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Symphony Financial Services’s Lockheed Martin LMT Stock Holding History

Symphony Financial Services’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 		$799K Sell
1,568
-37
-2% -$20K 0.36% 42
2026
Q1 		$970K Sell
1,605
-233
-13% -$144K 0.5% 33
2025
Q4 		$889K Sell
1,838
-235
-11% -$112K 0.46% 36
2025
Q3 		$1.03M Sell
2,073
-9
-0.4% -$4.08K 0.56% 26
2025
Q2 		$964K Hold
2,082
– – 0.58% 26
2025
Q1 		$930K Sell
2,082
-14
-0.7% -$6.44K 0.61% 26
2024
Q4 		$1.02M Hold
2,096
– – 0.82% 23
2024
Q3 		$1.23M Hold
2,096
– – 1.04% 23
2024
Q2 		$968K Buy
+2,096
New +$969K 0.83% 24

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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 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

Symphony Financial Services's LMT Position: Q2 2026 in Review

Symphony Financial Services reduced its Lockheed Martin (LMT) stake by 2.3% in Q2 2026, selling an estimated $20K and leaving 1,568 shares worth $799K. The position accounts for 0.36% of the portfolio, ranked #42.

Symphony Financial Services first reported a position in LMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.23M in Q3 2024. 1,088 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Symphony Financial Services held 1,568 shares of Lockheed Martin worth $799K as of Q2 2026.
  • Symphony Financial Services sold 37 Lockheed Martin shares in Q2 2026, an estimated $20K.
  • Lockheed Martin made up 0.36% of Symphony Financial Services's portfolio in Q2 2026, its #42 holding.
  • Symphony Financial Services first reported a position in Lockheed Martin in Q2 2024 and has held it in 9 quarters since.
  • Symphony Financial Services's Lockheed Martin position peaked at $1.23M in Q3 2024.
  • 1,088 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.