Midland Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Midland 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	$354K	Buy	695 +16	+2%	+$8.65K	0.02%	130
2026 Q1	$410K	Sell	679 -2	-0.3%	-$1.23K	0.02%	117
2025 Q4	$329K	Sell	681 -50	-7%	-$23.9K	0.02%	130
2025 Q3	$365K	Sell	731 -21	-3%	-$9.53K	0.02%	135
2025 Q2	$348K	Buy	752 +22	+3%	+$10.3K	0.02%	140
2025 Q1	$326K	Sell	730 -79	-10%	-$36.4K	0.02%	149
2024 Q4	$393K	Sell	809 -53	-6%	-$28.9K	0.02%	143
2024 Q3	$504K	Sell	862 -45	-5%	-$24.2K	0.03%	136
2024 Q2	$424K	Sell	907 -25	-3%	-$11.6K	0.03%	152
2024 Q1	$424K	Sell	932 -97	-9%	-$42.5K	0.03%	151
2023 Q4	$466K	Buy	+1,029	New	+$456K	0.03%	139

Other funds holding LMT

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

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

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

Midland Wealth Advisors increased its Lockheed Martin (LMT) stake by 2.4% in Q2 2026, buying an estimated $8.65K and bringing the position to 695 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #130.

Midland Wealth Advisors first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $504K in Q3 2024. 1,014 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Midland Wealth Advisors held 695 shares of Lockheed Martin worth $354K as of Q2 2026.
Midland Wealth Advisors bought 16 Lockheed Martin shares in Q2 2026, an estimated $8.65K.
Lockheed Martin made up 0.02% of Midland Wealth Advisors's portfolio in Q2 2026, its #130 holding.
Midland Wealth Advisors first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
Midland Wealth Advisors's Lockheed Martin position peaked at $504K in Q3 2024.
1,014 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.