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Sowell Financial Services’s Lockheed Martin LMT Stock Holding History

Sowell Financial Services’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 		$3.52M Buy
6,909
+321
+5% +$174K 0.12% 193
2026
Q1 		$3.98M Buy
6,588
+1,117
+20% +$688K 0.15% 154
2025
Q4 		$2.65M Buy
5,471
+292
+6% +$140K 0.1% 215
2025
Q3 		$2.59M Buy
5,179
+405
+8% +$184K 0.1% 217
2025
Q2 		$2.21M Buy
4,774
+72
+2% +$33.7K 0.09% 238
2025
Q1 		$2.1M Buy
+4,702
New +$2.16M 0.1% 223
2023
Q2 		– Sell
-2,940
Closed -$1.39M – 711
2023
Q1 		$1.39M Buy
+2,940
New +$1.38M 0.11% 231
2021
Q2 		– Sell
-9,362
Closed -$3.63M – 1765
2021
Q1 		$3.63M Buy
9,362
+2,166
+30% +$743K 0.13% 155
2020
Q4 		$2.55M Buy
7,196
+71
+1% +$26.1K 0.11% 170
2020
Q3 		$2.73M Buy
7,125
+112
+2% +$42.7K 0.14% 133
2020
Q2 		$2.56M Sell
7,013
-1,461
-17% -$552K 0.14% 141
2020
Q1 		$2.87M Buy
8,474
+242
+3% +$95.2K 0.21% 111
2019
Q4 		$3.21M Buy
8,232
+892
+12% +$342K 0.24% 86
2019
Q3 		$2.86M Buy
+7,340
New +$2.76M 0.24% 91
2019
Q1 		$684K Sell
2,278
-215
-9% -$63.1K 0.08% 263
2018
Q4 		$653K Buy
2,493
+288
+13% +$87.4K 0.09% 226
2018
Q3 		$763K Buy
2,205
+1
+0% +$323 0.11% 143
2018
Q2 		$691K Buy
2,204
+875
+66% +$282K 0.15% 135
2018
Q1 		$406K Buy
1,329
+134
+11% +$45.6K 0.1% 176
2017
Q4 		$398K Buy
1,195
+414
+53% +$131K 0.1% 180
2017
Q3 		$240K Buy
781
+104
+15% +$31K 0.06% 219
2017
Q2 		$203K Sell
677
-97
-13% -$26.6K 0.06% 238
2017
Q1 		$217K Buy
774
+82
+12% +$21.5K 0.06% 229
2016
Q4 		$182K Buy
+692
New +$173K 0.06% 199

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

Sowell Financial Services's LMT Position: Q2 2026 in Review

Sowell Financial Services increased its Lockheed Martin (LMT) stake by 4.9% in Q2 2026, buying an estimated $174K and bringing the position to 6,909 shares worth $3.52M. The position accounts for 0.12% of the portfolio, ranked #193.

Sowell Financial Services first reported a position in LMT in Q4 2016 and has held it in 24 quarters since. The position peaked at $3.98M in Q1 2026. 978 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Sowell Financial Services held 6,909 shares of Lockheed Martin worth $3.52M as of Q2 2026.
  • Sowell Financial Services bought 321 Lockheed Martin shares in Q2 2026, an estimated $174K.
  • Lockheed Martin made up 0.12% of Sowell Financial Services's portfolio in Q2 2026, its #193 holding.
  • Sowell Financial Services first reported a position in Lockheed Martin in Q4 2016 and has held it in 24 quarters since.
  • Sowell Financial Services's Lockheed Martin position peaked at $3.98M in Q1 2026.
  • 978 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.