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MFA Wealth Advisors’s Lockheed Martin LMT Stock Holding History

MFA 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 		$200K Sell
393
-5,068
-93% -$2.74M 0.03% 99
2026
Q1 		$3.3M Buy
5,461
+146
+3% +$89.9K 0.65% 32
2025
Q4 		$2.57M Buy
5,315
+406
+8% +$194K 0.54% 34
2025
Q3 		$2.45M Buy
4,909
+208
+4% +$94.4K 0.54% 35
2025
Q2 		$2.18M Sell
4,701
-74
-2% -$34.6K 0.51% 38
2025
Q1 		$2.13M Buy
4,775
+598
+14% +$275K 0.53% 34
2024
Q4 		$2.03M Buy
4,177
+359
+9% +$196K 0.52% 33
2024
Q3 		$2.23M Buy
3,818
+713
+23% +$383K 0.49% 40
2024
Q2 		$1.45M Buy
3,105
+344
+12% +$159K 0.32% 47
2024
Q1 		$1.26M Buy
2,761
+615
+29% +$270K 0.33% 43
2023
Q4 		$973K Buy
2,146
+945
+79% +$419K 0.27% 46
2023
Q3 		$491K Sell
1,201
-2,550
-68% -$1.13M 0.15% 59
2023
Q2 		$1.73M Buy
3,751
+105
+3% +$48.7K 0.54% 29
2023
Q1 		$1.72M Buy
3,646
+46
+1% +$21.6K 0.57% 27
2022
Q4 		$1.75M Sell
3,600
-227
-6% -$105K 0.63% 27
2022
Q3 		$1.48M Buy
3,827
+200
+6% +$83.5K 0.55% 30
2022
Q2 		$1.55M Buy
3,627
+286
+9% +$126K 0.56% 31
2022
Q1 		$1.47M Buy
+3,341
New +$1.35M 0.47% 34
2020
Q3 		– Sell
-17
Closed -$6.2K – 135
2020
Q2 		$6.2K Buy
+17
New +$6.42K ﹤0.01% 191

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

MFA Wealth Advisors's LMT Position: Q2 2026 in Review

MFA Wealth Advisors reduced its Lockheed Martin (LMT) stake by 93% in Q2 2026, selling an estimated $2.74M and leaving 393 shares worth $200K. The position accounts for 0.03% of the portfolio, ranked #99.

MFA Wealth Advisors first reported a position in LMT in Q2 2020 and has held it in 19 quarters since. The position peaked at $3.3M in Q1 2026. 939 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • MFA Wealth Advisors held 393 shares of Lockheed Martin worth $200K as of Q2 2026.
  • MFA Wealth Advisors sold 5,068 Lockheed Martin shares in Q2 2026, an estimated $2.74M.
  • Lockheed Martin made up 0.03% of MFA Wealth Advisors's portfolio in Q2 2026, its #99 holding.
  • MFA Wealth Advisors first reported a position in Lockheed Martin in Q2 2020 and has held it in 19 quarters since.
  • MFA Wealth Advisors's Lockheed Martin position peaked at $3.3M in Q1 2026.
  • 939 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on MFA Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.