MWM
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Mission Wealth Management’s Lockheed Martin LMT Stock Holding History

Mission 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 		$4.53M Buy
8,896
+4,879
+121% +$2.64M 0.06% 182
2026
Q1 		$2.43M Sell
4,017
-62
-2% -$38.2K 0.05% 191
2025
Q4 		$1.97M Sell
4,079
-145
-3% -$69.4K 0.04% 217
2025
Q3 		$2.11M Sell
4,224
-2,521
-37% -$1.14M 0.04% 213
2025
Q2 		$3.12M Sell
6,745
-183
-3% -$85.7K 0.07% 162
2025
Q1 		$3.09M Buy
6,928
+2,087
+43% +$961K 0.08% 144
2024
Q4 		$2.35M Buy
4,841
+419
+9% +$228K 0.05% 168
2024
Q3 		$2.58M Buy
4,422
+114
+3% +$61.2K 0.06% 156
2024
Q2 		$2.01M Buy
4,308
+13
+0.3% +$6.01K 0.05% 170
2024
Q1 		$1.95M Buy
4,295
+686
+19% +$301K 0.05% 188
2023
Q4 		$1.64M Buy
3,609
+134
+4% +$59.4K 0.05% 171
2023
Q3 		$1.42M Buy
3,475
+684
+25% +$303K 0.05% 173
2023
Q2 		$1.28M Buy
2,791
+192
+7% +$89.1K 0.05% 189
2023
Q1 		$1.23M Buy
2,599
+147
+6% +$68.9K 0.05% 193
2022
Q4 		$1.19M Buy
2,452
+272
+12% +$126K 0.06% 181
2022
Q3 		$842K Buy
2,180
+315
+17% +$132K 0.04% 211
2022
Q2 		$802K Buy
1,865
+467
+33% +$205K 0.04% 227
2022
Q1 		$617K Sell
1,398
-52
-4% -$21.1K 0.03% 276
2021
Q4 		$515K Buy
1,450
+16
+1% +$5.53K 0.02% 299
2021
Q3 		$495K Buy
1,434
+4
+0.3% +$1.45K 0.03% 288
2021
Q2 		$541K Buy
1,430
+479
+50% +$184K 0.03% 271
2021
Q1 		$351K Sell
951
-173
-15% -$59.4K 0.02% 327
2020
Q4 		$399K Buy
1,124
+68
+6% +$25K 0.03% 286
2020
Q3 		$405K Buy
1,056
+202
+24% +$77.1K 0.03% 227
2020
Q2 		$312K Buy
854
+156
+22% +$58.9K 0.03% 249
2020
Q1 		$237K Sell
698
-825
-54% -$324K 0.03% 258
2019
Q4 		$593K Buy
1,523
+20
+1% +$7.67K 0.06% 168
2019
Q3 		$586K Sell
1,503
-199
-12% -$74.8K 0.06% 154
2019
Q2 		$619K Sell
1,702
-14
-0.8% -$4.68K 0.07% 145
2019
Q1 		$515K Sell
1,716
-98
-5% -$28.7K 0.06% 164
2018
Q4 		$475K Buy
1,814
+1,145
+171% +$347K 0.06% 154
2018
Q3 		$231K Buy
+669
New +$216K 0.03% 249

Other funds holding LMT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 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

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

Mission Wealth Management increased its Lockheed Martin (LMT) stake by 121% in Q2 2026, buying an estimated $2.64M and bringing the position to 8,896 shares worth $4.53M. The position accounts for 0.06% of the portfolio, ranked #182.

Mission Wealth Management first reported a position in LMT in Q3 2018 and has held it in 32 quarters since. 1,088 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Mission Wealth Management held 8,896 shares of Lockheed Martin worth $4.53M as of Q2 2026.
  • Mission Wealth Management bought 4,879 Lockheed Martin shares in Q2 2026, an estimated $2.64M.
  • Lockheed Martin made up 0.06% of Mission Wealth Management's portfolio in Q2 2026, its #182 holding.
  • Mission Wealth Management first reported a position in Lockheed Martin in Q3 2018 and has held it in 32 quarters since.
  • 1,088 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.