MFG
LMT icon

Magnus Financial Group’s Lockheed Martin LMT Stock Holding History

Magnus Financial Group’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 		$2.91M Buy
5,705
+76
+1% +$41.1K 0.21% 84
2026
Q1 		$3.4M Buy
5,629
+24
+0.4% +$14.8K 0.28% 69
2025
Q4 		$2.71M Buy
5,605
+175
+3% +$83.7K 0.21% 90
2025
Q3 		$2.71M Buy
5,430
+15
+0.3% +$6.81K 0.21% 91
2025
Q2 		$2.51M Buy
5,415
+300
+6% +$140K 0.22% 90
2025
Q1 		$2.28M Buy
5,115
+98
+2% +$45.1K 0.22% 85
2024
Q4 		$2.44M Buy
5,017
+78
+2% +$42.5K 0.24% 85
2024
Q3 		$2.89M Buy
4,939
+57
+1% +$30.6K 0.29% 68
2024
Q2 		$2.28M Buy
4,882
+78
+2% +$36K 0.26% 75
2024
Q1 		$2.19M Buy
4,804
+197
+4% +$86.3K 0.26% 76
2023
Q4 		$2.09M Buy
4,607
+344
+8% +$152K 0.27% 66
2023
Q3 		$1.74M Sell
4,263
-67
-2% -$29.7K 0.25% 70
2023
Q2 		$1.99M Buy
4,330
+24
+0.6% +$11.1K 0.28% 63
2023
Q1 		$2.04M Buy
4,306
+149
+4% +$69.9K 0.31% 60
2022
Q4 		$2.02M Buy
4,157
+84
+2% +$39K 0.33% 60
2022
Q3 		$1.57M Buy
4,073
+201
+5% +$83.9K 0.3% 65
2022
Q2 		$1.67M Buy
3,872
+353
+10% +$155K 0.31% 62
2022
Q1 		$1.55M Buy
3,519
+2,423
+221% +$982K 0.26% 72
2021
Q4 		$389K Sell
1,096
-195
-15% -$67.4K 0.07% 164
2021
Q3 		$445K Buy
1,291
+29
+2% +$10.5K 0.09% 148
2021
Q2 		$477K Buy
1,262
+101
+9% +$38.8K 0.1% 133
2021
Q1 		$429K Sell
1,161
-1,051
-48% -$361K 0.1% 132
2020
Q4 		$785K Buy
2,212
+325
+17% +$119K 0.08% 93
2020
Q3 		$723K Sell
1,887
-954
-34% -$364K 0.08% 88
2020
Q2 		$1.04M Sell
2,841
-183
-6% -$69.1K 0.12% 71
2020
Q1 		$1.02M Buy
3,024
+2,257
+294% +$888K 0.14% 72
2019
Q4 		$299K Buy
+767
New +$294K 0.04% 301

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
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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Magnus Financial Group's LMT Position: Q2 2026 in Review

Magnus Financial Group increased its Lockheed Martin (LMT) stake by 1.4% in Q2 2026, buying an estimated $41.1K and bringing the position to 5,705 shares worth $2.91M. The position accounts for 0.21% of the portfolio, ranked #84.

Magnus Financial Group first reported a position in LMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.4M in Q1 2026. 833 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Magnus Financial Group held 5,705 shares of Lockheed Martin worth $2.91M as of Q2 2026.
  • Magnus Financial Group bought 76 Lockheed Martin shares in Q2 2026, an estimated $41.1K.
  • Lockheed Martin made up 0.21% of Magnus Financial Group's portfolio in Q2 2026, its #84 holding.
  • Magnus Financial Group first reported a position in Lockheed Martin in Q4 2019 and has held it in 27 quarters since.
  • Magnus Financial Group's Lockheed Martin position peaked at $3.4M in Q1 2026.
  • 833 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.