SWM
LMT icon

Segment Wealth Management’s Lockheed Martin LMT Stock Holding History

Segment Wealth 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 		$1.64M Sell
3,223
-4
-0.1% -$2.16K 0.09% 137
2026
Q1 		$1.95M Sell
3,227
-170
-5% -$105K 0.11% 121
2025
Q4 		$1.64M Buy
3,397
+304
+10% +$145K 0.1% 118
2025
Q3 		$1.54M Sell
3,093
-30
-1% -$13.6K 0.09% 124
2025
Q2 		$1.45M Buy
3,123
+12
+0.4% +$5.62K 0.09% 133
2025
Q1 		$1.39M Hold
3,111
– – 0.09% 124
2024
Q4 		$1.51M Hold
3,111
– – 0.1% 116
2024
Q3 		$1.82M Sell
3,111
-63
-2% -$33.8K 0.13% 104
2024
Q2 		$1.48M Sell
3,174
-163
-5% -$75.3K 0.11% 119
2024
Q1 		$1.52M Sell
3,337
-524
-14% -$230K 0.12% 116
2023
Q4 		$1.75M Sell
3,861
-233
-6% -$103K 0.15% 97
2023
Q3 		$1.67M Buy
4,094
+90
+2% +$39.9K 0.17% 92
2023
Q2 		$1.84M Hold
4,004
– – 0.19% 88
2023
Q1 		$1.89M Hold
4,004
– – 0.21% 82
2022
Q4 		$1.95M Hold
4,004
– – 0.23% 83
2022
Q3 		$1.55M Sell
4,004
-29
-0.7% -$12.1K 0.19% 84
2022
Q2 		$1.73M Sell
4,033
-249
-6% -$109K 0.22% 78
2022
Q1 		$1.89M Buy
4,282
+12
+0.3% +$4.87K 0.19% 92
2021
Q4 		$1.52M Sell
4,270
-96
-2% -$33.2K 0.16% 101
2021
Q3 		$1.51M Buy
4,366
+300
+7% +$109K 0.18% 98
2021
Q2 		$1.54M Buy
4,066
+7
+0.2% +$2.69K 0.18% 97
2021
Q1 		$1.5M Buy
4,059
+411
+11% +$141K 0.2% 94
2020
Q4 		$1.29M Buy
3,648
+100
+3% +$36.8K 0.19% 95
2020
Q3 		$1.36M Hold
3,548
– – 0.22% 85
2020
Q2 		$1.29M Hold
3,548
– – 0.24% 88
2020
Q1 		$1.2M Sell
3,548
-783
-18% -$308K 0.27% 85
2019
Q4 		$1.69M Buy
4,331
+739
+21% +$284K 0.28% 86
2019
Q3 		$1.4M Buy
3,592
+35
+1% +$13.2K 0.27% 83
2019
Q2 		$1.29M Hold
3,557
– – 0.26% 85
2019
Q1 		$1.07M Sell
3,557
-20
-0.6% -$5.87K 0.23% 91
2018
Q4 		$937K Sell
3,577
-787
-18% -$239K 0.24% 87
2018
Q3 		$1.51M Buy
4,364
+114
+3% +$36.8K 0.33% 87
2018
Q2 		$1.26M Sell
4,250
-6
-0.1% -$1.94K 0.3% 92
2018
Q1 		$1.44M Sell
4,256
-100
-2% -$34K 0.36% 85
2017
Q4 		$1.4M Buy
4,356
+46
+1% +$14.5K 0.34% 85
2017
Q3 		$1.34M Buy
4,310
+2
+0% +$597 0.35% 83
2017
Q2 		$1.2M Buy
4,308
+795
+23% +$218K 0.33% 86
2017
Q1 		$940K Buy
3,513
+40
+1% +$10.5K 0.31% 90
2016
Q4 		$868K Buy
3,473
+100
+3% +$25K 0.32% 85
2016
Q3 		$809K Buy
3,373
+164
+5% +$41K 0.32% 82
2016
Q2 		$796K Buy
3,209
+626
+24% +$148K 0.33% 73
2016
Q1 		$572K Hold
2,583
– – 0.21% 89
2015
Q4 		$561K Hold
2,583
– – 0.21% 88
2015
Q3 		$535K Hold
2,583
– – 0.2% 92
2015
Q2 		$480K Sell
2,583
-50
-2% -$9.63K 0.17% 93
2015
Q1 		$534K Buy
+2,633
New +$520K 0.18% 97

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

Segment Wealth Management's LMT Position: Q2 2026 in Review

Segment Wealth Management reduced its Lockheed Martin (LMT) stake by 0.12% in Q2 2026, selling an estimated $2.16K and leaving 3,223 shares worth $1.64M. The position accounts for 0.09% of the portfolio, ranked #137.

Segment Wealth Management first reported a position in LMT in Q1 2015 and has held it in 46 quarters since. The position peaked at $1.95M in Q1 2026. 649 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Segment Wealth Management held 3,223 shares of Lockheed Martin worth $1.64M as of Q2 2026.
  • Segment Wealth Management sold 4 Lockheed Martin shares in Q2 2026, an estimated $2.16K.
  • Lockheed Martin made up 0.09% of Segment Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Segment Wealth Management first reported a position in Lockheed Martin in Q1 2015 and has held it in 46 quarters since.
  • Segment Wealth Management's Lockheed Martin position peaked at $1.95M in Q1 2026.
  • 649 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.