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National Wealth Management Group’s Lockheed Martin LMT Stock Holding History

National Wealth Management 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 		$218K Sell
428
-51
-11% -$27.6K 0.07% 213
2026
Q1 		$290K Sell
479
-14
-3% -$8.62K 0.11% 165
2025
Q4 		$239K Sell
493
-380
-44% -$182K 0.08% 213
2025
Q3 		$436K Buy
+873
New +$396K 0.16% 141
2024
Q4 		– Sell
-631
Closed -$369K – 162
2024
Q3 		$369K Buy
+631
New +$339K 0.25% 96
2022
Q4 		– Sell
-709
Closed -$274K – 151
2022
Q3 		$274K Buy
+709
New +$296K 0.36% 98

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

National Wealth Management Group's LMT Position: Q2 2026 in Review

National Wealth Management Group reduced its Lockheed Martin (LMT) stake by 11% in Q2 2026, selling an estimated $27.6K and leaving 428 shares worth $218K. The position accounts for 0.07% of the portfolio, ranked #213.

National Wealth Management Group first reported a position in LMT in Q3 2022 and has held it in 6 quarters since. The position peaked at $436K in Q3 2025. 805 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • National Wealth Management Group held 428 shares of Lockheed Martin worth $218K as of Q2 2026.
  • National Wealth Management Group sold 51 Lockheed Martin shares in Q2 2026, an estimated $27.6K.
  • Lockheed Martin made up 0.07% of National Wealth Management Group's portfolio in Q2 2026, its #213 holding.
  • National Wealth Management Group first reported a position in Lockheed Martin in Q3 2022 and has held it in 6 quarters since.
  • National Wealth Management Group's Lockheed Martin position peaked at $436K in Q3 2025.
  • 805 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.