Red Mountain Financial’s Lockheed Martin LMT Stock Holding History

Red Mountain Financial’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	$1.06M	Buy	2,086 +185	+10%	+$100K	0.89%	31
2026 Q1	$1.15M	Buy	1,901 +5	+0.3%	+$3.08K	1.08%	26
2025 Q4	$917K	Sell	1,896 -126	-6%	-$60.3K	0.9%	30
2025 Q3	$1.01M	Buy	2,022 +6	+0.3%	+$2.72K	1.02%	27
2025 Q2	$934K	Buy	2,016 +60	+3%	+$28.1K	1.04%	28
2025 Q1	$874K	Buy	1,956 +5	+0.3%	+$2.3K	1.07%	28
2024 Q4	$948K	Buy	1,951 +46	+2%	+$25.1K	1.02%	28
2024 Q3	$1.11M	Buy	1,905 +92	+5%	+$49.4K	1.18%	23
2024 Q2	$847K	Buy	+1,813	New	+$838K	1.02%	27
2023 Q4	$604K	Buy	+1,333	New	+$591K	0.93%	31

Other funds holding LMT

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

Red Mountain Financial's LMT Position: Q2 2026 in Review

Red Mountain Financial increased its Lockheed Martin (LMT) stake by 9.7% in Q2 2026, buying an estimated $100K and bringing the position to 2,086 shares worth $1.06M. The position accounts for 0.89% of the portfolio, ranked #31.

Red Mountain Financial first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.15M in Q1 2026. 1,014 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Red Mountain Financial held 2,086 shares of Lockheed Martin worth $1.06M as of Q2 2026.
Red Mountain Financial bought 185 Lockheed Martin shares in Q2 2026, an estimated $100K.
Lockheed Martin made up 0.89% of Red Mountain Financial's portfolio in Q2 2026, its #31 holding.
Red Mountain Financial first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
Red Mountain Financial's Lockheed Martin position peaked at $1.15M in Q1 2026.
1,014 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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