OmniStar Financial Group’s Lockheed Martin LMT Stock Holding History

OmniStar Financial Group’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	$2.24M	Buy	4,403 +253	+6%	+$137K	1.03%	31
2026 Q1	$2.51M	Buy	+4,150	New	+$2.56M	1.3%	24
2025 Q1	–	Sell	-1,915	Closed	-$936K	–	142
2024 Q4	$936K	Sell	1,915 -9	-0.5%	-$4.91K	0.75%	37
2024 Q3	$1.13M	Sell	1,924 -997	-34%	-$535K	0.85%	30
2024 Q2	$1.36M	Buy	2,921 +150	+5%	+$69.3K	1.23%	17
2024 Q1	$1.26M	Buy	2,771 +1,076	+63%	+$472K	1.15%	22
2023 Q4	$769K	Buy	1,695 +35	+2%	+$15.5K	0.96%	34
2023 Q3	$688K	Buy	1,660 +15	+0.9%	+$6.66K	0.82%	40
2023 Q2	$757K	Buy	1,645 +149	+10%	+$69.2K	0.89%	38
2023 Q1	$708K	Sell	1,496 -242	-14%	-$113K	0.9%	39
2022 Q4	$846K	Sell	1,738 -79	-4%	-$36.7K	0.96%	37
2022 Q3	$701K	Buy	1,817 +45	+3%	+$18.8K	0.84%	43
2022 Q2	$762K	Buy	1,772 +16	+0.9%	+$7.03K	0.84%	45
2022 Q1	$775K	Sell	1,756 -621	-26%	-$252K	0.77%	48
2021 Q4	$845K	Sell	2,377 -1,278	-35%	-$442K	0.86%	44
2021 Q3	$1.26M	Buy	+3,655	New	+$1.32M	1.49%	16
2021 Q2	–	Sell	-2,952	Closed	-$1.14M	–	144
2021 Q1	$1.09M	Sell	2,952 -2,680	-48%	-$919K	1.39%	22
2020 Q4	$2M	Buy	5,632 +619	+12%	+$228K	1.4%	20
2020 Q3	$1.92M	Buy	5,013 +438	+10%	+$167K	1.45%	19
2020 Q2	$1.67M	Buy	4,575 +1,156	+34%	+$437K	1.38%	24
2020 Q1	$1.16M	Sell	3,419 -89	-3%	-$35K	1.14%	27
2019 Q4	$1.37M	Sell	3,508 -211	-6%	-$81K	1.15%	29
2019 Q3	$1.45M	Buy	3,719 +287	+8%	+$108K	1.27%	29
2019 Q2	$1.25M	Sell	3,432 -2,845	-45%	-$952K	1.12%	37
2019 Q1	$1.88M	Buy	6,277 +948	+18%	+$278K	1.66%	17
2018 Q4	$1.4M	Sell	5,329 -1,229	-19%	-$373K	1.42%	27
2018 Q3	$2.27M	Buy	6,558 +517	+9%	+$167K	1.73%	12
2018 Q2	$1.78M	Buy	6,041 +3,884	+180%	+$1.25M	1.7%	19
2018 Q1	$2M	Buy	2,157 +140	+7%	+$47.6K	1.91%	15
2017 Q4	$647K	Buy	+2,017	New	+$636K	0.59%	52

Other funds holding LMT

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

OmniStar Financial Group's LMT Position: Q2 2026 in Review

OmniStar Financial Group increased its Lockheed Martin (LMT) stake by 6.1% in Q2 2026, buying an estimated $137K and bringing the position to 4,403 shares worth $2.24M. The position accounts for 1.03% of the portfolio, ranked #31.

OmniStar Financial Group first reported a position in LMT in Q4 2017 and has held it in 30 quarters since. The position peaked at $2.51M in Q1 2026. 991 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

OmniStar Financial Group held 4,403 shares of Lockheed Martin worth $2.24M as of Q2 2026.
OmniStar Financial Group bought 253 Lockheed Martin shares in Q2 2026, an estimated $137K.
Lockheed Martin made up 1.03% of OmniStar Financial Group's portfolio in Q2 2026, its #31 holding.
OmniStar Financial Group first reported a position in Lockheed Martin in Q4 2017 and has held it in 30 quarters since.
OmniStar Financial Group's Lockheed Martin position peaked at $2.51M in Q1 2026.
991 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on OmniStar Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.