KMWM
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Keudell/Morrison Wealth Management’s Lockheed Martin LMT Stock Holding History

Keudell/Morrison Wealth Management’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 		$957K Buy
1,879
+171
+10% +$92.4K 0.18% 82
2026
Q1 		$1.03M Sell
1,708
-5
-0.3% -$3.08K 0.21% 74
2025
Q4 		$829K Buy
+1,713
New +$820K 0.17% 85
2025
Q2 		$820K Buy
1,770
+57
+3% +$26.7K 0.18% 77
2025
Q1 		$765K Buy
1,713
+43
+3% +$19.8K 0.18% 79
2024
Q4 		$812K Sell
1,670
-65
-4% -$35.4K 0.21% 75
2024
Q3 		$1.01M Sell
1,735
-4
-0.2% -$2.15K 0.28% 63
2024
Q2 		$812K Buy
1,739
+1
+0.1% +$462 0.24% 75
2024
Q1 		$790K Buy
1,738
+75
+5% +$32.9K 0.24% 80
2023
Q4 		$754K Sell
1,663
-39
-2% -$17.3K 0.25% 79
2023
Q3 		$696K Buy
1,702
+55
+3% +$24.4K 0.21% 77
2023
Q2 		$758K Buy
1,647
+4
+0.2% +$1.86K 0.22% 74
2023
Q1 		$777K Buy
1,643
+24
+1% +$11.3K 0.23% 73
2022
Q4 		$788K Sell
1,619
-24
-1% -$11.2K 0.25% 73
2022
Q3 		$635K Buy
1,643
+79
+5% +$33K 0.24% 83
2022
Q2 		$672K Sell
1,564
-9
-0.6% -$3.95K 0.24% 83
2022
Q1 		$694K Sell
1,573
-322
-17% -$131K 0.29% 80
2021
Q4 		$674K Buy
1,895
+558
+42% +$193K 0.27% 81
2021
Q3 		$461K Buy
1,337
+295
+28% +$107K 0.2% 107
2021
Q2 		$394K Buy
1,042
+400
+62% +$154K 0.22% 113
2021
Q1 		$237K Buy
+642
New +$220K 0.14% 151

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

Keudell/Morrison Wealth Management's LMT Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its Lockheed Martin (LMT) stake by 10% in Q2 2026, buying an estimated $92.4K and bringing the position to 1,879 shares worth $957K. The position accounts for 0.18% of the portfolio, ranked #82.

Keudell/Morrison Wealth Management first reported a position in LMT in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.03M in Q1 2026. 805 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Keudell/Morrison Wealth Management held 1,879 shares of Lockheed Martin worth $957K as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 171 Lockheed Martin shares in Q2 2026, an estimated $92.4K.
  • Lockheed Martin made up 0.18% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Keudell/Morrison Wealth Management first reported a position in Lockheed Martin in Q1 2021 and has held it in 21 quarters since.
  • Keudell/Morrison Wealth Management's Lockheed Martin position peaked at $1.03M in Q1 2026.
  • 805 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.