Mills Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Mills 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	$332K	Sell	652 -25	-4%	-$13.5K	0.1%	60
2026 Q1	$409K	Sell	677 -67	-9%	-$41.3K	0.14%	49
2025 Q4	$360K	Hold	744	–	–	0.14%	52
2025 Q3	$372K	Hold	744	–	–	0.15%	52
2025 Q2	$345K	Buy	744 +12	+2%	+$5.62K	0.16%	49
2025 Q1	$327K	Buy	+732	New	+$337K	0.17%	49
2023 Q2	–	Sell	-456	Closed	-$216K	–	48
2023 Q1	$216K	Buy	+456	New	+$214K	0.17%	43

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

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

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

Mills Wealth Advisors reduced its Lockheed Martin (LMT) stake by 3.7% in Q2 2026, selling an estimated $13.5K and leaving 652 shares worth $332K. The position accounts for 0.1% of the portfolio, ranked #60.

Mills Wealth Advisors first reported a position in LMT in Q1 2023 and has held it in 7 quarters since. The position peaked at $409K in Q1 2026. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Mills Wealth Advisors held 652 shares of Lockheed Martin worth $332K as of Q2 2026.
Mills Wealth Advisors sold 25 Lockheed Martin shares in Q2 2026, an estimated $13.5K.
Lockheed Martin made up 0.1% of Mills Wealth Advisors's portfolio in Q2 2026, its #60 holding.
Mills Wealth Advisors first reported a position in Lockheed Martin in Q1 2023 and has held it in 7 quarters since.
Mills Wealth Advisors's Lockheed Martin position peaked at $409K in Q1 2026.
898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.