NWM
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Northwest Wealth Management’s Lockheed Martin LMT Stock Holding History

Northwest Wealth Management’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 		$411K Sell
807
-105
-12% -$56.8K 0.05% 157
2026
Q1 		$551K Buy
912
+158
+21% +$97.3K 0.08% 115
2025
Q4 		$365K Buy
754
+298
+65% +$143K 0.06% 163
2025
Q3 		$228K Sell
456
-145
-24% -$65.8K 0.04% 192
2025
Q2 		$278K Buy
601
+146
+32% +$68.3K 0.05% 157
2025
Q1 		$203K Buy
+455
New +$209K 0.04% 178
2024
Q4 		– Sell
-403
Closed -$236K – 172
2024
Q3 		$236K Sell
403
-545
-57% -$293K 0.05% 147
2024
Q2 		$443K Buy
948
+3
+0.3% +$1.39K 0.11% 98
2024
Q1 		$430K Sell
945
-4
-0.4% -$1.75K 0.12% 102
2023
Q4 		$430K Buy
949
+23
+2% +$10.2K 0.13% 98
2023
Q3 		$379K Sell
926
-177
-16% -$78.5K 0.14% 96
2023
Q2 		$508K Sell
1,103
-21
-2% -$9.75K 0.18% 89
2023
Q1 		$531K Buy
1,124
+485
+76% +$227K 0.2% 87
2022
Q4 		$311K Buy
+639
New +$297K 0.13% 106

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
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

Northwest Wealth Management's LMT Position: Q2 2026 in Review

Northwest Wealth Management reduced its Lockheed Martin (LMT) stake by 12% in Q2 2026, selling an estimated $56.8K and leaving 807 shares worth $411K. The position accounts for 0.05% of the portfolio, ranked #157.

Northwest Wealth Management first reported a position in LMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $551K in Q1 2026. 1,032 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Northwest Wealth Management held 807 shares of Lockheed Martin worth $411K as of Q2 2026.
  • Northwest Wealth Management sold 105 Lockheed Martin shares in Q2 2026, an estimated $56.8K.
  • Lockheed Martin made up 0.05% of Northwest Wealth Management's portfolio in Q2 2026, its #157 holding.
  • Northwest Wealth Management first reported a position in Lockheed Martin in Q4 2022 and has held it in 14 quarters since.
  • Northwest Wealth Management's Lockheed Martin position peaked at $551K in Q1 2026.
  • 1,032 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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