Lineweaver Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Lineweaver Wealth Advisors’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	$2.51M	Buy	4,936 +779	+19%	+$421K	0.3%	76
2026 Q1	$2.51M	Sell	4,157 -596	-13%	-$367K	0.34%	64
2025 Q4	$2.3M	Buy	4,753 +271	+6%	+$130K	0.31%	62
2025 Q3	$2.24M	Sell	4,482 -469	-9%	-$213K	0.33%	59
2025 Q2	$2.29M	Buy	4,951 +491	+11%	+$230K	0.36%	55
2025 Q1	$2M	Sell	4,460 -271	-6%	-$125K	0.34%	57
2024 Q4	$2.31M	Buy	4,731 +718	+18%	+$391K	0.43%	48
2024 Q3	$2.36M	Buy	4,013 +165	+4%	+$88.6K	0.45%	44
2024 Q2	$1.81M	Buy	3,848 +378	+11%	+$175K	0.37%	49
2024 Q1	$1.58M	Buy	3,470 +299	+9%	+$131K	0.38%	57
2023 Q4	$1.44M	Buy	3,171 +1,204	+61%	+$533K	0.37%	54
2023 Q3	$805K	Buy	1,967 +1,093	+125%	+$485K	0.23%	71
2023 Q2	$403K	Buy	+874	New	+$406K	0.11%	90

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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Lineweaver Wealth Advisors's LMT Position: Q2 2026 in Review

Lineweaver Wealth Advisors increased its Lockheed Martin (LMT) stake by 19% in Q2 2026, buying an estimated $421K and bringing the position to 4,936 shares worth $2.51M. The position accounts for 0.3% of the portfolio, ranked #76.

Lineweaver Wealth Advisors first reported a position in LMT in Q2 2023 and has held it in 13 quarters since. 1,183 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Lineweaver Wealth Advisors held 4,936 shares of Lockheed Martin worth $2.51M as of Q2 2026.
Lineweaver Wealth Advisors bought 779 Lockheed Martin shares in Q2 2026, an estimated $421K.
Lockheed Martin made up 0.3% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #76 holding.
Lineweaver Wealth Advisors first reported a position in Lockheed Martin in Q2 2023 and has held it in 13 quarters since.
1,183 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.