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MinichMacGregor Wealth Management’s Lockheed Martin LMT Stock Holding History

MinichMacGregor Wealth Management’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 		$2.87M Sell
5,642
-304
-5% -$164K 0.44% 47
2026
Q1 		$3.59M Sell
5,946
-106
-2% -$65.3K 0.63% 44
2025
Q4 		$2.93M Sell
6,052
-52
-0.9% -$24.9K 0.53% 47
2025
Q3 		$3.05M Buy
6,104
+24
+0.4% +$10.9K 0.59% 44
2025
Q2 		$2.82M Sell
6,080
-62
-1% -$29K 0.6% 42
2025
Q1 		$2.74M Buy
6,142
+738
+14% +$340K 0.61% 44
2024
Q4 		$2.63M Sell
5,404
-11
-0.2% -$6K 0.55% 45
2024
Q3 		$3.17M Sell
5,415
-14
-0.3% -$7.52K 0.68% 43
2024
Q2 		$2.54M Sell
5,429
-16
-0.3% -$7.39K 0.62% 43
2024
Q1 		$2.47M Buy
5,445
+421
+8% +$185K 0.63% 44
2023
Q4 		$2.28M Sell
5,024
-4
-0.1% -$1.77K 0.66% 37
2023
Q3 		$2.06M Sell
5,028
-26
-0.5% -$11.5K 0.68% 44
2023
Q2 		$2.33M Sell
5,054
-23
-0.5% -$10.7K 0.73% 43
2023
Q1 		$2.4M Sell
5,077
-24
-0.5% -$11.3K 0.79% 38
2022
Q4 		$2.48M Hold
5,101
– – 0.9% 22
2022
Q3 		$1.97M Buy
5,101
+141
+3% +$58.9K 0.79% 27
2022
Q2 		$2.13M Sell
4,960
-27
-0.5% -$11.9K 0.88% 28
2022
Q1 		$2.2M Sell
4,987
-32
-0.6% -$13K 0.7% 33
2021
Q4 		$1.78M Sell
5,019
-53
-1% -$18.3K 0.54% 45
2021
Q3 		$1.75M Sell
5,072
-32
-0.6% -$11.6K 0.59% 34
2021
Q2 		$1.93M Sell
5,104
-143
-3% -$55K 0.68% 32
2021
Q1 		$1.94M Sell
5,247
-69
-1% -$23.7K 0.72% 33
2020
Q4 		$1.89M Sell
5,316
-286
-5% -$105K 0.77% 35
2020
Q3 		$2.15M Buy
5,602
+364
+7% +$139K 1.01% 25
2020
Q2 		$1.91M Buy
+5,238
New +$1.98M 1.06% 19
2020
Q1 		– Sell
-5,353
Closed -$2.08M – 101
2019
Q4 		$2.08M Buy
5,353
+1,362
+34% +$523K 1.16% 23
2019
Q3 		$1.56M Sell
3,991
-5
-0.1% -$1.88K 1.05% 26
2019
Q2 		$1.44M Sell
3,996
-114
-3% -$38.1K 1.01% 25
2019
Q1 		$1.25M Buy
+4,110
New +$1.21M 0.94% 26
2018
Q4 		– Sell
-4,187
Closed -$1.46M – 319
2018
Q3 		$1.46M Hold
4,187
– – 0.96% 25
2018
Q2 		$1.25M Sell
4,187
-324
-7% -$105K 0.89% 26
2018
Q1 		$1.52M Buy
4,511
+46
+1% +$15.7K 1.19% 21
2017
Q4 		$1.43M Buy
4,465
+16
+0.4% +$5.04K 1.12% 22
2017
Q3 		$1.38M Buy
4,449
+1
+0% +$298 1.14% 20
2017
Q2 		$1.24M Buy
4,448
+2,029
+84% +$557K 1.07% 19
2017
Q1 		$647K Buy
2,419
+1
+0% +$262 0.58% 23
2016
Q4 		$604K Sell
2,418
-72
-3% -$18K 0.57% 23
2016
Q3 		$597K Buy
2,490
+1
+0% +$250 0.56% 24
2016
Q2 		$617K Sell
2,489
-133
-5% -$31.4K 0.58% 23
2016
Q1 		$580K Buy
2,622
+77
+3% +$16.6K 0.56% 23
2015
Q4 		$479K Buy
+2,545
New +$552K 0.45% 26

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

MinichMacGregor Wealth Management's LMT Position: Q2 2026 in Review

MinichMacGregor Wealth Management reduced its Lockheed Martin (LMT) stake by 5.1% in Q2 2026, selling an estimated $164K and leaving 5,642 shares worth $2.87M. The position accounts for 0.44% of the portfolio, ranked #47.

MinichMacGregor Wealth Management first reported a position in LMT in Q4 2015 and has held it in 41 quarters since. The position peaked at $3.59M in Q1 2026. 969 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • MinichMacGregor Wealth Management held 5,642 shares of Lockheed Martin worth $2.87M as of Q2 2026.
  • MinichMacGregor Wealth Management sold 304 Lockheed Martin shares in Q2 2026, an estimated $164K.
  • Lockheed Martin made up 0.44% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #47 holding.
  • MinichMacGregor Wealth Management first reported a position in Lockheed Martin in Q4 2015 and has held it in 41 quarters since.
  • MinichMacGregor Wealth Management's Lockheed Martin position peaked at $3.59M in Q1 2026.
  • 969 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.