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Revolve Wealth Partners’s Lockheed Martin LMT Stock Holding History

Revolve Wealth Partners’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 		– Sell
-359
Closed -$217K – 360
2026
Q1 		$217K Buy
+359
New +$221K 0.03% 215
2025
Q2 		– Sell
-471
Closed -$210K – 235
2025
Q1 		$210K Sell
471
-28
-6% -$12.9K 0.03% 213
2024
Q4 		$243K Buy
499
+6
+1% +$3.27K 0.04% 190
2024
Q3 		$288K Buy
+493
New +$265K 0.04% 155

Other funds holding LMT

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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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 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

Revolve Wealth Partners's LMT Position: Q2 2026 in Review

Revolve Wealth Partners sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 359 shares — an estimated $217K sold.

Revolve Wealth Partners first reported a position in LMT in Q3 2024 and held it in 4 quarters. The position peaked at $288K in Q3 2024. 1,106 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Revolve Wealth Partners reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Revolve Wealth Partners sold 359 Lockheed Martin shares in Q2 2026, an estimated $217K.
  • Revolve Wealth Partners first reported a position in Lockheed Martin in Q3 2024 and held it in 4 quarters.
  • Revolve Wealth Partners's Lockheed Martin position peaked at $288K in Q3 2024.
  • 1,106 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.