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Shum Financial Group’s Lockheed Martin LMT Stock Holding History

Shum Financial Group’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 		$597K Sell
1,172
-13
-1% -$7.03K 0.36% 63
2026
Q1 		$716K Hold
1,185
– – 0.51% 54
2025
Q4 		$573K Sell
1,185
-21
-2% -$10.1K 0.41% 63
2025
Q3 		$602K Buy
+1,206
New +$547K 0.45% 55
2025
Q1 		$607K Buy
1,358
+7
+0.5% +$3.22K 0.52% 57
2024
Q4 		$657K Buy
1,351
+17
+1% +$9.27K 0.57% 55
2024
Q3 		$729K Buy
+1,334
New +$716K 0.61% 57

Other funds holding LMT

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Shum Financial Group's LMT Position: Q2 2026 in Review

Shum Financial Group reduced its Lockheed Martin (LMT) stake by 1.1% in Q2 2026, selling an estimated $7.03K and leaving 1,172 shares worth $597K. The position accounts for 0.36% of the portfolio, ranked #63.

Shum Financial Group first reported a position in LMT in Q3 2024 and has held it in 7 quarters since. The position peaked at $729K in Q3 2024. 1,686 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Shum Financial Group held 1,172 shares of Lockheed Martin worth $597K as of Q2 2026.
  • Shum Financial Group sold 13 Lockheed Martin shares in Q2 2026, an estimated $7.03K.
  • Lockheed Martin made up 0.36% of Shum Financial Group's portfolio in Q2 2026, its #63 holding.
  • Shum Financial Group first reported a position in Lockheed Martin in Q3 2024 and has held it in 7 quarters since.
  • Shum Financial Group's Lockheed Martin position peaked at $729K in Q3 2024.
  • 1,686 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.