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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Focused Investors Los Angeles, California $2.96B AUM 15.6% 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. 1,157 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.
1,157 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.