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Orca Wealth Management’s Lockheed Martin LMT Stock Holding History

Orca Wealth Management’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 		$1.29M Hold
2,537
– – 0.78% 34
2026
Q1 		$1.53M Buy
2,537
+3
+0.1% +$1.85K 1.09% 35
2025
Q4 		$1.62M Buy
2,534
+15
+0.6% +$7.18K 1.16% 31
2025
Q3 		$1.26M Sell
2,519
-108
-4% -$49K 0.95% 37
2025
Q2 		$1.22M Buy
2,627
+4
+0.2% +$1.87K 1.02% 37
2025
Q1 		$1.17M Buy
2,623
+10
+0.4% +$4.6K 1.05% 34
2024
Q4 		$1.27M Buy
+2,613
New +$1.42M 1.14% 31

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

Orca Wealth Management's LMT Position: Q2 2026 in Review

Orca Wealth Management held its Lockheed Martin (LMT) position steady in Q2 2026 at 2,537 shares worth $1.29M. The position accounts for 0.78% of the portfolio, ranked #34.

Orca Wealth Management first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.62M in Q4 2025. 991 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Orca Wealth Management held 2,537 shares of Lockheed Martin worth $1.29M as of Q2 2026.
  • Orca Wealth Management left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.78% of Orca Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Orca Wealth Management first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • Orca Wealth Management's Lockheed Martin position peaked at $1.62M in Q4 2025.
  • 991 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Orca Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.