Mattern Wealth Management’s Lockheed Martin LMT Stock Holding History

Mattern 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	$208K	Buy	409 +6	+1%	+$3.24K	0.03%	177
2026 Q1	$244K	Buy	+403	New	+$248K	0.05%	138
2025 Q4	–	Sell	-403	Closed	-$201K	–	159
2025 Q3	$201K	Buy	+403	New	+$183K	0.04%	152
2024 Q4	–	Sell	-393	Closed	-$230K	–	176
2024 Q3	$230K	Buy	+393	New	+$211K	0.05%	162
2024 Q2	–	Sell	-483	Closed	-$220K	–	179
2024 Q1	$220K	Hold	483	–	–	0.05%	169
2023 Q4	$219K	Buy	+483	New	+$214K	0.06%	163
2023 Q3	–	Sell	-483	Closed	-$222K	–	170
2023 Q2	$222K	Hold	483	–	–	0.06%	157
2023 Q1	$228K	Hold	483	–	–	0.08%	161
2022 Q4	$235K	Buy	+483	New	+$224K	0.1%	147

Other funds holding LMT

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

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

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

Mattern Wealth Management increased its Lockheed Martin (LMT) stake by 1.5% in Q2 2026, buying an estimated $3.24K and bringing the position to 409 shares worth $208K. The position accounts for 0.03% of the portfolio, ranked #177.

Mattern Wealth Management first reported a position in LMT in Q4 2022 and has held it in 9 quarters since. The position peaked at $244K in Q1 2026. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Mattern Wealth Management held 409 shares of Lockheed Martin worth $208K as of Q2 2026.
Mattern Wealth Management bought 6 Lockheed Martin shares in Q2 2026, an estimated $3.24K.
Lockheed Martin made up 0.03% of Mattern Wealth Management's portfolio in Q2 2026, its #177 holding.
Mattern Wealth Management first reported a position in Lockheed Martin in Q4 2022 and has held it in 9 quarters since.
Mattern Wealth Management's Lockheed Martin position peaked at $244K in Q1 2026.
898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.