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PFG Advisors’s Lockheed Martin LMT Stock Holding History

PFG Advisors’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 		$2.47M Sell
4,857
-219
-4% -$118K 0.12% 204
2026
Q1 		$3.07M Buy
5,076
+1,077
+27% +$663K 0.15% 168
2025
Q4 		$1.93M Sell
3,999
-2,056
-34% -$984K 0.09% 250
2025
Q3 		$3.02M Buy
6,055
+579
+11% +$263K 0.12% 198
2025
Q2 		$2.54M Buy
5,476
+947
+21% +$443K 0.12% 172
2025
Q1 		$2.02M Buy
4,529
+1,426
+46% +$656K 0.11% 220
2024
Q4 		$1.51M Buy
3,103
+152
+5% +$82.9K 0.09% 234
2024
Q3 		$1.72M Sell
2,951
-367
-11% -$197K 0.11% 210
2024
Q2 		$1.55M Buy
3,318
+202
+6% +$93.4K 0.1% 217
2024
Q1 		$1.42M Buy
3,116
+403
+15% +$177K 0.1% 223
2023
Q4 		$1.23M Sell
2,713
-12
-0.4% -$5.32K 0.1% 231
2023
Q3 		$1.11M Buy
2,725
+62
+2% +$27.5K 0.1% 229
2023
Q2 		$1.23M Buy
2,663
+96
+4% +$44.6K 0.09% 248
2023
Q1 		$1.21M Buy
2,567
+373
+17% +$175K 0.1% 242
2022
Q4 		$1.07M Buy
2,194
+551
+34% +$256K 0.1% 239
2022
Q3 		$635K Buy
1,643
+123
+8% +$51.4K 0.07% 290
2022
Q2 		$653K Sell
1,520
-151
-9% -$66.3K 0.07% 222
2022
Q1 		$737K Buy
1,671
+82
+5% +$33.2K 0.07% 232
2021
Q4 		$565K Buy
1,589
+573
+56% +$198K 0.06% 329
2021
Q3 		$351K Sell
1,016
-20
-2% -$7.24K 0.04% 388
2021
Q2 		$392K Buy
1,036
+25
+2% +$9.61K 0.04% 360
2021
Q1 		$374K Sell
1,011
-2,145
-68% -$736K 0.05% 338
2020
Q4 		$1.12M Sell
3,156
-511
-14% -$188K 0.19% 143
2020
Q3 		$1.4M Sell
3,667
-4
-0.1% -$1.53K 0.27% 107
2020
Q2 		$1.28M Sell
3,671
-36
-1% -$13.6K 0.29% 102
2020
Q1 		$1.42M Buy
3,707
+122
+3% +$48K 0.38% 85
2019
Q4 		$1.47M Sell
3,585
-14
-0.4% -$5.37K 0.36% 88
2019
Q3 		$1.38M Sell
3,599
-155
-4% -$58.3K 0.38% 76
2019
Q2 		$1.39M Buy
3,754
+455
+14% +$152K 0.38% 85
2019
Q1 		$1.1M Buy
3,299
+386
+13% +$113K 0.34% 95
2018
Q4 		$886K Buy
+2,913
New +$884K 0.28% 111

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

PFG Advisors's LMT Position: Q2 2026 in Review

PFG Advisors reduced its Lockheed Martin (LMT) stake by 4.3% in Q2 2026, selling an estimated $118K and leaving 4,857 shares worth $2.47M. The position accounts for 0.12% of the portfolio, ranked #204.

PFG Advisors first reported a position in LMT in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.07M in Q1 2026. 991 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • PFG Advisors held 4,857 shares of Lockheed Martin worth $2.47M as of Q2 2026.
  • PFG Advisors sold 219 Lockheed Martin shares in Q2 2026, an estimated $118K.
  • Lockheed Martin made up 0.12% of PFG Advisors's portfolio in Q2 2026, its #204 holding.
  • PFG Advisors first reported a position in Lockheed Martin in Q4 2018 and has held it in 31 quarters since.
  • PFG Advisors's Lockheed Martin position peaked at $3.07M in Q1 2026.
  • 991 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.