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Souders Financial Advisors’s Lockheed Martin LMT Stock Holding History

Souders Financial 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 		$353K Buy
692
+94
+16% +$50.8K 0.04% 176
2026
Q1 		$361K Buy
598
+68
+13% +$41.9K 0.04% 166
2025
Q4 		$256K Buy
530
+29
+6% +$13.9K 0.03% 191
2025
Q3 		$250K Buy
501
+2
+0.4% +$907 0.03% 184
2025
Q2 		$231K Buy
499
+5
+1% +$2.34K 0.03% 188
2025
Q1 		$220K Buy
494
+30
+6% +$13.8K 0.03% 174
2024
Q4 		$226K Buy
464
+5
+1% +$2.73K 0.03% 167
2024
Q3 		$269K Buy
459
+1
+0.2% +$537 0.04% 147
2024
Q2 		$214K Buy
458
+9
+2% +$4.16K 0.03% 157
2024
Q1 		$204K Sell
449
-9
-2% -$3.94K 0.03% 155
2023
Q4 		$208K Sell
458
-1,131
-71% -$501K 0.04% 151
2023
Q3 		$650K Sell
1,589
-532
-25% -$236K 0.12% 105
2023
Q2 		$976K Sell
2,121
-18
-0.8% -$8.36K 0.19% 85
2023
Q1 		$1.01M Buy
2,139
+21
+1% +$9.85K 0.21% 82
2022
Q4 		$1.03M Sell
2,118
-19
-0.9% -$8.83K 0.24% 79
2022
Q3 		$826K Buy
2,137
+548
+34% +$229K 0.22% 82
2022
Q2 		$683K Buy
1,589
+1,109
+231% +$487K 0.2% 87
2022
Q1 		$212K Sell
480
-98
-17% -$39.7K 0.06% 135
2021
Q4 		$205K Buy
+578
New +$200K 0.06% 133
2021
Q3 		– Sell
-2,244
Closed -$849K – 139
2021
Q2 		$849K Buy
2,244
+116
+5% +$44.6K 0.29% 74
2021
Q1 		$786K Buy
2,128
+1,535
+259% +$527K 0.31% 69
2020
Q4 		$211K Sell
593
-5
-0.8% -$1.84K 0.09% 104
2020
Q3 		$222K Buy
598
+3
+0.5% +$1.15K 0.1% 97
2020
Q2 		$217K Buy
+595
New +$225K 0.12% 91

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Souders Financial Advisors's LMT Position: Q2 2026 in Review

Souders Financial Advisors increased its Lockheed Martin (LMT) stake by 16% in Q2 2026, buying an estimated $50.8K and bringing the position to 692 shares worth $353K. The position accounts for 0.04% of the portfolio, ranked #176.

Souders Financial Advisors first reported a position in LMT in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.03M in Q4 2022. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Souders Financial Advisors held 692 shares of Lockheed Martin worth $353K as of Q2 2026.
  • Souders Financial Advisors bought 94 Lockheed Martin shares in Q2 2026, an estimated $50.8K.
  • Lockheed Martin made up 0.04% of Souders Financial Advisors's portfolio in Q2 2026, its #176 holding.
  • Souders Financial Advisors first reported a position in Lockheed Martin in Q2 2020 and has held it in 24 quarters since.
  • Souders Financial Advisors's Lockheed Martin position peaked at $1.03M in Q4 2022.
  • 2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.