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PFG Investments’s Lockheed Martin LMT Stock Holding History

PFG Investments’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 		$2.73M Buy
5,351
+203
+4% +$110K 0.11% 161
2026
Q1 		$3.11M Sell
5,148
-699
-12% -$431K 0.14% 129
2025
Q4 		$2.83M Buy
5,847
+115
+2% +$55K 0.13% 139
2025
Q3 		$2.86M Sell
5,732
-362
-6% -$164K 0.15% 125
2025
Q2 		$2.82M Buy
6,094
+648
+12% +$303K 0.17% 115
2025
Q1 		$2.43M Buy
5,446
+100
+2% +$46K 0.16% 121
2024
Q4 		$2.6M Buy
5,346
+209
+4% +$114K 0.16% 112
2024
Q3 		$3M Sell
5,137
-553
-10% -$297K 0.19% 93
2024
Q2 		$2.66M Sell
5,690
-1,425
-20% -$659K 0.19% 96
2024
Q1 		$3.24M Buy
7,115
+4,926
+225% +$2.16M 0.2% 105
2023
Q4 		$992K Buy
2,189
+109
+5% +$48.3K 0.18% 135
2023
Q3 		$850K Buy
2,080
+16
+0.8% +$7.1K 0.16% 139
2023
Q2 		$950K Sell
2,064
-332
-14% -$154K 0.17% 134
2023
Q1 		$1.13M Buy
+2,396
New +$1.12M 0.23% 94

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 Investments's LMT Position: Q2 2026 in Review

PFG Investments increased its Lockheed Martin (LMT) stake by 3.9% in Q2 2026, buying an estimated $110K and bringing the position to 5,351 shares worth $2.73M. The position accounts for 0.11% of the portfolio, ranked #161.

PFG Investments first reported a position in LMT in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.24M in Q1 2024. 971 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • PFG Investments held 5,351 shares of Lockheed Martin worth $2.73M as of Q2 2026.
  • PFG Investments bought 203 Lockheed Martin shares in Q2 2026, an estimated $110K.
  • Lockheed Martin made up 0.11% of PFG Investments's portfolio in Q2 2026, its #161 holding.
  • PFG Investments first reported a position in Lockheed Martin in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's Lockheed Martin position peaked at $3.24M in Q1 2024.
  • 971 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.