Strategic Investment Solutions’s Lockheed Martin LMT Stock Holding History

Strategic Investment Solutions’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	$46.9K	Sell	92 -96	-51%	-$51.9K	0.01%	268
2026 Q1	$113K	Buy	188 +77	+69%	+$47.4K	0.03%	186
2025 Q4	$53.8K	Sell	111 -126	-53%	-$60.3K	0.01%	238
2025 Q3	$118K	Sell	237 -1	-0.4%	-$454	0.03%	162
2025 Q2	$110K	Buy	238 +54	+29%	+$25.3K	0.03%	155
2025 Q1	$82.2K	Buy	184 +4	+2%	+$1.84K	0.02%	157
2024 Q4	$81.8K	Sell	180 -3	-2%	-$1.64K	0.03%	154
2024 Q3	$107K	Sell	183 -247	-57%	-$133K	0.03%	137
2024 Q2	$233K	Buy	+430	New	+$199K	0.08%	89
2023 Q4	$81.7K	Sell	180 -186	-51%	-$82.4K	0.01%	361
2023 Q3	$155K	Buy	+366	New	+$162K	﹤0.01%	517
2023 Q2	–	Sell	-177	Closed	-$83.7K	–	933
2023 Q1	$83.7K	Buy	+177	New	+$83K	0.02%	279

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

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

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Strategic Investment Solutions's LMT Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Lockheed Martin (LMT) stake by 51% in Q2 2026, selling an estimated $51.9K and leaving 92 shares worth $46.9K. The position accounts for 0.01% of the portfolio, ranked #268.

Strategic Investment Solutions first reported a position in LMT in Q1 2023 and has held it in 12 quarters since. The position peaked at $233K in Q2 2024. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Strategic Investment Solutions held 92 shares of Lockheed Martin worth $46.9K as of Q2 2026.
Strategic Investment Solutions sold 96 Lockheed Martin shares in Q2 2026, an estimated $51.9K.
Lockheed Martin made up 0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #268 holding.
Strategic Investment Solutions first reported a position in Lockheed Martin in Q1 2023 and has held it in 12 quarters since.
Strategic Investment Solutions's Lockheed Martin position peaked at $233K in Q2 2024.
898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.