JF
LMT icon

Joule Financial’s Lockheed Martin LMT Stock Holding History

Joule 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 		$259K Buy
508
+1
+0.2% +$541 0.07% 96
2026
Q1 		$307K Sell
507
-1
-0.2% -$616 0.09% 89
2025
Q4 		$246K Buy
508
+32
+7% +$15.3K 0.07% 99
2025
Q3 		$238K Hold
476
– – 0.07% 103
2025
Q2 		$220K Buy
+476
New +$223K 0.07% 102
2025
Q1 		– Sell
-427
Closed -$207K – 110
2024
Q4 		$207K Buy
427
+9
+2% +$4.91K 0.07% 104
2024
Q3 		$244K Buy
+418
New +$224K 0.09% 93

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

Joule Financial's LMT Position: Q2 2026 in Review

Joule Financial increased its Lockheed Martin (LMT) stake by 0.2% in Q2 2026, buying an estimated $541 and bringing the position to 508 shares worth $259K. The position accounts for 0.07% of the portfolio, ranked #96.

Joule Financial first reported a position in LMT in Q3 2024 and has held it in 7 quarters since. The position peaked at $307K in Q1 2026. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Joule Financial held 508 shares of Lockheed Martin worth $259K as of Q2 2026.
  • Joule Financial bought 1 Lockheed Martin share in Q2 2026, an estimated $541.
  • Lockheed Martin made up 0.07% of Joule Financial's portfolio in Q2 2026, its #96 holding.
  • Joule Financial first reported a position in Lockheed Martin in Q3 2024 and has held it in 7 quarters since.
  • Joule Financial's Lockheed Martin position peaked at $307K in Q1 2026.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.