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Madrona Financial Services’s Lockheed Martin LMT Stock Holding History

Madrona Financial Services’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
-344
Closed -$208K – 146
2026
Q1 		$208K Buy
+344
New +$212K 0.05% 116
2025
Q4 		– Sell
-834
Closed -$416K – 135
2025
Q3 		$416K Hold
834
– – 0.09% 68
2025
Q2 		$386K Buy
834
+153
+22% +$71.6K 0.09% 71
2025
Q1 		$304K Sell
681
-3
-0.4% -$1.38K 0.08% 77
2024
Q4 		$332K Buy
684
+50
+8% +$27.3K 0.09% 76
2024
Q3 		$371K Buy
634
+2
+0.3% +$1.07K 0.1% 67
2024
Q2 		$295K Buy
632
+17
+3% +$7.86K 0.09% 69
2024
Q1 		$280K Buy
615
+17
+3% +$7.45K 0.1% 71
2023
Q4 		$271K Hold
598
– – 0.11% 69
2023
Q3 		$245K Sell
598
-21
-3% -$9.32K 0.11% 86
2023
Q2 		$285K Sell
619
-40
-6% -$18.6K 0.14% 75
2023
Q1 		$312K Buy
659
+18
+3% +$8.44K 0.17% 62
2022
Q4 		$312K Buy
641
+10
+2% +$4.65K 0.18% 54
2022
Q3 		$244K Buy
631
+122
+24% +$50.9K 0.15% 61
2022
Q2 		$219K Hold
509
– – 0.13% 73
2022
Q1 		$237K Buy
+509
New +$206K 0.12% 72
2020
Q1 		– Sell
-640
Closed -$249K – 52
2019
Q4 		$249K Buy
640
+100
+19% +$38.4K 0.18% 55
2019
Q3 		$211K Sell
540
-31
-5% -$11.7K 0.16% 56
2019
Q2 		$208K Buy
+571
New +$191K 0.19% 51
2018
Q2 		– Sell
-603
Closed -$204K – 42
2018
Q1 		$204K Buy
+603
New +$205K 0.16% 42

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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
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

Madrona Financial Services's LMT Position: Q2 2026 in Review

Madrona Financial Services sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 344 shares — an estimated $208K sold.

Madrona Financial Services first reported a position in LMT in Q1 2018 and held it in 20 quarters. The position peaked at $416K in Q3 2025. 718 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Madrona Financial Services reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Madrona Financial Services sold 344 Lockheed Martin shares in Q2 2026, an estimated $208K.
  • Madrona Financial Services first reported a position in Lockheed Martin in Q1 2018 and held it in 20 quarters.
  • Madrona Financial Services's Lockheed Martin position peaked at $416K in Q3 2025.
  • 718 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.