SFG Wealth Management’s Lockheed Martin LMT Stock Holding History

SFG 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	$487K	Buy	957 +9	+0.9%	+$4.87K	0.18%	76
2026 Q1	$573K	Buy	948 +16	+2%	+$9.86K	0.24%	59
2025 Q4	$451K	Hold	932	–	–	0.18%	84
2025 Q3	$465K	Sell	932 -104	-10%	-$47.2K	0.2%	83
2025 Q2	$480K	Hold	1,036	–	–	0.29%	47
2025 Q1	$463K	Buy	1,036 +13	+1%	+$5.98K	0.23%	76
2024 Q4	$497K	Buy	1,023 +1	+0.1%	+$545	0.26%	55
2024 Q3	$598K	Hold	1,022	–	–	0.32%	50
2024 Q2	$477K	Sell	1,022 -9	-0.9%	-$4.16K	0.27%	54
2024 Q1	$469K	Hold	1,031	–	–	0.28%	54
2023 Q4	$467K	Buy	1,031 +1	+0.1%	+$443	0.31%	50
2023 Q3	$421K	Buy	1,030 +1	+0.1%	+$444	0.33%	50
2023 Q2	$474K	Buy	1,029 +98	+11%	+$45.5K	0.4%	46
2023 Q1	$440K	Hold	931	–	–	0.49%	38
2022 Q4	$453K	Buy	931 +3	+0.3%	+$1.39K	0.56%	35
2022 Q3	$358K	Sell	928 -59	-6%	-$24.6K	0.48%	45
2022 Q2	$424K	Buy	987 +17	+2%	+$7.46K	0.49%	48
2022 Q1	$428K	Sell	970 -5	-0.5%	-$2.03K	0.4%	50
2021 Q4	$347K	Buy	+975	New	+$337K	0.31%	65

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

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

SFG Wealth Management increased its Lockheed Martin (LMT) stake by 0.95% in Q2 2026, buying an estimated $4.87K and bringing the position to 957 shares worth $487K. The position accounts for 0.18% of the portfolio, ranked #76.

SFG Wealth Management first reported a position in LMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $598K in Q3 2024. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

SFG Wealth Management held 957 shares of Lockheed Martin worth $487K as of Q2 2026.
SFG Wealth Management bought 9 Lockheed Martin shares in Q2 2026, an estimated $4.87K.
Lockheed Martin made up 0.18% of SFG Wealth Management's portfolio in Q2 2026, its #76 holding.
SFG Wealth Management first reported a position in Lockheed Martin in Q4 2021 and has held it in 19 quarters since.
SFG Wealth Management's Lockheed Martin position peaked at $598K in Q3 2024.
2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.