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
2025
Q4 		– Sell
-1,000
Closed -$499K – 175
2025
Q3 		$499K Hold
1,000
– – 0.23% 93
2025
Q2 		$463K Buy
+1,000
New +$468K 0.22% 95

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

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. 898 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.
  • 898 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.