MFA Wealth Services’s Lockheed Martin LMT Stock Holding History

MFA Wealth Services’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	$312K	Sell	612 -8	-1%	-$4.33K	0.19%	110
2026 Q1	$374K	Buy	620 +15	+2%	+$9.24K	0.25%	93
2025 Q4	$293K	Buy	605 +8	+1%	+$3.83K	0.2%	101
2025 Q3	$298K	Buy	597 +18	+3%	+$8.17K	0.21%	95
2025 Q2	$268K	Hold	579	–	–	0.2%	98
2025 Q1	$259K	Buy	579 +11	+2%	+$5.06K	0.21%	92
2024 Q4	$276K	Buy	+568	New	+$310K	0.22%	89

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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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

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

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

MFA Wealth Services reduced its Lockheed Martin (LMT) stake by 1.3% in Q2 2026, selling an estimated $4.33K and leaving 612 shares worth $312K. The position accounts for 0.19% of the portfolio, ranked #110.

MFA Wealth Services first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $374K in Q1 2026. 718 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

MFA Wealth Services held 612 shares of Lockheed Martin worth $312K as of Q2 2026.
MFA Wealth Services sold 8 Lockheed Martin shares in Q2 2026, an estimated $4.33K.
Lockheed Martin made up 0.19% of MFA Wealth Services's portfolio in Q2 2026, its #110 holding.
MFA Wealth Services first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
MFA Wealth Services's Lockheed Martin position peaked at $374K in Q1 2026.
718 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.