Omnia Family Wealth’s Lockheed Martin LMT Stock Holding History

Omnia Family 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	$892K	Sell	1,750 -113	-6%	-$61.1K	0.24%	33
2026 Q1	$1.13M	Buy	1,863 +87	+5%	+$53.6K	0.35%	26
2025 Q4	$859K	Sell	1,776 -22	-1%	-$10.5K	0.25%	33
2025 Q3	$898K	Sell	1,798 -33	-2%	-$15K	0.29%	32
2025 Q2	$848K	Buy	1,831 +61	+3%	+$28.6K	0.31%	31
2025 Q1	$791K	Sell	1,770 -22	-1%	-$10.1K	0.33%	31
2024 Q4	$871K	Buy	1,792 +2	+0.1%	+$1.09K	0.36%	28
2024 Q3	$1.05M	Buy	1,790 +18	+1%	+$9.66K	0.45%	28
2024 Q2	$828K	Buy	1,772 +17	+1%	+$7.86K	0.35%	32
2024 Q1	$798K	Buy	1,755 +45	+3%	+$19.7K	0.37%	30
2023 Q4	$775K	Sell	1,710 -112	-6%	-$49.6K	0.4%	29
2023 Q3	$745K	Hold	1,822	–	–	0.46%	26
2023 Q2	$839K	Hold	1,822	–	–	0.57%	23
2023 Q1	$861K	Hold	1,822	–	–	0.66%	20
2022 Q4	$886K	Hold	1,822	–	–	0.72%	19
2022 Q3	$704K	Hold	1,822	–	–	0.58%	21
2022 Q2	$783K	Hold	1,822	–	–	0.58%	23
2022 Q1	$804K	Sell	1,822 -100	-5%	-$40.5K	0.53%	25
2021 Q4	$683K	Hold	1,922	–	–	0.42%	31
2021 Q3	$663K	Hold	1,922	–	–	0.46%	31
2021 Q2	$727K	Hold	1,922	–	–	0.46%	28
2021 Q1	$710K	Buy	1,922 +100	+5%	+$34.3K	0.53%	27
2020 Q4	$647K	Hold	1,822	–	–	0.59%	32
2020 Q3	$698K	Hold	1,822	–	–	0.67%	27
2020 Q2	$665K	Sell	1,822 -1,179	-39%	-$445K	0.65%	27
2020 Q1	$1.02M	Buy	3,001 +1	+0%	+$393	1.06%	14
2019 Q4	$1.17M	Buy	3,000 +723	+32%	+$277K	0.54%	23
2019 Q3	$888K	Hold	2,277	–	–	0.65%	26
2019 Q2	$828K	Sell	2,277 -4	-0.2%	-$1.34K	0.42%	30
2019 Q1	$685K	Buy	2,281 +282	+14%	+$82.7K	0.34%	36
2018 Q4	$524K	Sell	1,999 -117	-6%	-$35.5K	0.28%	44
2018 Q3	$732K	Hold	2,116	–	–	0.34%	35
2018 Q2	$625K	Buy	2,116 +547	+35%	+$176K	0.29%	35
2018 Q1	$530K	Hold	1,569	–	–	0.24%	40
2017 Q4	$504K	Buy	1,569 +1	+0.1%	+$315	0.23%	42
2017 Q3	$487K	Sell	1,568 -21	-1%	-$6.27K	0.24%	40
2017 Q2	$441K	Hold	1,589	–	–	0.21%	43
2017 Q1	$425K	Buy	1,589 +77	+5%	+$20.2K	0.21%	46
2016 Q4	$378K	Buy	+1,512	New	+$378K	0.19%	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

Omnia Family Wealth's LMT Position: Q2 2026 in Review

Omnia Family Wealth reduced its Lockheed Martin (LMT) stake by 6.1% in Q2 2026, selling an estimated $61.1K and leaving 1,750 shares worth $892K. The position accounts for 0.24% of the portfolio, ranked #33.

Omnia Family Wealth first reported a position in LMT in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.17M in Q4 2019. 1,060 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Omnia Family Wealth held 1,750 shares of Lockheed Martin worth $892K as of Q2 2026.
Omnia Family Wealth sold 113 Lockheed Martin shares in Q2 2026, an estimated $61.1K.
Lockheed Martin made up 0.24% of Omnia Family Wealth's portfolio in Q2 2026, its #33 holding.
Omnia Family Wealth first reported a position in Lockheed Martin in Q4 2016 and has held it in 39 quarters since.
Omnia Family Wealth's Lockheed Martin position peaked at $1.17M in Q4 2019.
1,060 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.