LWM
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LongView Wealth Management’s Lockheed Martin LMT Stock Holding History

LongView 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 		– Sell
-378
Closed -$231K – 243
2026
Q1 		$231K Sell
378
-160
-30% -$98.6K 0.06% 228
2025
Q4 		$296K Buy
538
+1
+0.2% +$479 0.07% 203
2025
Q3 		$268K Hold
537
– – 0.07% 195
2025
Q2 		$249K Hold
537
– – 0.08% 189
2025
Q1 		$240K Buy
537
+1
+0.2% +$460 0.07% 184
2024
Q4 		$260K Sell
536
-44
-8% -$24K 0.08% 176
2024
Q3 		$339K Sell
580
-6
-1% -$3.22K 0.11% 147
2024
Q2 		$274K Buy
586
+90
+18% +$41.6K 0.1% 157
2024
Q1 		$226K Sell
496
-13
-3% -$5.7K 0.09% 162
2023
Q4 		$232K Buy
+509
New +$226K 0.1% 157

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
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
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

LongView Wealth Management's LMT Position: Q2 2026 in Review

LongView Wealth Management sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 378 shares — an estimated $231K sold.

LongView Wealth Management first reported a position in LMT in Q4 2023 and held it in 10 quarters. The position peaked at $339K in Q3 2024. 487 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • LongView Wealth Management reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • LongView Wealth Management sold 378 Lockheed Martin shares in Q2 2026, an estimated $231K.
  • LongView Wealth Management first reported a position in Lockheed Martin in Q4 2023 and held it in 10 quarters.
  • LongView Wealth Management's Lockheed Martin position peaked at $339K in Q3 2024.
  • 487 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.