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Spire Wealth Management’s Lockheed Martin LMT Stock Holding History

Spire Wealth Management’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 		$3.63M Sell
7,122
-125
-2% -$67.6K 0.11% 170
2026
Q1 		$4.38M Buy
7,247
+213
+3% +$131K 0.15% 143
2025
Q4 		$3.4M Buy
7,034
+1,876
+36% +$898K 0.11% 164
2025
Q3 		$2.57M Sell
5,158
-72
-1% -$32.7K 0.09% 190
2025
Q2 		$2.42M Sell
5,230
-6,116
-54% -$2.86M 0.09% 194
2025
Q1 		$5.07M Sell
11,346
-104
-0.9% -$47.9K 0.16% 122
2024
Q4 		$5.56M Buy
11,450
+604
+6% +$329K 0.17% 118
2024
Q3 		$6.34M Buy
10,846
+1,949
+22% +$1.05M 0.21% 97
2024
Q2 		$4.16M Sell
8,897
-580
-6% -$268K 0.15% 146
2024
Q1 		$4.31M Sell
9,477
-796
-8% -$349K 0.08% 174
2023
Q4 		$4.7M Sell
10,273
-324
-3% -$144K 0.16% 151
2023
Q3 		$4.33M Sell
10,597
-1,105
-9% -$490K 0.17% 131
2023
Q2 		$5.39M Sell
11,702
-461
-4% -$214K 0.2% 100
2023
Q1 		$5.75M Buy
12,163
+2,776
+30% +$1.3M 0.22% 100
2022
Q4 		$4.57M Sell
9,387
-9,285
-50% -$4.31M 0.26% 93
2022
Q3 		$7.21M Sell
18,672
-11,461
-38% -$4.79M 0.44% 51
2022
Q2 		$13M Sell
30,133
-7,486
-20% -$3.29M 0.53% 39
2022
Q1 		$16.6M Buy
37,619
+23,255
+162% +$9.43M 0.45% 50
2021
Q4 		$5.1M Sell
14,364
-2,135
-13% -$738K 0.11% 173
2021
Q3 		$5.69M Sell
16,499
-827
-5% -$299K 0.15% 154
2021
Q2 		$6.56M Sell
17,326
-676
-4% -$260K 0.18% 138
2021
Q1 		$6.38M Buy
+18,002
New +$6.18M 0.17% 138

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Spire Wealth Management's LMT Position: Q2 2026 in Review

Spire Wealth Management reduced its Lockheed Martin (LMT) stake by 1.7% in Q2 2026, selling an estimated $67.6K and leaving 7,122 shares worth $3.63M. The position accounts for 0.11% of the portfolio, ranked #170.

Spire Wealth Management first reported a position in LMT in Q1 2021 and has held it in 22 quarters since. The position peaked at $16.6M in Q1 2022. 732 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Spire Wealth Management held 7,122 shares of Lockheed Martin worth $3.63M as of Q2 2026.
  • Spire Wealth Management sold 125 Lockheed Martin shares in Q2 2026, an estimated $67.6K.
  • Lockheed Martin made up 0.11% of Spire Wealth Management's portfolio in Q2 2026, its #170 holding.
  • Spire Wealth Management first reported a position in Lockheed Martin in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Lockheed Martin position peaked at $16.6M in Q1 2022.
  • 732 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.