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Onyx Bridge Wealth Group’s Lockheed Martin LMT Stock Holding History

Onyx Bridge Wealth 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 		$842K Buy
1,653
+40
+2% +$21.6K 0.08% 172
2026
Q1 		$975K Buy
1,613
+135
+9% +$83.2K 0.1% 146
2025
Q4 		$715K Sell
1,478
-3
-0.2% -$1.44K 0.08% 174
2025
Q3 		$739K Buy
1,481
+355
+32% +$161K 0.08% 169
2025
Q2 		$521K Buy
1,126
+1
+0.1% +$468 0.07% 163
2025
Q1 		$503K Buy
1,125
+58
+5% +$26.7K 0.07% 157
2024
Q4 		$519K Sell
1,067
-3
-0.3% -$1.64K 0.07% 153
2024
Q3 		$625K Buy
1,070
+166
+18% +$89.1K 0.09% 139
2024
Q2 		$422K Sell
904
-10
-1% -$4.62K 0.07% 165
2024
Q1 		$422K Buy
914
+15
+2% +$6.57K 0.08% 159
2023
Q4 		$407K Sell
899
-20
-2% -$8.86K 0.08% 151
2023
Q3 		$376K Sell
919
-24
-3% -$10.6K 0.09% 154
2023
Q2 		$434K Buy
943
+192
+26% +$89.1K 0.1% 138
2023
Q1 		$355K Buy
+751
New +$352K 0.14% 112

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

Onyx Bridge Wealth Group's LMT Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Lockheed Martin (LMT) stake by 2.5% in Q2 2026, buying an estimated $21.6K and bringing the position to 1,653 shares worth $842K. The position accounts for 0.08% of the portfolio, ranked #172.

Onyx Bridge Wealth Group first reported a position in LMT in Q1 2023 and has held it in 14 quarters since. The position peaked at $975K in Q1 2026. 1,009 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Onyx Bridge Wealth Group held 1,653 shares of Lockheed Martin worth $842K as of Q2 2026.
  • Onyx Bridge Wealth Group bought 40 Lockheed Martin shares in Q2 2026, an estimated $21.6K.
  • Lockheed Martin made up 0.08% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #172 holding.
  • Onyx Bridge Wealth Group first reported a position in Lockheed Martin in Q1 2023 and has held it in 14 quarters since.
  • Onyx Bridge Wealth Group's Lockheed Martin position peaked at $975K in Q1 2026.
  • 1,009 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.