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
2022 Q2	–	Sell	-300	Closed	-$132K	–	243
2022 Q1	$132K	Hold	300	–	–	0.01%	249
2021 Q4	$107K	Hold	300	–	–	0.01%	249
2021 Q3	$104K	Hold	300	–	–	0.01%	218
2021 Q2	$114K	Hold	300	–	–	0.01%	224
2021 Q1	$111K	Buy	+300	New	+$103K	0.01%	219

Other funds holding LMT

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

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

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.