Stonehearth Capital Management’s Lockheed Martin LMT Stock Holding History

Stonehearth Capital 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	$243K	Hold	478	–	–	0.08%	74
2026 Q1	$289K	Sell	478 -22	-4%	-$13.6K	0.11%	70
2025 Q4	$242K	Buy	500 +22	+5%	+$10.5K	0.09%	88
2025 Q3	$238K	Hold	478	–	–	0.09%	86
2025 Q2	$221K	Hold	478	–	–	0.09%	86
2025 Q1	$213K	Hold	478	–	–	0.09%	80
2024 Q4	$232K	Hold	478	–	–	0.09%	73
2024 Q3	$279K	Hold	478	–	–	0.11%	62
2024 Q2	$223K	Hold	478	–	–	0.1%	71
2024 Q1	$217K	Hold	478	–	–	0.1%	72
2023 Q4	$216K	Buy	+478	New	+$212K	0.11%	71
2023 Q3	–	Sell	-478	Closed	-$220K	–	72
2023 Q2	$220K	Hold	478	–	–	0.12%	68
2023 Q1	$226K	Hold	478	–	–	0.12%	65
2022 Q4	$232K	Buy	+478	New	+$222K	0.13%	58
2022 Q3	–	Sell	-478	Closed	-$201K	–	69
2022 Q2	$201K	Buy	478 +1	+0.2%	+$439	0.11%	70
2022 Q1	$211K	Buy	+477	New	+$193K	0.11%	68
2018 Q3	–	Sell	-685	Closed	-$202K	–	39
2018 Q2	$202K	Hold	685	–	–	0.16%	38
2018 Q1	$231K	Hold	685	–	–	0.18%	34
2017 Q4	$220K	Buy	+685	New	+$216K	0.17%	36

Other funds holding LMT

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 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

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Stonehearth Capital Management's LMT Position: Q2 2026 in Review

Stonehearth Capital Management held its Lockheed Martin (LMT) position steady in Q2 2026 at 478 shares worth $243K. The position accounts for 0.08% of the portfolio, ranked #74.

Stonehearth Capital Management first reported a position in LMT in Q4 2017 and has held it in 19 quarters since. The position peaked at $289K in Q1 2026. 738 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Stonehearth Capital Management held 478 shares of Lockheed Martin worth $243K as of Q2 2026.
Stonehearth Capital Management left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 0.08% of Stonehearth Capital Management's portfolio in Q2 2026, its #74 holding.
Stonehearth Capital Management first reported a position in Lockheed Martin in Q4 2017 and has held it in 19 quarters since.
Stonehearth Capital Management's Lockheed Martin position peaked at $289K in Q1 2026.
738 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.