QFA
LMT icon

Quantum Financial Advisors’s Lockheed Martin LMT Stock Holding History

Quantum Financial 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 		$307K Sell
603
-12
-2% -$6.49K 0.03% 176
2026
Q1 		$372K Buy
615
+47
+8% +$29K 0.04% 134
2025
Q4 		$275K Buy
568
+1
+0.2% +$479 0.03% 168
2025
Q3 		$283K Sell
567
-30
-5% -$13.6K 0.03% 149
2025
Q2 		$276K Hold
597
– – 0.04% 140
2025
Q1 		$267K Sell
597
-12
-2% -$5.52K 0.04% 135
2024
Q4 		$296K Hold
609
– – 0.05% 128
2024
Q3 		$356K Hold
609
– – 0.06% 110
2024
Q2 		$284K Hold
609
– – 0.05% 123
2024
Q1 		$277K Buy
+609
New +$267K 0.05% 126
2023
Q4 		– Sell
-693
Closed -$283K – 128
2023
Q3 		$283K Buy
+693
New +$307K 0.08% 81

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
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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Quantum Financial Advisors's LMT Position: Q2 2026 in Review

Quantum Financial Advisors reduced its Lockheed Martin (LMT) stake by 2% in Q2 2026, selling an estimated $6.49K and leaving 603 shares worth $307K. The position accounts for 0.03% of the portfolio, ranked #176.

Quantum Financial Advisors first reported a position in LMT in Q3 2023 and has held it in 11 quarters since. The position peaked at $372K in Q1 2026. 487 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Quantum Financial Advisors held 603 shares of Lockheed Martin worth $307K as of Q2 2026.
  • Quantum Financial Advisors sold 12 Lockheed Martin shares in Q2 2026, an estimated $6.49K.
  • Lockheed Martin made up 0.03% of Quantum Financial Advisors's portfolio in Q2 2026, its #176 holding.
  • Quantum Financial Advisors first reported a position in Lockheed Martin in Q3 2023 and has held it in 11 quarters since.
  • Quantum Financial Advisors's Lockheed Martin position peaked at $372K in Q1 2026.
  • 487 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.