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Marshall & Sterling Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Marshall & Sterling 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 		$573K Buy
1,125
+212
+23% +$115K 0.34% 56
2026
Q1 		$552K Sell
913
-330
-27% -$203K 0.36% 50
2025
Q4 		$601K Buy
1,243
+7
+0.6% +$3.35K 0.4% 47
2025
Q3 		$611K Buy
1,236
+10
+0.8% +$4.54K 0.39% 47
2025
Q2 		$561K Buy
1,226
+68
+6% +$31.8K 0.38% 48
2025
Q1 		$517K Buy
1,158
+22
+2% +$10.1K 0.35% 56
2024
Q4 		$552K Buy
+1,136
New +$619K 0.38% 51

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
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
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

Marshall & Sterling Wealth Advisors's LMT Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Lockheed Martin (LMT) stake by 23% in Q2 2026, buying an estimated $115K and bringing the position to 1,125 shares worth $573K. The position accounts for 0.34% of the portfolio, ranked #56.

Marshall & Sterling Wealth Advisors first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $611K in Q3 2025. 670 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 1,125 shares of Lockheed Martin worth $573K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors bought 212 Lockheed Martin shares in Q2 2026, an estimated $115K.
  • Lockheed Martin made up 0.34% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Lockheed Martin position peaked at $611K in Q3 2025.
  • 670 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.