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McGlone Suttner Wealth Management’s Lockheed Martin LMT Stock Holding History

McGlone Suttner 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 		$560K Buy
1,098
+59
+6% +$31.9K 0.07% 123
2026
Q1 		$628K Buy
1,039
+54
+5% +$33.3K 0.08% 106
2025
Q4 		$476K Buy
985
+19
+2% +$9.09K 0.06% 121
2025
Q3 		$482K Buy
966
+36
+4% +$16.3K 0.07% 123
2025
Q2 		$431K Buy
930
+51
+6% +$23.9K 0.07% 127
2025
Q1 		$393K Sell
879
-97
-10% -$44.7K 0.06% 130
2024
Q4 		$474K Sell
976
-95
-9% -$51.8K 0.08% 108
2024
Q3 		$626K Buy
1,071
+381
+55% +$205K 0.13% 86
2024
Q2 		$313K Sell
690
-219
-24% -$101K 0.06% 118
2024
Q1 		$413K Buy
909
+219
+32% +$96K 0.08% 106
2023
Q4 		$313K Buy
690
+126
+22% +$55.8K 0.06% 118
2023
Q3 		$232K Buy
564
+31
+6% +$13.8K 0.05% 127
2023
Q2 		$247K Buy
533
+32
+6% +$14.9K 0.06% 128
2023
Q1 		$238K Sell
501
-15
-3% -$7.03K 0.06% 125
2022
Q4 		$252K Buy
+516
New +$240K 0.08% 110

Other funds holding LMT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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

McGlone Suttner Wealth Management's LMT Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Lockheed Martin (LMT) stake by 5.7% in Q2 2026, buying an estimated $31.9K and bringing the position to 1,098 shares worth $560K. The position accounts for 0.07% of the portfolio, ranked #123.

McGlone Suttner Wealth Management first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $628K in Q1 2026. 1,044 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • McGlone Suttner Wealth Management held 1,098 shares of Lockheed Martin worth $560K as of Q2 2026.
  • McGlone Suttner Wealth Management bought 59 Lockheed Martin shares in Q2 2026, an estimated $31.9K.
  • Lockheed Martin made up 0.07% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #123 holding.
  • McGlone Suttner Wealth Management first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
  • McGlone Suttner Wealth Management's Lockheed Martin position peaked at $628K in Q1 2026.
  • 1,044 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.