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
2025
Q2 		– Hold
0
– -$983K – 699
2025
Q1 		– Hold
0
– – – 306

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.