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Secure Asset Management’s Lockheed Martin LMT Stock Holding History

Secure Asset Management’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 		$366K Buy
719
+237
+49% +$128K 0.05% 234
2026
Q1 		$291K Sell
482
-322
-40% -$198K 0.05% 252
2025
Q4 		$389K Buy
804
+268
+50% +$128K 0.06% 229
2025
Q3 		$267K Sell
536
-2,820
-84% -$1.28M 0.04% 261
2025
Q2 		$1.55M Sell
3,356
-1,817
-35% -$851K 0.29% 89
2025
Q1 		$2.31M Buy
5,173
+899
+21% +$414K 0.46% 61
2024
Q4 		$2.08M Buy
4,274
+3,795
+792% +$2.07M 0.32% 75
2024
Q3 		$280K Sell
479
-161
-25% -$86.4K 0.05% 256
2024
Q2 		$299K Sell
640
-272
-30% -$126K 0.06% 230
2024
Q1 		$415K Sell
912
-418
-31% -$183K 0.1% 143
2023
Q4 		$603K Buy
1,330
+12
+0.9% +$5.32K 0.16% 115
2023
Q3 		$539K Buy
1,318
+37
+3% +$16.4K 0.16% 119
2023
Q2 		$590K Sell
1,281
-3,247
-72% -$1.51M 0.18% 105
2023
Q1 		$2.14M Buy
4,528
+382
+9% +$179K 0.71% 30
2022
Q4 		$2.02M Buy
4,146
+1,793
+76% +$833K 0.72% 31
2022
Q3 		$909K Buy
2,353
+266
+13% +$111K 0.51% 34
2022
Q2 		$897K Buy
2,087
+548
+36% +$241K 0.5% 35
2022
Q1 		$679K Buy
1,539
+157
+11% +$63.6K 0.31% 66
2021
Q4 		$491K Sell
1,382
-15
-1% -$5.19K 0.2% 88
2021
Q3 		$482K Sell
1,397
-345
-20% -$125K 0.24% 74
2021
Q2 		$659K Sell
1,742
-76
-4% -$29.2K 0.33% 49
2021
Q1 		$672K Buy
1,818
+148
+9% +$50.8K 0.37% 52
2020
Q4 		$593K Buy
1,670
+36
+2% +$13.2K 0.35% 59
2020
Q3 		$626K Buy
1,634
+21
+1% +$8.01K 0.43% 53
2020
Q2 		$588K Sell
1,613
-7
-0.4% -$2.64K 0.41% 67
2020
Q1 		$549K Sell
1,620
-482
-23% -$190K 0.59% 45
2019
Q4 		$818K Buy
+2,102
New +$807K 0.58% 45

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
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
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
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

Secure Asset Management's LMT Position: Q2 2026 in Review

Secure Asset Management increased its Lockheed Martin (LMT) stake by 49% in Q2 2026, buying an estimated $128K and bringing the position to 719 shares worth $366K. The position accounts for 0.05% of the portfolio, ranked #234.

Secure Asset Management first reported a position in LMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.31M in Q1 2025. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Secure Asset Management held 719 shares of Lockheed Martin worth $366K as of Q2 2026.
  • Secure Asset Management bought 237 Lockheed Martin shares in Q2 2026, an estimated $128K.
  • Lockheed Martin made up 0.05% of Secure Asset Management's portfolio in Q2 2026, its #234 holding.
  • Secure Asset Management first reported a position in Lockheed Martin in Q4 2019 and has held it in 27 quarters since.
  • Secure Asset Management's Lockheed Martin position peaked at $2.31M in Q1 2025.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.