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SteelPeak Wealth’s Lockheed Martin LMT Stock Holding History

SteelPeak Wealth’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 		$1.18M Buy
2,324
+273
+13% +$148K 0.03% 292
2026
Q1 		$1.24M Buy
2,051
+1,152
+128% +$710K 0.04% 259
2025
Q4 		$435K Sell
899
-1,081
-55% -$517K 0.01% 377
2025
Q3 		$988K Sell
1,980
-1,732
-47% -$786K 0.03% 289
2025
Q2 		$1.72M Sell
3,712
-4,489
-55% -$2.1M 0.07% 206
2025
Q1 		$3.66M Sell
8,201
-225
-3% -$104K 0.15% 121
2024
Q4 		$4.09M Buy
8,426
+30
+0.4% +$16.4K 0.17% 107
2024
Q3 		$4.91M Buy
8,396
+869
+12% +$467K 0.21% 92
2024
Q2 		$3.52M Buy
7,527
+1,782
+31% +$824K 0.16% 102
2024
Q1 		$2.61M Buy
5,745
+1,328
+30% +$582K 0.13% 130
2023
Q4 		$2M Sell
4,417
-543
-11% -$241K 0.12% 137
2023
Q3 		$2.03M Buy
4,960
+972
+24% +$431K 0.13% 127
2023
Q2 		$1.84M Buy
3,988
+1,366
+52% +$634K 0.11% 129
2023
Q1 		$1.24M Buy
2,622
+455
+21% +$213K 0.08% 156
2022
Q4 		$1.05M Buy
2,167
+1,131
+109% +$526K 0.08% 169
2022
Q3 		$400K Sell
1,036
-931
-47% -$389K 0.03% 284
2022
Q2 		$846K Buy
1,967
+264
+16% +$116K 0.06% 186
2022
Q1 		$752K Sell
1,703
-1,121
-40% -$454K 0.04% 221
2021
Q4 		$1M Sell
2,824
-2,326
-45% -$804K 0.06% 176
2021
Q3 		$1.78M Buy
5,150
+18
+0.4% +$6.51K 0.12% 115
2021
Q2 		$1.94M Buy
5,132
+4,079
+387% +$1.57M 0.14% 113
2021
Q1 		$389K Sell
1,053
-653
-38% -$224K 0.03% 260
2020
Q4 		$605K Sell
1,706
-2,636
-61% -$969K 0.06% 193
2020
Q3 		$1.66M Buy
4,342
+1,114
+35% +$425K 0.18% 97
2020
Q2 		$1.18M Buy
3,228
+751
+30% +$284K 0.15% 104
2020
Q1 		$840K Buy
2,477
+94
+4% +$37K 0.13% 113
2019
Q4 		$928K Buy
+2,383
New +$914K 0.13% 135

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

SteelPeak Wealth's LMT Position: Q2 2026 in Review

SteelPeak Wealth increased its Lockheed Martin (LMT) stake by 13% in Q2 2026, buying an estimated $148K and bringing the position to 2,324 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #292.

SteelPeak Wealth first reported a position in LMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.91M in Q3 2024. 1,007 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • SteelPeak Wealth held 2,324 shares of Lockheed Martin worth $1.18M as of Q2 2026.
  • SteelPeak Wealth bought 273 Lockheed Martin shares in Q2 2026, an estimated $148K.
  • Lockheed Martin made up 0.03% of SteelPeak Wealth's portfolio in Q2 2026, its #292 holding.
  • SteelPeak Wealth first reported a position in Lockheed Martin in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's Lockheed Martin position peaked at $4.91M in Q3 2024.
  • 1,007 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.