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SOA Wealth Advisors’s Lockheed Martin LMT Stock Holding History

SOA Wealth Advisors’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 		$614K Buy
1,206
+7
+0.6% +$3.78K 0.1% 113
2026
Q1 		$724K Buy
1,199
+6
+0.5% +$3.7K 0.14% 91
2025
Q4 		$577K Buy
1,193
+8
+0.7% +$3.83K 0.1% 114
2025
Q3 		$592K Buy
1,185
+7
+0.6% +$3.18K 0.1% 108
2025
Q2 		$546K Sell
1,178
-34
-3% -$15.9K 0.1% 113
2025
Q1 		$541K Buy
1,212
+8
+0.7% +$3.68K 0.11% 107
2024
Q4 		$585K Buy
1,204
+8
+0.7% +$4.36K 0.11% 103
2024
Q3 		$699K Buy
1,196
+6
+0.5% +$3.22K 0.13% 90
2024
Q2 		$556K Buy
1,190
+15
+1% +$6.93K 0.11% 102
2024
Q1 		$534K Sell
1,175
-11
-0.9% -$4.82K 0.11% 100
2023
Q4 		$538K Hold
1,186
– – 0.12% 92
2023
Q3 		$485K Sell
1,186
-3
-0.3% -$1.33K 0.12% 98
2023
Q2 		$547K Buy
1,189
+8
+0.7% +$3.71K 0.13% 89
2023
Q1 		$558K Buy
1,181
+13
+1% +$6.1K 0.14% 82
2022
Q4 		$568K Sell
1,168
-1
-0.1% -$465 0.15% 79
2022
Q3 		$451K Buy
1,169
+92
+9% +$38.4K 0.14% 87
2022
Q2 		$463K Sell
1,077
-15
-1% -$6.59K 0.14% 85
2022
Q1 		$482K Buy
1,092
+6
+0.6% +$2.43K 0.12% 101
2021
Q4 		$384K Buy
1,086
+8
+0.7% +$2.77K 0.09% 111
2021
Q3 		$372K Sell
1,078
-65
-6% -$23.5K 0.1% 118
2021
Q2 		$432K Sell
1,143
-108
-9% -$41.5K 0.11% 112
2021
Q1 		$462K Sell
1,251
-3
-0.2% -$1.03K 0.13% 97
2020
Q4 		$429K Buy
+1,254
New +$461K 0.12% 97

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
Robeco Institutional Asset Management
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
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

SOA Wealth Advisors's LMT Position: Q2 2026 in Review

SOA Wealth Advisors increased its Lockheed Martin (LMT) stake by 0.58% in Q2 2026, buying an estimated $3.78K and bringing the position to 1,206 shares worth $614K. The position accounts for 0.1% of the portfolio, ranked #113.

SOA Wealth Advisors first reported a position in LMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $724K in Q1 2026. 649 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • SOA Wealth Advisors held 1,206 shares of Lockheed Martin worth $614K as of Q2 2026.
  • SOA Wealth Advisors bought 7 Lockheed Martin shares in Q2 2026, an estimated $3.78K.
  • Lockheed Martin made up 0.1% of SOA Wealth Advisors's portfolio in Q2 2026, its #113 holding.
  • SOA Wealth Advisors first reported a position in Lockheed Martin in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Lockheed Martin position peaked at $724K in Q1 2026.
  • 649 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.