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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
2025
Q3 		– Hold
0
– -$46.3K – 627
2025
Q2 		– Hold
0
– – – 548
2025
Q1 		– Hold
0
– – – 550
2024
Q4 		– Hold
0
– – – 231

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

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. 1,015 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.
  • 1,015 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.