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PFS Partners’s Lockheed Martin LMT Stock Holding History

PFS Partners’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 		$23.5K Hold
46
– – 0.01% 284
2026
Q1 		$27.8K Hold
46
– – 0.01% 247
2025
Q4 		$22.2K Hold
46
– – 0.01% 274
2025
Q3 		$22.8K Buy
46
+12
+35% +$5.45K 0.01% 257
2025
Q2 		$16K Hold
34
– – 0.01% 265
2025
Q1 		$15.3K Hold
34
– – 0.01% 251
2024
Q4 		$16.5K Hold
34
– – 0.01% 245
2024
Q3 		$19.8K Hold
34
– – 0.01% 224
2024
Q2 		$15.7K Sell
34
-3
-8% -$1.39K 0.01% 220
2024
Q1 		$16.8K Hold
37
– – 0.01% 217
2023
Q4 		$16.6K Buy
37
+1
+3% +$443 0.01% 207
2023
Q3 		$14.9K Hold
36
– – 0.01% 203
2023
Q2 		$16.7K Hold
36
– – 0.01% 203
2023
Q1 		$17K Hold
36
– – 0.02% 175
2022
Q4 		$17.4K Hold
36
– – 0.02% 167
2022
Q3 		$13.8K Buy
36
+1
+3% +$418 0.01% 170
2022
Q2 		$15.2K Hold
35
– – 0.01% 166
2022
Q1 		$15.6K Hold
35
– – 0.01% 174
2021
Q4 		$12.5K Buy
+35
New +$12.1K 0.01% 192

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

PFS Partners's LMT Position: Q2 2026 in Review

PFS Partners held its Lockheed Martin (LMT) position steady in Q2 2026 at 46 shares worth $23.5K. The position accounts for 0.01% of the portfolio, ranked #284.

PFS Partners first reported a position in LMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $27.8K in Q1 2026. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • PFS Partners held 46 shares of Lockheed Martin worth $23.5K as of Q2 2026.
  • PFS Partners left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.01% of PFS Partners's portfolio in Q2 2026, its #284 holding.
  • PFS Partners first reported a position in Lockheed Martin in Q4 2021 and has held it in 19 quarters since.
  • PFS Partners's Lockheed Martin position peaked at $27.8K in Q1 2026.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.