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Physicians Financial Services’s Lockheed Martin LMT Stock Holding History

Physicians Financial Services’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 		$3.81M Buy
7,478
+50
+0.7% +$27K 0.95% 28
2026
Q1 		$4.49M Buy
7,428
+13
+0.2% +$8.01K 1.23% 24
2025
Q4 		$3.59M Sell
7,415
-85
-1% -$40.7K 0.96% 27
2025
Q3 		$3.74M Sell
7,500
-30
-0.4% -$13.6K 1.02% 27
2025
Q2 		$3.49M Sell
7,530
-20
-0.3% -$9.36K 1.04% 27
2025
Q1 		$3.37M Sell
7,550
-9
-0.1% -$4.14K 1.07% 26
2024
Q4 		$3.67M Buy
7,559
+200
+3% +$109K 1.12% 25
2024
Q3 		$4.3M Sell
7,359
-307
-4% -$165K 1.34% 20
2024
Q2 		$3.58M Buy
7,666
+105
+1% +$48.5K 1.16% 23
2024
Q1 		$3.44M Sell
7,561
-35
-0.5% -$15.3K 1.21% 26
2023
Q4 		$3.44M Sell
7,596
-107
-1% -$47.4K 1.3% 23
2023
Q3 		$3.15M Hold
7,703
– – 1.29% 24
2023
Q2 		$3.55M Buy
7,703
+25
+0.3% +$11.6K 1.39% 22
2023
Q1 		$3.63M Sell
7,678
-50
-0.6% -$23.4K 1.53% 21
2022
Q4 		$3.76M Sell
7,728
-75
-1% -$34.9K 1.69% 18
2022
Q3 		$3.01M Sell
7,803
-139
-2% -$58K 1.46% 19
2022
Q2 		$3.42M Buy
7,942
+75
+1% +$32.9K 1.52% 18
2022
Q1 		$3.47M Sell
7,867
-35
-0.4% -$14.2K 1.33% 22
2021
Q4 		$2.81M Sell
7,902
-293
-4% -$101K 1.04% 30
2021
Q3 		$2.83M Buy
8,195
+968
+13% +$350K 1.15% 28
2021
Q2 		$2.73M Buy
7,227
+365
+5% +$140K 1.12% 27
2021
Q1 		$2.54M Buy
6,862
+314
+5% +$108K 1.09% 29
2020
Q4 		$2.32M Sell
6,548
-261
-4% -$95.9K 1.12% 27
2020
Q3 		$2.61M Buy
6,809
+19
+0.3% +$7.25K 1.3% 24
2020
Q2 		$2.48M Sell
6,790
-149
-2% -$56.3K 1.37% 24
2020
Q1 		$2.35M Buy
6,939
+1,869
+37% +$735K 1.62% 19
2019
Q4 		$1.97M Hold
5,070
– – 1.07% 29
2019
Q3 		$1.98M Buy
5,070
+150
+3% +$56.4K 1.13% 27
2019
Q2 		$1.79M Buy
4,920
+100
+2% +$33.5K 1.05% 29
2019
Q1 		$1.45M Buy
4,820
+25
+0.5% +$7.33K 0.9% 35
2018
Q4 		$1.26M Buy
4,795
+37
+0.8% +$11.2K 0.91% 35
2018
Q3 		$1.65M Sell
4,758
-25
-0.5% -$8.07K 1.13% 30
2018
Q2 		$1.41M Buy
4,783
+73
+2% +$23.5K 1.06% 30
2018
Q1 		$1.58M Buy
4,710
+200
+4% +$68.1K 1.25% 26
2017
Q4 		$1.45M Hold
4,510
– – 1.1% 30
2017
Q3 		$1.4M Hold
4,510
– – 1.14% 31
2017
Q2 		$1.25M Buy
4,510
+90
+2% +$24.7K 1.06% 33
2017
Q1 		$1.18M Sell
4,420
-155
-3% -$40.6K 1.02% 35
2016
Q4 		$1.16M Sell
4,575
-25
-0.5% -$6.25K 0.95% 36
2016
Q3 		$1.1M Hold
4,600
– – 0.92% 37
2016
Q2 		$1.14M Hold
4,600
– – 1% 32
2016
Q1 		$1.02M Hold
4,600
– – 0.92% 37
2015
Q4 		$999K Buy
+4,600
New +$998K 0.92% 33

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

Physicians Financial Services's LMT Position: Q2 2026 in Review

Physicians Financial Services increased its Lockheed Martin (LMT) stake by 0.67% in Q2 2026, buying an estimated $27K and bringing the position to 7,478 shares worth $3.81M. The position accounts for 0.95% of the portfolio, ranked #28.

Physicians Financial Services first reported a position in LMT in Q4 2015 and has held it in 43 quarters since. The position peaked at $4.49M in Q1 2026. 903 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Physicians Financial Services held 7,478 shares of Lockheed Martin worth $3.81M as of Q2 2026.
  • Physicians Financial Services bought 50 Lockheed Martin shares in Q2 2026, an estimated $27K.
  • Lockheed Martin made up 0.95% of Physicians Financial Services's portfolio in Q2 2026, its #28 holding.
  • Physicians Financial Services first reported a position in Lockheed Martin in Q4 2015 and has held it in 43 quarters since.
  • Physicians Financial Services's Lockheed Martin position peaked at $4.49M in Q1 2026.
  • 903 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Physicians Financial Services's 13F filing for Q2 2026, filed 21 Jul 2026.