Omni 360 Wealth’s Lockheed Martin LMT Stock Holding History

Omni 360 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	$440K	Hold	865	–	–	0.2%	88
2026 Q1	$523K	Hold	865	–	–	0.27%	77
2025 Q4	$495K	Hold	865	–	–	0.25%	79
2025 Q3	$432K	Hold	865	–	–	0.24%	78
2025 Q2	$400K	Hold	865	–	–	0.25%	79
2025 Q1	$386K	Hold	865	–	–	0.26%	74
2024 Q4	$420K	Sell	865 -110	-11%	-$60K	0.28%	73
2024 Q3	$570K	Sell	975 -10	-1%	-$5.37K	0.39%	62
2024 Q2	$460K	Sell	985 -4	-0.4%	-$1.85K	0.35%	66
2024 Q1	$450K	Sell	989 -16	-2%	-$7.01K	0.37%	64
2023 Q4	$455K	Buy	+1,005	New	+$445K	0.43%	57

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 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

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

Omni 360 Wealth's LMT Position: Q2 2026 in Review

Omni 360 Wealth held its Lockheed Martin (LMT) position steady in Q2 2026 at 865 shares worth $440K. The position accounts for 0.2% of the portfolio, ranked #88.

Omni 360 Wealth first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $570K in Q3 2024. 1,063 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Omni 360 Wealth held 865 shares of Lockheed Martin worth $440K as of Q2 2026.
Omni 360 Wealth left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 0.2% of Omni 360 Wealth's portfolio in Q2 2026, its #88 holding.
Omni 360 Wealth first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
Omni 360 Wealth's Lockheed Martin position peaked at $570K in Q3 2024.
1,063 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.