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SS&H Financial Advisors’s Lockheed Martin LMT Stock Holding History

SS&H 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 		$509K Buy
+1,000
New +$541K 0.13% 97
2025
Q4 		$484K Hold
1,000
– – 0.14% 95
2025
Q3 		$499K Buy
+1,000
New +$454K 0.15% 94

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

SS&H Financial Advisors's LMT Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Lockheed Martin (LMT) in Q2 2026: 1,000 shares worth $509K. The stake represents 0.13% of the portfolio and ranks #97 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in LMT as recently as Q4 2025.

SS&H Financial Advisors first reported a position in LMT in Q3 2025 and has held it in 3 quarters since. 2,785 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • SS&H Financial Advisors held 1,000 shares of Lockheed Martin worth $509K as of Q2 2026.
  • Lockheed Martin was a new SS&H Financial Advisors position in Q2 2026.
  • Lockheed Martin made up 0.13% of SS&H Financial Advisors's portfolio in Q2 2026, its #97 holding.
  • SS&H Financial Advisors first reported a position in Lockheed Martin in Q3 2025 and has held it in 3 quarters since.
  • 2,785 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.