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Second Half Financial Partners’s Lockheed Martin LMT Stock Holding History

Second Half Financial 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
-418
Closed -$253K – 113
2026
Q1 		$253K Buy
+418
New +$257K 0.11% 80
2025
Q2 		– Sell
-3,417
Closed -$1.53M – 96
2025
Q1 		$1.53M Sell
3,417
-1,016
-23% -$468K 0.76% 21
2024
Q4 		$2.15M Sell
4,433
-938
-17% -$511K 1.05% 22
2024
Q3 		$3.14M Buy
+5,371
New +$2.88M 1.66% 18
2024
Q2 		– Sell
-8,960
Closed -$4.08M – 55
2024
Q1 		$4.08M Buy
8,960
+656
+8% +$288K 1.81% 21
2023
Q4 		$3.76M Sell
8,304
-217
-3% -$96.1K 1.86% 13
2023
Q3 		$3.48M Sell
8,521
-5,997
-41% -$2.66M 1.74% 13
2023
Q2 		$6.68M Buy
14,518
+5,756
+66% +$2.67M 1.53% 14
2023
Q1 		$4.14M Sell
8,762
-96
-1% -$45K 2.46% 10
2022
Q4 		$4.1M Buy
8,858
+1,451
+20% +$674K 2.68% 12
2022
Q3 		$2.86M Sell
7,407
-3,684
-33% -$1.54M 3.56% 11
2022
Q2 		$4.1M Hold
11,091
– – 3.15% 10
2022
Q1 		$4.1M Buy
+11,091
New +$4.5M 3.15% 10

Other funds holding LMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Second Half Financial Partners's LMT Position: Q2 2026 in Review

Second Half Financial Partners sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 418 shares — an estimated $253K sold.

Second Half Financial Partners first reported a position in LMT in Q1 2022 and held it in 13 quarters. The position peaked at $6.68M in Q2 2023. 1,329 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Second Half Financial Partners reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Second Half Financial Partners sold 418 Lockheed Martin shares in Q2 2026, an estimated $253K.
  • Second Half Financial Partners first reported a position in Lockheed Martin in Q1 2022 and held it in 13 quarters.
  • Second Half Financial Partners's Lockheed Martin position peaked at $6.68M in Q2 2023.
  • 1,329 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.