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Sarver Vrooman Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Sarver Vrooman Wealth 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 		$49.6K Hold
92
– – 0.03% 63
2026
Q1 		$55.6K Hold
92
– – 0.03% 55
2025
Q4 		$44.5K Sell
92
-3
-3% -$1.44K 0.03% 72
2025
Q3 		$47.4K Hold
95
– – 0.03% 90
2025
Q2 		$44K Sell
95
-166
-64% -$77.7K 0.03% 91
2025
Q1 		$117K Buy
+261
New +$120K 0.08% 18

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

Sarver Vrooman Wealth Advisors's LMT Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors held its Lockheed Martin (LMT) position steady in Q2 2026 at 92 shares worth $49.6K. The position accounts for 0.03% of the portfolio, ranked #63.

Sarver Vrooman Wealth Advisors first reported a position in LMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $117K in Q1 2025. 564 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 92 shares of Lockheed Martin worth $49.6K as of Q2 2026.
  • Sarver Vrooman Wealth Advisors left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.03% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in Lockheed Martin in Q1 2025 and has held it in 6 quarters since.
  • Sarver Vrooman Wealth Advisors's Lockheed Martin position peaked at $117K in Q1 2025.
  • 564 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.