SWM
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Shelton Wealth Management’s Lockheed Martin LMT Stock Holding History

Shelton 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 		$455K Buy
894
+5
+0.6% +$2.7K 0.18% 101
2026
Q1 		$537K Sell
889
-7
-0.8% -$4.31K 0.24% 97
2025
Q4 		$433K Hold
896
– – 0.19% 98
2025
Q3 		$447K Buy
896
+4
+0.4% +$1.81K 0.2% 97
2025
Q2 		$413K Sell
892
-7
-0.8% -$3.28K 0.2% 98
2025
Q1 		$402K Buy
899
+1
+0.1% +$460 0.22% 101
2024
Q4 		$436K Hold
898
– – 0.23% 99
2024
Q3 		$525K Buy
898
+1
+0.1% +$537 0.29% 96
2024
Q2 		$419K Sell
897
-18
-2% -$8.32K 0.24% 102
2024
Q1 		$416K Sell
915
-580
-39% -$254K 0.26% 87
2023
Q4 		$677K Buy
1,495
+603
+68% +$267K 0.48% 44
2023
Q3 		$365K Buy
892
+109
+14% +$48.4K 0.29% 39
2023
Q2 		$361K Sell
783
-2
-0.3% -$928 0.28% 42
2023
Q1 		$371K Sell
785
-1
-0.1% -$469 0.3% 41
2022
Q4 		$382K Buy
786
+5
+0.6% +$2.32K 0.3% 42
2022
Q3 		$302K Buy
781
+4
+0.5% +$1.67K 0.27% 46
2022
Q2 		$334K Buy
777
+5
+0.6% +$2.19K 0.28% 45
2022
Q1 		$341K Sell
772
-7
-0.9% -$2.84K 0.27% 46
2021
Q4 		$277K Buy
+779
New +$269K 0.22% 55

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
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
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

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

Shelton Wealth Management increased its Lockheed Martin (LMT) stake by 0.56% in Q2 2026, buying an estimated $2.7K and bringing the position to 894 shares worth $455K. The position accounts for 0.18% of the portfolio, ranked #101.

Shelton Wealth Management first reported a position in LMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $677K in Q4 2023. 515 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Shelton Wealth Management held 894 shares of Lockheed Martin worth $455K as of Q2 2026.
  • Shelton Wealth Management bought 5 Lockheed Martin shares in Q2 2026, an estimated $2.7K.
  • Lockheed Martin made up 0.18% of Shelton Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Shelton Wealth Management first reported a position in Lockheed Martin in Q4 2021 and has held it in 19 quarters since.
  • Shelton Wealth Management's Lockheed Martin position peaked at $677K in Q4 2023.
  • 515 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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