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New England Capital Financial Advisors’s Lockheed Martin LMT Stock Holding History

New England Capital Financial Advisors’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 		$8.22K Hold
16
– – ﹤0.01% 282
2026
Q1 		$9.69K Hold
16
– – ﹤0.01% 259
2025
Q4 		$7.71K Hold
16
– – ﹤0.01% 279
2025
Q3 		$7.9K Hold
16
– – ﹤0.01% 283
2025
Q2 		$7.28K Hold
16
– – ﹤0.01% 277
2025
Q1 		$6.97K Buy
16
+1
+7% +$460 ﹤0.01% 257
2024
Q4 		$7.53K Hold
15
– – ﹤0.01% 249
2024
Q3 		$9K Hold
15
– – ﹤0.01% 240
2024
Q2 		$7.15K Hold
15
– – ﹤0.01% 241
2024
Q1 		$6.92K Hold
15
– – ﹤0.01% 244
2023
Q4 		$6.85K Hold
15
– – ﹤0.01% 253
2023
Q3 		$6.13K Hold
15
– – ﹤0.01% 258
2023
Q2 		$6.86K Hold
15
– – ﹤0.01% 246
2023
Q1 		$7K Hold
15
– – ﹤0.01% 275
2022
Q4 		$6.52K Buy
+15
New +$6.97K ﹤0.01% 276

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New England Capital Financial Advisors's LMT Position: Q2 2026 in Review

New England Capital Financial Advisors held its Lockheed Martin (LMT) position steady in Q2 2026 at 16 shares worth $8.22K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

New England Capital Financial Advisors first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.69K in Q1 2026. 1,134 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • New England Capital Financial Advisors held 16 shares of Lockheed Martin worth $8.22K as of Q2 2026.
  • New England Capital Financial Advisors left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #282 holding.
  • New England Capital Financial Advisors first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
  • New England Capital Financial Advisors's Lockheed Martin position peaked at $9.69K in Q1 2026.
  • 1,134 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.