
Q1 		$18K Hold
82
– – 0.01% 298
2015
Q4 		$18K Buy
82
+23
+39% +$4.99K 0.01% 294
2015
Q3 		$12K Hold
59
– – 0.01% 336
2015
Q2 		$11K Hold
59
– – ﹤0.01% 342
2015
Q1 		$12K Hold
59
– – ﹤0.01% 350
2014
Q4 		$11K Hold
59
– – ﹤0.01% 350
2014
Q3 		$11K Hold
59
– – 0.01% 356
2014
Q2 		$9K Buy
+59
New +$9.59K ﹤0.01% 361

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

JNBA Financial Advisors's LMT Position: Q2 2026 in Review

JNBA Financial Advisors reduced its Lockheed Martin (LMT) stake by 46% in Q2 2026, selling an estimated $27.6K and leaving 60 shares worth $30.6K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

JNBA Financial Advisors first reported a position in LMT in Q2 2014 and has held it in 48 quarters since. The position peaked at $151K in Q3 2016. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • JNBA Financial Advisors held 60 shares of Lockheed Martin worth $30.6K as of Q2 2026.
  • JNBA Financial Advisors sold 51 Lockheed Martin shares in Q2 2026, an estimated $27.6K.
  • Lockheed Martin made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #385 holding.
  • JNBA Financial Advisors first reported a position in Lockheed Martin in Q2 2014 and has held it in 48 quarters since.
  • JNBA Financial Advisors's Lockheed Martin position peaked at $151K in Q3 2016.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.