MAG
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MRA Advisory Group’s Lockheed Martin LMT Stock Holding History

MRA Advisory Group’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 		$551K Buy
1,082
+526
+95% +$284K 0.2% 78
2026
Q1 		$336K Buy
556
+2
+0.4% +$1.23K 0.14% 90
2025
Q4 		$268K Sell
554
-158
-22% -$75.6K 0.11% 105
2025
Q3 		$355K Sell
712
-413
-37% -$187K 0.15% 85
2025
Q2 		$521K Sell
1,125
-11
-1% -$5.15K 0.24% 65
2025
Q1 		$507K Buy
1,136
+185
+19% +$85.2K 0.27% 51
2024
Q4 		$462K Buy
951
+14
+1% +$7.63K 0.24% 50
2024
Q3 		$548K Buy
937
+14
+2% +$7.52K 0.3% 46
2024
Q2 		$431K Buy
923
+220
+31% +$102K 0.25% 51
2024
Q1 		$320K Sell
703
-157
-18% -$68.8K 0.19% 67
2023
Q4 		$390K Sell
860
-2,155
-71% -$955K 0.26% 54
2023
Q3 		$1.23M Buy
3,015
+1,940
+180% +$861K 0.88% 32
2023
Q2 		$495K Sell
1,075
-45
-4% -$20.9K 0.34% 52
2023
Q1 		$529K Buy
1,120
+110
+11% +$51.6K 0.38% 49
2022
Q4 		$491K Sell
1,010
-361
-26% -$168K 0.39% 55
2022
Q3 		$562K Sell
1,371
-101
-7% -$42.2K 0.48% 42
2022
Q2 		$633K Sell
1,472
-120
-8% -$52.7K 0.55% 33
2022
Q1 		$703K Buy
+1,592
New +$645K 0.53% 37

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

MRA Advisory Group's LMT Position: Q2 2026 in Review

MRA Advisory Group increased its Lockheed Martin (LMT) stake by 95% in Q2 2026, buying an estimated $284K and bringing the position to 1,082 shares worth $551K. The position accounts for 0.2% of the portfolio, ranked #78.

MRA Advisory Group first reported a position in LMT in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.23M in Q3 2023. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • MRA Advisory Group held 1,082 shares of Lockheed Martin worth $551K as of Q2 2026.
  • MRA Advisory Group bought 526 Lockheed Martin shares in Q2 2026, an estimated $284K.
  • Lockheed Martin made up 0.2% of MRA Advisory Group's portfolio in Q2 2026, its #78 holding.
  • MRA Advisory Group first reported a position in Lockheed Martin in Q1 2022 and has held it in 18 quarters since.
  • MRA Advisory Group's Lockheed Martin position peaked at $1.23M in Q3 2023.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.