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Perryman Financial Advisory’s Lockheed Martin LMT Stock Holding History

Perryman Financial Advisory’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 		$7.08M Buy
13,887
+737
+6% +$398K 0.94% 32
2026
Q1 		$7.95M Sell
13,150
-260
-2% -$160K 1.19% 29
2025
Q4 		$6.49M Buy
+13,410
New +$6.42M 0.95% 30

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

Perryman Financial Advisory's LMT Position: Q2 2026 in Review

Perryman Financial Advisory increased its Lockheed Martin (LMT) stake by 5.6% in Q2 2026, buying an estimated $398K and bringing the position to 13,887 shares worth $7.08M. The position accounts for 0.94% of the portfolio, ranked #32.

Perryman Financial Advisory first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.95M in Q1 2026. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Perryman Financial Advisory held 13,887 shares of Lockheed Martin worth $7.08M as of Q2 2026.
  • Perryman Financial Advisory bought 737 Lockheed Martin shares in Q2 2026, an estimated $398K.
  • Lockheed Martin made up 0.94% of Perryman Financial Advisory's portfolio in Q2 2026, its #32 holding.
  • Perryman Financial Advisory first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • Perryman Financial Advisory's Lockheed Martin position peaked at $7.95M in Q1 2026.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.