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Sax Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Sax 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 		$485K Sell
802
-14
-2% -$7.57K 0.02% 347
2026
Q1 		$395K Hold
816
– – 0.02% 335
2025
Q4 		$395K Buy
816
+157
+24% +$75.1K 0.02% 342
2025
Q3 		$329K Buy
659
+2
+0.3% +$907 0.02% 334
2025
Q2 		$304K Buy
+657
New +$308K 0.02% 335

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Sax Wealth Advisors's LMT Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Lockheed Martin (LMT) stake by 1.7% in Q2 2026, selling an estimated $7.57K and leaving 802 shares worth $485K. The position accounts for 0.02% of the portfolio, ranked #347.

Sax Wealth Advisors first reported a position in LMT in Q2 2025 and has held it in 5 quarters since. 659 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Sax Wealth Advisors held 802 shares of Lockheed Martin worth $485K as of Q2 2026.
  • Sax Wealth Advisors sold 14 Lockheed Martin shares in Q2 2026, an estimated $7.57K.
  • Lockheed Martin made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #347 holding.
  • Sax Wealth Advisors first reported a position in Lockheed Martin in Q2 2025 and has held it in 5 quarters since.
  • 659 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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