PWA
LMT icon

Physician Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Physician Wealth 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 		$36.7K Sell
72
-8
-10% -$4.33K ﹤0.01% 505
2026
Q1 		$48.4K Buy
80
+38
+90% +$23.4K 0.01% 411
2025
Q4 		$20.3K Sell
42
-34
-45% -$16.3K ﹤0.01% 582
2025
Q3 		$37.9K Buy
76
+29
+62% +$13.2K 0.01% 423
2025
Q2 		$21.8K Buy
47
+20
+74% +$9.36K ﹤0.01% 497
2025
Q1 		$12.1K Sell
27
-4
-13% -$1.84K ﹤0.01% 581
2024
Q4 		$15.1K Buy
+31
New +$16.9K ﹤0.01% 558

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Physician Wealth Advisors's LMT Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Lockheed Martin (LMT) stake by 10% in Q2 2026, selling an estimated $4.33K and leaving 72 shares worth $36.7K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Physician Wealth Advisors first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $48.4K in Q1 2026. 679 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Physician Wealth Advisors held 72 shares of Lockheed Martin worth $36.7K as of Q2 2026.
  • Physician Wealth Advisors sold 8 Lockheed Martin shares in Q2 2026, an estimated $4.33K.
  • Lockheed Martin made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #505 holding.
  • Physician Wealth Advisors first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Lockheed Martin position peaked at $48.4K in Q1 2026.
  • 679 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.