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Marshall Financial Group (Maryland)’s Lockheed Martin LMT Stock Holding History

Marshall Financial Group (Maryland)’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 		$3.34M Buy
6,550
+19
+0.3% +$10.3K 0.49% 42
2026
Q1 		$3.95M Sell
6,531
-233
-3% -$144K 0.63% 27
2025
Q4 		$3.27M Sell
6,764
-347
-5% -$166K 0.63% 26
2025
Q3 		$3.55M Buy
7,111
+216
+3% +$98K 0.69% 28
2025
Q2 		$3.23M Buy
6,895
+309
+5% +$145K 0.63% 30
2025
Q1 		$2.94M Buy
6,586
+521
+9% +$240K 0.64% 33
2024
Q4 		$2.95M Sell
6,065
-265
-4% -$144K 0.71% 29
2024
Q3 		$3.7M Buy
6,330
+920
+17% +$494K 0.88% 21
2024
Q2 		$2.53M Buy
5,410
+4,746
+715% +$2.19M 0.71% 30
2024
Q1 		$302K Sell
664
-2
-0.3% -$877 0.09% 150
2023
Q4 		$302K Buy
666
+12
+2% +$5.32K 0.1% 148
2023
Q3 		$267K Sell
654
-25
-4% -$11.1K 0.1% 148
2023
Q2 		$313K Buy
679
+101
+17% +$46.9K 0.11% 142
2023
Q1 		$273K Sell
578
-104
-15% -$48.8K 0.1% 153
2022
Q4 		$332K Hold
682
– – 0.13% 137
2022
Q3 		$263K Sell
682
-11
-2% -$4.59K 0.11% 159
2022
Q2 		$298K Sell
693
-8
-1% -$3.51K 0.12% 152
2022
Q1 		$309K Hold
701
– – 0.13% 168
2021
Q4 		$249K Buy
701
+86
+14% +$29.7K 0.09% 193
2021
Q3 		$212K Hold
615
– – 0.11% 166
2021
Q2 		$233K Sell
615
-50
-8% -$19.2K 0.13% 159
2021
Q1 		$246K Sell
665
-380
-36% -$130K 0.15% 122
2020
Q4 		$371K Buy
+1,045
New +$384K 0.24% 99

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

Marshall Financial Group (Maryland)'s LMT Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Lockheed Martin (LMT) stake by 0.29% in Q2 2026, buying an estimated $10.3K and bringing the position to 6,550 shares worth $3.34M. The position accounts for 0.49% of the portfolio, ranked #42.

Marshall Financial Group (Maryland) first reported a position in LMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.95M in Q1 2026. 991 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Marshall Financial Group (Maryland) held 6,550 shares of Lockheed Martin worth $3.34M as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 19 Lockheed Martin shares in Q2 2026, an estimated $10.3K.
  • Lockheed Martin made up 0.49% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #42 holding.
  • Marshall Financial Group (Maryland) first reported a position in Lockheed Martin in Q4 2020 and has held it in 23 quarters since.
  • Marshall Financial Group (Maryland)'s Lockheed Martin position peaked at $3.95M in Q1 2026.
  • 991 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.