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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
2025
Q3 		– Sell
-200
Closed -$180 – 228
2025
Q2 		$180 Buy
+200
New +$93.6K ﹤0.01% 208

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CF
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CIM
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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. 1,042 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.
  • 1,042 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.