Nations Financial Group’s Lockheed Martin LMT Stock Holding History

Nations Financial 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	$1.36M	Buy	2,669 +122	+5%	+$66K	0.07%	302
2026 Q1	$1.54M	Buy	2,547 +99	+4%	+$61K	0.08%	259
2025 Q4	$1.18M	Buy	2,448 +874	+56%	+$418K	0.06%	308
2025 Q3	$786K	Sell	1,574 -25	-2%	-$11.3K	0.05%	378
2025 Q2	$741K	Buy	1,599 +14	+0.9%	+$6.55K	0.05%	364
2025 Q1	$708K	Sell	1,585 -1,118	-41%	-$515K	0.05%	347
2024 Q4	$1.31M	Sell	2,703 -729	-21%	-$397K	0.1%	230
2024 Q3	$2.01M	Buy	3,432 +412	+14%	+$221K	0.15%	170
2024 Q2	$1.41M	Buy	3,020 +169	+6%	+$78.1K	0.12%	198
2024 Q1	$1.3M	Sell	2,851 -254	-8%	-$111K	0.11%	211
2023 Q4	$1.41M	Sell	3,105 -137	-4%	-$60.7K	0.13%	184
2023 Q3	$1.33M	Buy	3,242 +117	+4%	+$51.9K	0.13%	183
2023 Q2	$1.44M	Sell	3,125 -2,289	-42%	-$1.06M	0.14%	172
2023 Q1	$2.56M	Sell	5,414 -657	-11%	-$308K	0.27%	97
2022 Q4	$2.95M	Buy	6,071 +3,550	+141%	+$1.65M	0.33%	69
2022 Q3	$974K	Sell	2,521 -54	-2%	-$22.5K	0.14%	180
2022 Q2	$1.11M	Sell	2,575 -48	-2%	-$21.1K	0.15%	168
2022 Q1	$1.16M	Buy	2,623 +1,500	+134%	+$608K	0.14%	177
2021 Q4	$399K	Hold	1,123	–	–	0.05%	334
2021 Q3	$388K	Sell	1,123 -19	-2%	-$6.88K	0.06%	308
2021 Q2	$432K	Buy	1,142 +241	+27%	+$92.7K	0.07%	274
2021 Q1	$333K	Sell	901 -11	-1%	-$3.77K	0.08%	269
2020 Q4	$324K	Sell	912 -21	-2%	-$7.72K	0.09%	250
2020 Q3	$358K	Sell	933 -515	-36%	-$197K	0.11%	212
2020 Q2	$529K	Sell	1,448 -392	-21%	-$148K	0.19%	155
2020 Q1	$624K	Sell	1,840 -245	-12%	-$96.4K	0.27%	116
2019 Q4	$812K	Sell	2,085 -80	-4%	-$30.7K	0.28%	113
2019 Q3	$816K	Buy	2,165 +1,519	+235%	+$571K	0.29%	104
2019 Q2	$235K	Buy	+646	New	+$216K	0.16%	153
2018 Q4	–	Sell	-633	Closed	-$219K	–	167
2018 Q3	$219K	Buy	+633	New	+$204K	0.16%	151
2018 Q2	–	Sell	-654	Closed	-$221K	–	164
2018 Q1	$221K	Hold	654	–	–	0.2%	135
2017 Q4	$210K	Buy	+654	New	+$206K	0.19%	140

Other funds holding LMT

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Nations Financial Group's LMT Position: Q2 2026 in Review

Nations Financial Group increased its Lockheed Martin (LMT) stake by 4.8% in Q2 2026, buying an estimated $66K and bringing the position to 2,669 shares worth $1.36M. The position accounts for 0.07% of the portfolio, ranked #302.

Nations Financial Group first reported a position in LMT in Q4 2017 and has held it in 32 quarters since. The position peaked at $2.95M in Q4 2022. 890 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Nations Financial Group held 2,669 shares of Lockheed Martin worth $1.36M as of Q2 2026.
Nations Financial Group bought 122 Lockheed Martin shares in Q2 2026, an estimated $66K.
Lockheed Martin made up 0.07% of Nations Financial Group's portfolio in Q2 2026, its #302 holding.
Nations Financial Group first reported a position in Lockheed Martin in Q4 2017 and has held it in 32 quarters since.
Nations Financial Group's Lockheed Martin position peaked at $2.95M in Q4 2022.
890 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.