SRA
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Secured Retirement Advisors’s Lockheed Martin LMT Stock Holding History

Secured Retirement 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 		$1.62M Sell
3,175
-34
-1% -$18.4K 0.83% 44
2026
Q1 		$1.94M Buy
3,209
+81
+3% +$49.9K 1.1% 25
2025
Q4 		$1.51M Buy
3,128
+2,323
+289% +$1.11M 0.84% 39
2025
Q3 		$402K Buy
805
+235
+41% +$107K 0.22% 103
2025
Q2 		$264K Sell
570
-36
-6% -$16.9K 0.16% 102
2025
Q1 		$271K Buy
+606
New +$279K 0.17% 106

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

Secured Retirement Advisors's LMT Position: Q2 2026 in Review

Secured Retirement Advisors reduced its Lockheed Martin (LMT) stake by 1.1% in Q2 2026, selling an estimated $18.4K and leaving 3,175 shares worth $1.62M. The position accounts for 0.83% of the portfolio, ranked #44.

Secured Retirement Advisors first reported a position in LMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.94M in Q1 2026. 1,009 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Secured Retirement Advisors held 3,175 shares of Lockheed Martin worth $1.62M as of Q2 2026.
  • Secured Retirement Advisors sold 34 Lockheed Martin shares in Q2 2026, an estimated $18.4K.
  • Lockheed Martin made up 0.83% of Secured Retirement Advisors's portfolio in Q2 2026, its #44 holding.
  • Secured Retirement Advisors first reported a position in Lockheed Martin in Q1 2025 and has held it in 6 quarters since.
  • Secured Retirement Advisors's Lockheed Martin position peaked at $1.94M in Q1 2026.
  • 1,009 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.