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Pacific Wealth Strategies Group’s Lockheed Martin LMT Stock Holding History

Pacific Wealth Strategies 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 		$319K Sell
626
-34
-5% -$18.4K 0.18% 47
2026
Q1 		$399K Sell
660
-21
-3% -$12.9K 0.25% 47
2025
Q4 		$329K Sell
681
-2,274
-77% -$1.09M 0.19% 50
2025
Q3 		$1.48M Sell
2,955
-91
-3% -$41.3K 0.91% 25
2025
Q2 		$1.28M Sell
3,046
-31
-1% -$14.5K 0.84% 27
2025
Q1 		$1.37M Buy
3,077
+45
+1% +$20.7K 1.02% 26
2024
Q4 		$1.47M Buy
3,032
+34
+1% +$18.5K 1.02% 25
2024
Q3 		$1.75M Buy
2,998
+113
+4% +$60.7K 1.3% 20
2024
Q2 		$1.35M Buy
2,885
+54
+2% +$25K 1.11% 26
2024
Q1 		$1.29M Buy
2,831
+144
+5% +$63.1K 1.07% 27
2023
Q4 		$1.22M Sell
2,687
-33
-1% -$14.6K 1.16% 26
2023
Q3 		$1.11M Buy
2,720
+1,207
+80% +$535K 1.17% 27
2023
Q2 		$697K Buy
1,513
+164
+12% +$76.1K 0.71% 32
2023
Q1 		$638K Buy
1,349
+639
+90% +$300K 0.73% 33
2022
Q4 		$345K Buy
+710
New +$330K 0.46% 36
2022
Q2 		– Sell
-6,124
Closed -$2.7M – 59
2022
Q1 		$2.7M Buy
6,124
+87
+1% +$35.3K 1.13% 24
2021
Q4 		$2.15M Sell
6,037
-186
-3% -$64.3K 0.75% 34
2021
Q3 		$2.15M Buy
6,223
+46
+0.7% +$16.6K 0.8% 38
2021
Q2 		$2.34M Sell
6,177
-19
-0.3% -$7.3K 0.89% 37
2021
Q1 		$2.29M Sell
6,196
-270
-4% -$92.6K 0.96% 35
2020
Q4 		$2.17M Sell
6,466
-266
-4% -$97.8K 0.94% 37
2020
Q3 		$2.58M Sell
6,732
-105
-2% -$40.1K 1.36% 26
2020
Q2 		$2.5M Buy
6,837
+29
+0.4% +$11K 1.39% 24
2020
Q1 		$2.31M Buy
6,808
+171
+3% +$67.3K 1.57% 22
2019
Q4 		$2.58M Sell
6,637
-4
-0.1% -$1.53K 1.43% 26
2019
Q3 		$2.59M Buy
6,641
+409
+7% +$154K 1.59% 22
2019
Q2 		$2.27M Buy
6,232
+99
+2% +$33.1K 1.42% 27
2019
Q1 		$1.84M Sell
6,133
-18
-0.3% -$5.28K 1.19% 32
2018
Q4 		$1.61M Buy
6,151
+121
+2% +$36.7K 1.16% 35
2018
Q3 		$2.09M Sell
6,030
-89
-1% -$28.7K 1.33% 26
2018
Q2 		$1.81M Sell
6,119
-670
-10% -$216K 1.25% 32
2018
Q1 		$2.29M Sell
6,789
-131
-2% -$44.6K 1.63% 21
2017
Q4 		$2.22M Sell
6,920
-482
-7% -$152K 1.58% 23
2017
Q3 		$2.3M Sell
7,402
-57
-0.8% -$17K 1.81% 14
2017
Q2 		$2.07M Buy
7,459
+100
+1% +$27.5K 1.77% 18
2017
Q1 		$1.97M Buy
7,359
+41
+0.6% +$10.7K 1.71% 19
2016
Q4 		$1.83M Buy
+7,318
New +$1.83M 1.8% 18

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

Pacific Wealth Strategies Group's LMT Position: Q2 2026 in Review

Pacific Wealth Strategies Group reduced its Lockheed Martin (LMT) stake by 5.2% in Q2 2026, selling an estimated $18.4K and leaving 626 shares worth $319K. The position accounts for 0.18% of the portfolio, ranked #47.

Pacific Wealth Strategies Group first reported a position in LMT in Q4 2016 and has held it in 37 quarters since. The position peaked at $2.7M in Q1 2022. 1,088 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Pacific Wealth Strategies Group held 626 shares of Lockheed Martin worth $319K as of Q2 2026.
  • Pacific Wealth Strategies Group sold 34 Lockheed Martin shares in Q2 2026, an estimated $18.4K.
  • Lockheed Martin made up 0.18% of Pacific Wealth Strategies Group's portfolio in Q2 2026, its #47 holding.
  • Pacific Wealth Strategies Group first reported a position in Lockheed Martin in Q4 2016 and has held it in 37 quarters since.
  • Pacific Wealth Strategies Group's Lockheed Martin position peaked at $2.7M in Q1 2022.
  • 1,088 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Pacific Wealth Strategies Group's 13F filing for Q2 2026, filed 17 Jul 2026.