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LifeWealth Investments’s Lockheed Martin LMT Stock Holding History

LifeWealth Investments’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 		$422K Buy
828
+218
+36% +$118K 0.11% 92
2026
Q1 		$368K Sell
610
-974
-61% -$600K 0.11% 97
2025
Q4 		$766K Sell
1,584
-1,777
-53% -$850K 0.24% 67
2025
Q3 		$1.68M Buy
3,361
+313
+10% +$142K 0.26% 68
2025
Q2 		$1.41M Buy
3,048
+1,491
+96% +$698K 0.24% 73
2025
Q1 		$696K Buy
1,557
+430
+38% +$198K 0.15% 100
2024
Q4 		$547K Buy
+1,127
New +$614K 0.36% 65

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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 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

LifeWealth Investments's LMT Position: Q2 2026 in Review

LifeWealth Investments increased its Lockheed Martin (LMT) stake by 36% in Q2 2026, buying an estimated $118K and bringing the position to 828 shares worth $422K. The position accounts for 0.11% of the portfolio, ranked #92.

LifeWealth Investments first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.68M in Q3 2025. 1,088 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • LifeWealth Investments held 828 shares of Lockheed Martin worth $422K as of Q2 2026.
  • LifeWealth Investments bought 218 Lockheed Martin shares in Q2 2026, an estimated $118K.
  • Lockheed Martin made up 0.11% of LifeWealth Investments's portfolio in Q2 2026, its #92 holding.
  • LifeWealth Investments first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • LifeWealth Investments's Lockheed Martin position peaked at $1.68M in Q3 2025.
  • 1,088 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.