KFA Private Wealth Group’s Lockheed Martin LMT Stock Holding History

KFA Private Wealth Group’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	$498K	Buy	978 +331	+51%	+$179K	0.12%	81
2026 Q1	$391K	Buy	647 +28	+5%	+$17.2K	0.09%	103
2025 Q4	$299K	Sell	619 -56	-8%	-$26.8K	0.07%	122
2025 Q3	$337K	Buy	675 +7	+1%	+$3.18K	0.1%	95
2025 Q2	$309K	Sell	668 -13	-2%	-$6.08K	0.1%	101
2025 Q1	$304K	Buy	681 +11	+2%	+$5.06K	0.11%	84
2024 Q4	$326K	Hold	670	–	–	0.14%	68
2024 Q3	$392K	Buy	670 +13	+2%	+$6.98K	0.19%	57
2024 Q2	$307K	Buy	657 +178	+37%	+$82.3K	0.16%	62
2024 Q1	$218K	Buy	479 +5	+1%	+$2.19K	0.07%	95
2023 Q4	$215K	Buy	+474	New	+$210K	0.08%	78

Other funds holding LMT

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

KFA Private Wealth Group's LMT Position: Q2 2026 in Review

KFA Private Wealth Group increased its Lockheed Martin (LMT) stake by 51% in Q2 2026, buying an estimated $179K and bringing the position to 978 shares worth $498K. The position accounts for 0.12% of the portfolio, ranked #81.

KFA Private Wealth Group first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. 1,039 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

KFA Private Wealth Group held 978 shares of Lockheed Martin worth $498K as of Q2 2026.
KFA Private Wealth Group bought 331 Lockheed Martin shares in Q2 2026, an estimated $179K.
Lockheed Martin made up 0.12% of KFA Private Wealth Group's portfolio in Q2 2026, its #81 holding.
KFA Private Wealth Group first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
1,039 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.