MFG
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Merit Financial Group’s Lockheed Martin LMT Stock Holding History

Merit 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 		$9.39M Sell
18,438
-3,266
-15% -$1.77M 0.06% 271
2026
Q1 		$13.1M Buy
21,704
+1,928
+10% +$1.19M 0.1% 190
2025
Q4 		$9.57M Buy
19,776
+5,035
+34% +$2.41M 0.08% 211
2025
Q3 		$7.36M Sell
14,741
-7,777
-35% -$3.53M 0.07% 218
2025
Q2 		$10.4M Buy
22,518
+9,557
+74% +$4.47M 0.12% 140
2025
Q1 		$5.79M Buy
12,961
+1,046
+9% +$481K 0.09% 191
2024
Q4 		$5.79M Buy
11,915
+2,173
+22% +$1.18M 0.1% 164
2024
Q3 		$5.69M Sell
9,742
-747
-7% -$401K 0.13% 133
2024
Q2 		$4.9M Sell
10,489
-405
-4% -$187K 0.11% 148
2024
Q1 		$5.03M Buy
10,894
+4,358
+67% +$1.91M 0.12% 136
2023
Q4 		$2.96M Sell
6,536
-3,193
-33% -$1.41M 0.09% 148
2023
Q3 		$3.98M Buy
9,729
+50
+0.5% +$22.2K 0.13% 127
2023
Q2 		$4.46M Buy
9,679
+2,321
+32% +$1.08M 0.14% 109
2023
Q1 		$3.48M Buy
7,358
+596
+9% +$279K 0.13% 121
2022
Q4 		$3.29M Buy
6,762
+283
+4% +$132K 0.12% 130
2022
Q3 		$2.5M Sell
6,479
-2,430
-27% -$1.01M 0.11% 131
2022
Q2 		$3.83M Buy
8,909
+5,568
+167% +$2.44M 0.12% 112
2022
Q1 		$1.48M Buy
3,341
+347
+12% +$141K 0.09% 124
2021
Q4 		$1.06M Buy
2,994
+44
+1% +$15.2K 0.1% 91
2021
Q3 		$1.02M Sell
2,950
-66
-2% -$23.9K 0.11% 95
2021
Q2 		$1.14M Buy
3,016
+436
+17% +$168K 0.11% 90
2021
Q1 		$953K Sell
2,580
-256
-9% -$87.8K 0.1% 95
2020
Q4 		$1.01M Sell
2,836
-179
-6% -$65.8K 0.1% 88
2020
Q3 		$1.16M Buy
3,015
+66
+2% +$25.2K 0.11% 75
2020
Q2 		$1.08M Sell
2,949
-13
-0.4% -$4.91K 0.11% 78
2020
Q1 		$1M Buy
2,962
+69
+2% +$27.1K 0.11% 78
2019
Q4 		$1.13M Buy
2,893
+2,210
+324% +$848K 0.1% 84
2019
Q3 		$266K Buy
683
+51
+8% +$19.2K 0.03% 122
2019
Q2 		$230K Buy
+632
New +$211K 0.03% 105
2018
Q4 		– Sell
-698
Closed -$241K – 116
2018
Q3 		$241K Sell
698
-95
-12% -$30.7K 0.04% 105
2018
Q2 		$234K Buy
793
+84
+12% +$27.1K 0.04% 105
2018
Q1 		$239K Sell
709
-934
-57% -$318K 0.05% 99
2017
Q4 		$527K Buy
+1,643
New +$518K 0.11% 38

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
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
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

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

Merit Financial Group reduced its Lockheed Martin (LMT) stake by 15% in Q2 2026, selling an estimated $1.77M and leaving 18,438 shares worth $9.39M. The position accounts for 0.06% of the portfolio, ranked #271.

Merit Financial Group first reported a position in LMT in Q4 2017 and has held it in 33 quarters since. The position peaked at $13.1M in Q1 2026. 487 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Merit Financial Group held 18,438 shares of Lockheed Martin worth $9.39M as of Q2 2026.
  • Merit Financial Group sold 3,266 Lockheed Martin shares in Q2 2026, an estimated $1.77M.
  • Lockheed Martin made up 0.06% of Merit Financial Group's portfolio in Q2 2026, its #271 holding.
  • Merit Financial Group first reported a position in Lockheed Martin in Q4 2017 and has held it in 33 quarters since.
  • Merit Financial Group's Lockheed Martin position peaked at $13.1M in Q1 2026.
  • 487 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.