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Retirement Wealth Solutions’s Lockheed Martin LMT Stock Holding History

Retirement Wealth Solutions’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 		$15.1K Hold
30
– – 0.01% 185
2026
Q1 		$17.9K Sell
30
-1
-3% -$616 0.01% 160
2025
Q4 		$14.8K Hold
31
– – 0.01% 183
2025
Q3 		$15.2K Hold
31
– – 0.01% 184
2025
Q2 		$14.1K Buy
31
+1
+3% +$468 0.01% 191
2025
Q1 		$13.6K Hold
30
– – 0.01% 182
2024
Q4 		$14.2K Buy
+30
New +$16.4K 0.01% 183

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

Retirement Wealth Solutions's LMT Position: Q2 2026 in Review

Retirement Wealth Solutions held its Lockheed Martin (LMT) position steady in Q2 2026 at 30 shares worth $15.1K. The position accounts for 0.01% of the portfolio, ranked #185.

Retirement Wealth Solutions first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.9K in Q1 2026. 487 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Retirement Wealth Solutions held 30 shares of Lockheed Martin worth $15.1K as of Q2 2026.
  • Retirement Wealth Solutions left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #185 holding.
  • Retirement Wealth Solutions first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Lockheed Martin position peaked at $17.9K in Q1 2026.
  • 487 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.