Northwest Financial Advisors’s Lockheed Martin LMT Stock Holding History

Northwest 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	$400K	Buy	785 +1	+0.1%	+$541	0.05%	57
2026 Q1	$474K	Buy	784 +1	+0.1%	+$616	0.91%	32
2025 Q4	$379K	Sell	783 -44	-5%	-$21.1K	0.78%	38
2025 Q3	$413K	Sell	827 -2	-0.2%	-$907	0.53%	55
2025 Q2	$384K	Sell	829 -1,024	-55%	-$479K	0.54%	55
2025 Q1	$828K	Buy	1,853 +107	+6%	+$49.3K	0.69%	39
2024 Q4	$848K	Buy	1,746 +2	+0.1%	+$1.09K	0.7%	38
2024 Q3	$1.02M	Buy	1,744 +6	+0.3%	+$3.22K	0.81%	24
2024 Q2	$812K	Sell	1,738 -77	-4%	-$35.6K	0.83%	28
2024 Q1	$826K	Buy	1,815 +3	+0.2%	+$1.31K	0.91%	28
2023 Q4	$821K	Buy	+1,812	New	+$803K	0.7%	28

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Northwest Financial Advisors's LMT Position: Q2 2026 in Review

Northwest Financial Advisors increased its Lockheed Martin (LMT) stake by 0.13% in Q2 2026, buying an estimated $541 and bringing the position to 785 shares worth $400K. The position accounts for 0.05% of the portfolio, ranked #57.

Northwest Financial Advisors first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.02M in Q3 2024. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Northwest Financial Advisors held 785 shares of Lockheed Martin worth $400K as of Q2 2026.
Northwest Financial Advisors bought 1 Lockheed Martin share in Q2 2026, an estimated $541.
Lockheed Martin made up 0.05% of Northwest Financial Advisors's portfolio in Q2 2026, its #57 holding.
Northwest Financial Advisors first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
Northwest Financial Advisors's Lockheed Martin position peaked at $1.02M in Q3 2024.
2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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