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Resurgent Financial Advisors’s Lockheed Martin LMT Stock Holding History

Resurgent 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 		$385K Buy
756
+10
+1% +$5.41K 0.11% 194
2026
Q1 		$451K Sell
746
-37
-5% -$22.8K 0.16% 150
2025
Q4 		$379K Sell
783
-19
-2% -$9.09K 0.19% 148
2025
Q3 		$400K Sell
802
-588
-42% -$267K 0.2% 142
2025
Q2 		$644K Buy
1,390
+199
+17% +$93.2K 0.35% 77
2025
Q1 		$532K Sell
1,191
-174
-13% -$80.1K 0.32% 87
2024
Q4 		$663K Buy
1,365
+66
+5% +$36K 0.39% 69
2024
Q3 		$759K Buy
1,299
+45
+4% +$24.2K 0.44% 65
2024
Q2 		$586K Buy
1,254
+32
+3% +$14.8K 0.36% 78
2024
Q1 		$556K Sell
1,222
-216
-15% -$94.7K 0.3% 97
2023
Q4 		$652K Sell
1,438
-92
-6% -$40.8K 0.4% 67
2023
Q3 		$626K Buy
1,530
+31
+2% +$13.8K 0.43% 58
2023
Q2 		$690K Buy
1,499
+91
+6% +$42.2K 0.46% 55
2023
Q1 		$666K Sell
1,408
-616
-30% -$289K 0.44% 55
2022
Q4 		$985K Buy
2,024
+86
+4% +$40K 0.52% 45
2022
Q3 		$748K Buy
1,938
+265
+16% +$111K 0.5% 52
2022
Q2 		$719K Buy
1,673
+443
+36% +$195K 0.46% 59
2022
Q1 		$543K Buy
1,230
+382
+45% +$155K 0.34% 80
2021
Q4 		$301K Buy
+848
New +$293K 0.24% 93

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

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

Resurgent Financial Advisors increased its Lockheed Martin (LMT) stake by 1.3% in Q2 2026, buying an estimated $5.41K and bringing the position to 756 shares worth $385K. The position accounts for 0.11% of the portfolio, ranked #194.

Resurgent Financial Advisors first reported a position in LMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $985K in Q4 2022. 2,777 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Resurgent Financial Advisors held 756 shares of Lockheed Martin worth $385K as of Q2 2026.
  • Resurgent Financial Advisors bought 10 Lockheed Martin shares in Q2 2026, an estimated $5.41K.
  • Lockheed Martin made up 0.11% of Resurgent Financial Advisors's portfolio in Q2 2026, its #194 holding.
  • Resurgent Financial Advisors first reported a position in Lockheed Martin in Q4 2021 and has held it in 19 quarters since.
  • Resurgent Financial Advisors's Lockheed Martin position peaked at $985K in Q4 2022.
  • 2,777 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.