MHWM
LMT icon

Montz Harcus Wealth Management’s Lockheed Martin LMT Stock Holding History

Montz Harcus 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 		$456K Buy
895
+24
+3% +$13K 0.16% 54
2026
Q1 		$526K Buy
871
+38
+5% +$23.4K 0.21% 49
2025
Q4 		$403K Buy
833
+5
+0.6% +$2.39K 0.16% 54
2025
Q3 		$413K Buy
828
+3
+0.4% +$1.36K 0.18% 50
2025
Q2 		$382K Sell
825
-2
-0.2% -$936 0.18% 47
2025
Q1 		$370K Buy
827
+92
+13% +$42.3K 0.2% 46
2024
Q4 		$357K Buy
735
+57
+8% +$31.1K 0.2% 47
2024
Q3 		$397K Buy
678
+22
+3% +$11.8K 0.23% 43
2024
Q2 		$306K Sell
656
-73
-10% -$33.7K 0.2% 48
2024
Q1 		$332K Buy
729
+125
+21% +$54.8K 0.22% 42
2023
Q4 		$274K Sell
604
-3
-0.5% -$1.33K 0.21% 42
2023
Q3 		$248K Sell
607
-7
-1% -$3.1K 0.21% 41
2023
Q2 		$283K Sell
614
-3
-0.5% -$1.39K 0.23% 41
2023
Q1 		$291K Sell
617
-2
-0.3% -$938 0.27% 40
2022
Q4 		$301K Buy
619
+3
+0.5% +$1.39K 0.3% 39
2022
Q3 		$238K Buy
616
+16
+3% +$6.68K 0.26% 45
2022
Q2 		$258K Buy
600
+33
+6% +$14.5K 0.27% 42
2022
Q1 		$250K Buy
567
+3
+0.5% +$1.22K 0.22% 46
2021
Q4 		$200K Buy
+564
New +$195K 0.18% 55

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
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

Montz Harcus Wealth Management's LMT Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its Lockheed Martin (LMT) stake by 2.8% in Q2 2026, buying an estimated $13K and bringing the position to 895 shares worth $456K. The position accounts for 0.16% of the portfolio, ranked #54.

Montz Harcus Wealth Management first reported a position in LMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $526K in Q1 2026. 1,052 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Montz Harcus Wealth Management held 895 shares of Lockheed Martin worth $456K as of Q2 2026.
  • Montz Harcus Wealth Management bought 24 Lockheed Martin shares in Q2 2026, an estimated $13K.
  • Lockheed Martin made up 0.16% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Montz Harcus Wealth Management first reported a position in Lockheed Martin in Q4 2021 and has held it in 19 quarters since.
  • Montz Harcus Wealth Management's Lockheed Martin position peaked at $526K in Q1 2026.
  • 1,052 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.