N.E.W. Advisory Services’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$180K Buy
354
+24
+7% +$13K 0.01% 230
2026
Q1
$199K Buy
330
+180
+120% +$111K 0.01% 214
2025
Q4
$72.6K Buy
150
+133
+782% +$63.6K 0.01% 320
2025
Q3
$8.49K Hold
17
﹤0.01% 599
2025
Q2
$7.87K Hold
17
﹤0.01% 594
2025
Q1
$7.59K Buy
+17
New +$7.83K ﹤0.01% 659

Other funds holding LMT

N.E.W. Advisory Services's LMT Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Lockheed Martin (LMT) stake by 7.3% in Q2 2026, buying an estimated $13K and bringing the position to 354 shares worth $180K. The position accounts for 0.01% of the portfolio, ranked #230.

N.E.W. Advisory Services first reported a position in LMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $199K in Q1 2026. 2,756 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • N.E.W. Advisory Services held 354 shares of Lockheed Martin worth $180K as of Q2 2026.
  • N.E.W. Advisory Services bought 24 Lockheed Martin shares in Q2 2026, an estimated $13K.
  • Lockheed Martin made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #230 holding.
  • N.E.W. Advisory Services first reported a position in Lockheed Martin in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's Lockheed Martin position peaked at $199K in Q1 2026.
  • 2,756 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.