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Resonant Capital Advisors’s Lockheed Martin LMT Stock Holding History

Resonant Capital 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 		$384K Buy
754
+36
+5% +$19.5K 0.02% 360
2026
Q1 		$434K Buy
718
+128
+22% +$78.8K 0.02% 294
2025
Q4 		$285K Buy
+590
New +$282K 0.02% 350
2025
Q3 		– Sell
-796
Closed -$369K – 451
2025
Q2 		$369K Buy
796
+275
+53% +$129K 0.02% 289
2025
Q1 		$233K Buy
521
+95
+22% +$43.7K 0.02% 335
2024
Q4 		$207K Buy
426
+3
+0.7% +$1.64K 0.02% 335
2024
Q3 		$247K Buy
+423
New +$227K 0.02% 309

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

Resonant Capital Advisors's LMT Position: Q2 2026 in Review

Resonant Capital Advisors increased its Lockheed Martin (LMT) stake by 5% in Q2 2026, buying an estimated $19.5K and bringing the position to 754 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #360.

Resonant Capital Advisors first reported a position in LMT in Q3 2024 and has held it in 7 quarters since. The position peaked at $434K in Q1 2026. 1,007 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Resonant Capital Advisors held 754 shares of Lockheed Martin worth $384K as of Q2 2026.
  • Resonant Capital Advisors bought 36 Lockheed Martin shares in Q2 2026, an estimated $19.5K.
  • Lockheed Martin made up 0.02% of Resonant Capital Advisors's portfolio in Q2 2026, its #360 holding.
  • Resonant Capital Advisors first reported a position in Lockheed Martin in Q3 2024 and has held it in 7 quarters since.
  • Resonant Capital Advisors's Lockheed Martin position peaked at $434K in Q1 2026.
  • 1,007 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.