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Optivise Advisory Services’s Lockheed Martin LMT Stock Holding History

Optivise Advisory Services’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 		– Sell
-382
Closed -$231K – 237
2026
Q1 		$231K Sell
382
-47
-11% -$29K 0.14% 166
2025
Q4 		$208K Buy
+429
New +$205K 0.12% 187

Other funds holding LMT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 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

Optivise Advisory Services's LMT Position: Q2 2026 in Review

Optivise Advisory Services sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 382 shares — an estimated $231K sold.

Optivise Advisory Services first reported a position in LMT in Q4 2025 and held it in 2 quarters. The position peaked at $231K in Q1 2026. 1,101 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Optivise Advisory Services reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Optivise Advisory Services sold 382 Lockheed Martin shares in Q2 2026, an estimated $231K.
  • Optivise Advisory Services first reported a position in Lockheed Martin in Q4 2025 and held it in 2 quarters.
  • Optivise Advisory Services's Lockheed Martin position peaked at $231K in Q1 2026.
  • 1,101 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.