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Olistico Wealth’s Lockheed Martin LMT Stock Holding History

Olistico Wealth’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 		$687K Hold
1,349
– – 0.29% 60
2026
Q1 		$815K Buy
1,349
+30
+2% +$18.5K 0.4% 53
2025
Q4 		$638K Hold
1,319
– – 0.31% 54
2025
Q3 		$658K Buy
1,319
+91
+7% +$41.3K 0.35% 53
2025
Q2 		$569K Buy
1,228
+200
+19% +$93.6K 0.32% 56
2025
Q1 		$459K Hold
1,028
– – 0.28% 64
2024
Q4 		$500K Hold
1,028
– – 0.29% 59
2024
Q3 		$601K Buy
1,028
+4
+0.4% +$2.15K 0.37% 53
2024
Q2 		$478K Hold
1,024
– – 0.31% 64
2024
Q1 		$466K Buy
1,024
+400
+64% +$175K 0.34% 65
2023
Q4 		$283K Hold
624
– – 0.22% 86
2023
Q3 		$255K Sell
624
-21
-3% -$9.32K 0.23% 90
2023
Q2 		$297K Buy
+645
New +$299K 0.25% 92

Other funds holding LMT

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Olistico Wealth's LMT Position: Q2 2026 in Review

Olistico Wealth held its Lockheed Martin (LMT) position steady in Q2 2026 at 1,349 shares worth $687K. The position accounts for 0.29% of the portfolio, ranked #60.

Olistico Wealth first reported a position in LMT in Q2 2023 and has held it in 13 quarters since. The position peaked at $815K in Q1 2026. 487 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Olistico Wealth held 1,349 shares of Lockheed Martin worth $687K as of Q2 2026.
  • Olistico Wealth left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.29% of Olistico Wealth's portfolio in Q2 2026, its #60 holding.
  • Olistico Wealth first reported a position in Lockheed Martin in Q2 2023 and has held it in 13 quarters since.
  • Olistico Wealth's Lockheed Martin position peaked at $815K in Q1 2026.
  • 487 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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