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Precedent Wealth Partners’s Lockheed Martin LMT Stock Holding History

Precedent Wealth 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 		$2.42M Buy
4,754
+424
+10% +$229K 0.4% 74
2026
Q1 		$2.62M Buy
4,330
+102
+2% +$62.8K 0.52% 61
2025
Q4 		$2.05M Buy
4,228
+324
+8% +$155K 0.43% 72
2025
Q3 		$1.95M Buy
3,904
+253
+7% +$115K 0.43% 71
2025
Q2 		$1.69M Buy
3,651
+315
+9% +$147K 0.41% 70
2025
Q1 		$1.49M Buy
3,336
+443
+15% +$204K 0.41% 75
2024
Q4 		$1.41M Buy
2,893
+119
+4% +$64.9K 0.46% 62
2024
Q3 		$1.62M Buy
2,774
+304
+12% +$163K 0.53% 46
2024
Q2 		$1.15M Buy
2,470
+164
+7% +$75.8K 0.46% 57
2024
Q1 		$1.05M Buy
2,306
+197
+9% +$86.3K 0.45% 54
2023
Q4 		$956K Buy
+2,109
New +$934K 0.49% 47

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

Precedent Wealth Partners's LMT Position: Q2 2026 in Review

Precedent Wealth Partners increased its Lockheed Martin (LMT) stake by 9.8% in Q2 2026, buying an estimated $229K and bringing the position to 4,754 shares worth $2.42M. The position accounts for 0.4% of the portfolio, ranked #74.

Precedent Wealth Partners first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.62M in Q1 2026. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Precedent Wealth Partners held 4,754 shares of Lockheed Martin worth $2.42M as of Q2 2026.
  • Precedent Wealth Partners bought 424 Lockheed Martin shares in Q2 2026, an estimated $229K.
  • Lockheed Martin made up 0.4% of Precedent Wealth Partners's portfolio in Q2 2026, its #74 holding.
  • Precedent Wealth Partners first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
  • Precedent Wealth Partners's Lockheed Martin position peaked at $2.62M in Q1 2026.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.