PWG
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Portside Wealth Group’s Lockheed Martin LMT Stock Holding History

Portside Wealth Group’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 		$1.26M Buy
2,478
+194
+8% +$105K 0.15% 156
2026
Q1 		$1.38M Buy
2,284
+61
+3% +$37.6K 0.19% 131
2025
Q4 		$1.08M Buy
2,223
+127
+6% +$60.8K 0.14% 158
2025
Q3 		$1.05M Buy
2,096
+65
+3% +$29.5K 0.14% 159
2025
Q2 		$941K Buy
2,031
+179
+10% +$83.8K 0.14% 157
2025
Q1 		$827K Buy
1,852
+200
+12% +$92.1K 0.13% 171
2024
Q4 		$803K Buy
1,652
+137
+9% +$74.7K 0.13% 170
2024
Q3 		$886K Buy
1,515
+105
+7% +$56.4K 0.15% 153
2024
Q2 		$659K Sell
1,410
-51
-3% -$23.6K 0.13% 173
2024
Q1 		$665K Buy
1,461
+15
+1% +$6.57K 0.12% 178
2023
Q4 		$655K Sell
1,446
-107
-7% -$47.4K 0.12% 177
2023
Q3 		$633K Buy
1,553
+126
+9% +$55.9K 0.12% 166
2023
Q2 		$657K Buy
+1,427
New +$662K 0.12% 168

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

Portside Wealth Group's LMT Position: Q2 2026 in Review

Portside Wealth Group increased its Lockheed Martin (LMT) stake by 8.5% in Q2 2026, buying an estimated $105K and bringing the position to 2,478 shares worth $1.26M. The position accounts for 0.15% of the portfolio, ranked #156.

Portside Wealth Group first reported a position in LMT in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.38M in Q1 2026. 1,003 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Portside Wealth Group held 2,478 shares of Lockheed Martin worth $1.26M as of Q2 2026.
  • Portside Wealth Group bought 194 Lockheed Martin shares in Q2 2026, an estimated $105K.
  • Lockheed Martin made up 0.15% of Portside Wealth Group's portfolio in Q2 2026, its #156 holding.
  • Portside Wealth Group first reported a position in Lockheed Martin in Q2 2023 and has held it in 13 quarters since.
  • Portside Wealth Group's Lockheed Martin position peaked at $1.38M in Q1 2026.
  • 1,003 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.