SWMG LLC’s Lockheed Martin LMT Stock Holding History

SWMG LLC’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	$431K	Hold	836	–	–	0.1%	71
2026 Q1	$505K	Sell	836 -391	-32%	-$241K	0.14%	67
2025 Q4	$765K	Sell	1,227 -914	-43%	-$437K	0.21%	49
2025 Q3	$1.04M	Sell	2,141 -1,953	-48%	-$886K	0.32%	41
2025 Q2	$1.72M	Sell	4,094 -1	-0%	-$468	0.58%	25
2025 Q1	$1.96M	Sell	4,095 -147	-3%	-$67.7K	0.78%	28
2024 Q4	$2.12M	Sell	4,242 -1,400	-25%	-$763K	0.84%	23
2024 Q3	$3.15M	Buy	5,642 +1,543	+38%	+$828K	1.3%	18
2024 Q2	$1.91M	Sell	4,099 -780	-16%	-$360K	0.85%	22
2024 Q1	$2.22M	Buy	4,879 +2,953	+153%	+$1.29M	1%	22
2023 Q4	$873K	Buy	1,926 +1	+0.1%	+$443	0.42%	45
2023 Q3	$787K	Buy	1,925 +479	+33%	+$213K	0.41%	46
2023 Q2	$666K	Buy	1,446 +771	+114%	+$358K	0.35%	39
2023 Q1	$319K	Buy	+675	New	+$317K	0.18%	68
2022 Q1	$236K	Buy	+535	New	+$217K	0.13%	61

Other funds holding LMT

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

SWMG LLC's LMT Position: Q2 2026 in Review

SWMG LLC held its Lockheed Martin (LMT) position steady in Q2 2026 at 836 shares worth $431K. The position accounts for 0.1% of the portfolio, ranked #71.

SWMG LLC first reported a position in LMT in Q1 2022 and has held it in 15 quarters since. The position peaked at $3.15M in Q3 2024. 1,014 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

SWMG LLC held 836 shares of Lockheed Martin worth $431K as of Q2 2026.
SWMG LLC left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 0.1% of SWMG LLC's portfolio in Q2 2026, its #71 holding.
SWMG LLC first reported a position in Lockheed Martin in Q1 2022 and has held it in 15 quarters since.
SWMG LLC's Lockheed Martin position peaked at $3.15M in Q3 2024.
1,014 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.