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Southland Equity Partners’s Lockheed Martin LMT Stock Holding History

Southland Equity Partners’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 		$466K Buy
915
+68
+8% +$36.8K 0.08% 180
2026
Q1 		$512K Sell
847
-15
-2% -$9.24K 0.1% 144
2025
Q4 		$417K Buy
862
+10
+1% +$4.79K 0.08% 165
2025
Q3 		$425K Buy
852
+39
+5% +$17.7K 0.09% 153
2025
Q2 		$376K Buy
813
+47
+6% +$22K 0.08% 155
2025
Q1 		$342K Buy
766
+23
+3% +$10.6K 0.08% 163
2024
Q4 		$361K Sell
743
-3
-0.4% -$1.64K 0.08% 150
2024
Q3 		$436K Buy
746
+16
+2% +$8.59K 0.11% 131
2024
Q2 		$341K Sell
730
-229
-24% -$106K 0.1% 139
2024
Q1 		$436K Buy
959
+239
+33% +$105K 0.12% 119
2023
Q4 		$326K Buy
720
+13
+2% +$5.76K 0.1% 135
2023
Q3 		$289K Buy
707
+108
+18% +$47.9K 0.1% 143
2023
Q2 		$276K Buy
599
+8
+1% +$3.71K 0.09% 152
2023
Q1 		$280K Sell
591
-8
-1% -$3.75K 0.11% 138
2022
Q4 		$292K Buy
599
+21
+4% +$9.76K 0.11% 126
2022
Q3 		$223K Buy
578
+7
+1% +$2.92K 0.11% 138
2022
Q2 		$246K Sell
571
-131
-19% -$57.5K 0.11% 134
2022
Q1 		$310K Sell
702
-69
-9% -$28K 0.13% 121
2021
Q4 		$274K Buy
771
+5
+0.7% +$1.73K 0.11% 137
2021
Q3 		$264K Buy
766
+11
+1% +$3.98K 0.12% 131
2021
Q2 		$286K Buy
755
+98
+15% +$37.7K 0.13% 117
2021
Q1 		$243K Buy
+657
New +$225K 0.14% 128

Other funds holding LMT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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

Southland Equity Partners's LMT Position: Q2 2026 in Review

Southland Equity Partners increased its Lockheed Martin (LMT) stake by 8% in Q2 2026, buying an estimated $36.8K and bringing the position to 915 shares worth $466K. The position accounts for 0.08% of the portfolio, ranked #180.

Southland Equity Partners first reported a position in LMT in Q1 2021 and has held it in 22 quarters since. The position peaked at $512K in Q1 2026. 1,069 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Southland Equity Partners held 915 shares of Lockheed Martin worth $466K as of Q2 2026.
  • Southland Equity Partners bought 68 Lockheed Martin shares in Q2 2026, an estimated $36.8K.
  • Lockheed Martin made up 0.08% of Southland Equity Partners's portfolio in Q2 2026, its #180 holding.
  • Southland Equity Partners first reported a position in Lockheed Martin in Q1 2021 and has held it in 22 quarters since.
  • Southland Equity Partners's Lockheed Martin position peaked at $512K in Q1 2026.
  • 1,069 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.