Taylor Financial Group’s Lockheed Martin LMT Stock Holding History

Taylor Financial Group’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	$1.67M	Hold	3,279	–	–	0.92%	25
2026 Q1	$1.98M	Hold	3,279	–	–	1.2%	19
2025 Q4	$1.59M	Sell	3,279 -20	-0.6%	-$9.57K	0.93%	26
2025 Q3	$1.65M	Hold	3,299	–	–	0.95%	24
2025 Q2	$1.53M	Hold	3,299	–	–	0.95%	26
2025 Q1	$1.47M	Hold	3,299	–	–	1.03%	25
2024 Q4	$1.6M	Hold	3,299	–	–	1.11%	22
2024 Q3	$1.93M	Hold	3,299	–	–	1.33%	20
2024 Q2	$1.54M	Sell	3,299 -1	-0%	-$462	1.18%	23
2024 Q1	$1.5M	Sell	3,300 -120	-4%	-$52.6K	1.14%	23
2023 Q4	$1.55M	Buy	+3,420	New	+$1.52M	1.28%	21

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

Taylor Financial Group's LMT Position: Q2 2026 in Review

Taylor Financial Group held its Lockheed Martin (LMT) position steady in Q2 2026 at 3,279 shares worth $1.67M. The position accounts for 0.92% of the portfolio, ranked #25.

Taylor Financial Group first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.98M in Q1 2026. 991 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Taylor Financial Group held 3,279 shares of Lockheed Martin worth $1.67M as of Q2 2026.
Taylor Financial Group left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 0.92% of Taylor Financial Group's portfolio in Q2 2026, its #25 holding.
Taylor Financial Group first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
Taylor Financial Group's Lockheed Martin position peaked at $1.98M in Q1 2026.
991 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.