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Lantz Financial’s Lockheed Martin LMT Stock Holding History

Lantz 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 		$2.27M Buy
4,456
+12
+0.3% +$6.49K 0.42% 65
2026
Q1 		$2.69M Sell
4,444
-45
-1% -$27.7K 0.56% 47
2025
Q4 		$2.17M Sell
4,489
-47
-1% -$22.5K 0.46% 55
2025
Q3 		$2.26M Sell
4,536
-103
-2% -$46.7K 0.5% 56
2025
Q2 		$2.15M Sell
4,639
-33
-0.7% -$15.4K 0.54% 52
2025
Q1 		$2.09M Sell
4,672
-221
-5% -$102K 0.57% 47
2024
Q4 		$2.38M Buy
4,893
+1
+0% +$545 0.63% 42
2024
Q3 		$2.86M Buy
4,892
+10
+0.2% +$5.37K 0.77% 31
2024
Q2 		$2.28M Buy
4,882
+123
+3% +$56.8K 0.71% 33
2024
Q1 		$2.16M Buy
4,759
+148
+3% +$64.9K 0.7% 44
2023
Q4 		$2.09M Buy
4,611
+115
+3% +$51K 0.75% 33
2023
Q3 		$1.84M Sell
4,496
-99
-2% -$43.9K 0.73% 34
2023
Q2 		$2.12M Buy
4,595
+14
+0.3% +$6.5K 0.83% 29
2023
Q1 		$2.17M Sell
4,581
-74
-2% -$34.7K 0.9% 26
2022
Q4 		$2.26M Sell
4,655
-12
-0.3% -$5.58K 1.03% 21
2022
Q3 		$1.8M Buy
4,667
+13
+0.3% +$5.43K 0.94% 23
2022
Q2 		$2M Sell
4,654
-18
-0.4% -$7.9K 0.9% 25
2022
Q1 		$2.06M Sell
4,672
-136
-3% -$55.1K 0.84% 23
2021
Q4 		$1.71M Buy
4,808
+320
+7% +$111K 0.79% 36
2021
Q3 		$1.55M Buy
4,488
+112
+3% +$40.5K 0.79% 38
2021
Q2 		$1.66M Sell
4,376
-2
-0% -$769 0.85% 32
2021
Q1 		$1.62M Sell
4,378
-90
-2% -$30.9K 0.92% 31
2020
Q4 		$1.59M Sell
4,468
-41
-0.9% -$15.1K 0.99% 24
2020
Q3 		$1.73M Sell
4,509
-26
-0.6% -$9.92K 1.16% 19
2020
Q2 		$1.66M Sell
4,535
-135
-3% -$51K 1.19% 16
2020
Q1 		$1.58M Sell
4,670
-621
-12% -$244K 1.24% 14
2019
Q4 		$2.06M Buy
5,291
+829
+19% +$318K 1.22% 14
2019
Q3 		$1.69M Buy
4,462
+31
+0.7% +$11.7K 1.14% 16
2019
Q2 		$1.63M Buy
4,431
+89
+2% +$29.8K 1.1% 20
2019
Q1 		$1.3M Buy
+4,342
New +$1.27M 0.95% 35

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Lantz Financial's LMT Position: Q2 2026 in Review

Lantz Financial increased its Lockheed Martin (LMT) stake by 0.27% in Q2 2026, buying an estimated $6.49K and bringing the position to 4,456 shares worth $2.27M. The position accounts for 0.42% of the portfolio, ranked #65.

Lantz Financial first reported a position in LMT in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.86M in Q3 2024. 649 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Lantz Financial held 4,456 shares of Lockheed Martin worth $2.27M as of Q2 2026.
  • Lantz Financial bought 12 Lockheed Martin shares in Q2 2026, an estimated $6.49K.
  • Lockheed Martin made up 0.42% of Lantz Financial's portfolio in Q2 2026, its #65 holding.
  • Lantz Financial first reported a position in Lockheed Martin in Q1 2019 and has held it in 30 quarters since.
  • Lantz Financial's Lockheed Martin position peaked at $2.86M in Q3 2024.
  • 649 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.