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Team Financial Group’s Lockheed Martin LMT Stock Holding History

Team 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 		– Sell
-5
Closed -$3.25K – 169
2026
Q1 		$3.25K Hold
5
– – ﹤0.01% 240
2025
Q4 		$2.59K Hold
5
– – ﹤0.01% 236
2025
Q3 		$2.65K Hold
5
– – ﹤0.01% 231
2025
Q2 		$2.44K Buy
+5
New +$2.34K ﹤0.01% 228
2024
Q1 		– Sell
-5
Closed -$2.28K – 135
2023
Q4 		$2.28K Hold
5
– – ﹤0.01% 180
2023
Q3 		$2.06K Buy
+5
New +$2.22K ﹤0.01% 179

Other funds holding LMT

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

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

Team Financial Group sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 5 shares — an estimated $3.25K sold.

Team Financial Group first reported a position in LMT in Q3 2023 and held it in 6 quarters. The position peaked at $3.25K in Q1 2026. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Team Financial Group reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 5 Lockheed Martin shares in Q2 2026, an estimated $3.25K.
  • Team Financial Group first reported a position in Lockheed Martin in Q3 2023 and held it in 6 quarters.
  • Team Financial Group's Lockheed Martin position peaked at $3.25K in Q1 2026.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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