LOWM
LMT icon

Laurel Oak Wealth Management’s Lockheed Martin LMT Stock Holding History

Laurel Oak 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 		$551K Sell
1,082
-42
-4% -$22.7K 0.08% 184
2026
Q1 		$679K Buy
1,124
+14
+1% +$8.62K 0.11% 151
2025
Q4 		$537K Buy
+1,110
New +$531K 0.09% 177

Other funds holding LMT

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

Laurel Oak Wealth Management's LMT Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Lockheed Martin (LMT) stake by 3.7% in Q2 2026, selling an estimated $22.7K and leaving 1,082 shares worth $551K. The position accounts for 0.08% of the portfolio, ranked #184.

Laurel Oak Wealth Management first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $679K in Q1 2026. 1,063 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Laurel Oak Wealth Management held 1,082 shares of Lockheed Martin worth $551K as of Q2 2026.
  • Laurel Oak Wealth Management sold 42 Lockheed Martin shares in Q2 2026, an estimated $22.7K.
  • Lockheed Martin made up 0.08% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #184 holding.
  • Laurel Oak Wealth Management first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Lockheed Martin position peaked at $679K in Q1 2026.
  • 1,063 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.