Toth Financial Advisory’s Lockheed Martin LMT Stock Holding History

Toth Financial Advisory’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	$700K	Buy	1,374 +6	+0.4%	+$3.24K	0.07%	160
2026 Q1	$827K	Buy	1,368 +9	+0.7%	+$5.54K	0.09%	142
2025 Q4	$658K	Sell	1,359 -7	-0.5%	-$3.35K	0.07%	154
2025 Q3	$682K	Sell	1,366 -6	-0.4%	-$2.72K	0.07%	156
2025 Q2	$635K	Buy	1,372 +27	+2%	+$12.6K	0.07%	145
2025 Q1	$601K	Buy	1,345 +9	+0.7%	+$4.14K	0.07%	147
2024 Q4	$649K	Buy	1,336 +3	+0.2%	+$1.64K	0.08%	147
2024 Q3	$779K	Sell	1,333 -6	-0.4%	-$3.22K	0.09%	139
2024 Q2	$625K	Buy	1,339 +15	+1%	+$6.93K	0.08%	146
2024 Q1	$602K	Buy	1,324 +7	+0.5%	+$3.07K	0.08%	156
2023 Q4	$597K	Hold	1,317	–	–	0.08%	155
2023 Q3	$538K	Buy	1,317 +503	+62%	+$223K	0.08%	148
2023 Q2	$375K	Buy	814 +563	+224%	+$261K	0.05%	157
2023 Q1	$119K	Buy	251 +6	+2%	+$2.81K	0.02%	211
2022 Q4	$119K	Sell	245 -20	-8%	-$9.29K	0.02%	217
2022 Q3	$102K	Sell	265 -38	-13%	-$15.9K	0.02%	212
2022 Q2	$130K	Sell	303 -1	-0.3%	-$439	0.02%	197
2022 Q1	$134K	Buy	304 +2	+0.7%	+$811	0.02%	212
2021 Q4	$107K	Sell	302 -26	-8%	-$8.99K	0.01%	234
2021 Q3	$113K	Sell	328 -4	-1%	-$1.45K	0.02%	232
2021 Q2	$126K	Buy	332 +10	+3%	+$3.85K	0.02%	205
2021 Q1	$119K	Buy	322 +50	+18%	+$17.2K	0.02%	222
2020 Q4	$97K	Sell	272 -36	-12%	-$13.2K	0.02%	220
2020 Q3	$118K	Buy	308 +26	+9%	+$9.92K	0.02%	204
2020 Q2	$103K	Buy	282 +48	+21%	+$18.1K	0.02%	192
2020 Q1	$79K	Sell	234 -14	-6%	-$5.51K	0.02%	151
2019 Q4	$96K	Sell	248 -39	-14%	-$15K	0.02%	179
2019 Q3	$112K	Sell	287 -34	-11%	-$12.8K	0.02%	185
2019 Q2	$117K	Buy	321 +1	+0.3%	+$335	0.03%	178
2019 Q1	$96K	Hold	320	–	–	0.02%	173
2018 Q4	$84K	Buy	320 +2	+0.6%	+$607	0.02%	154
2018 Q3	$110K	Sell	318 -10	-3%	-$3.23K	0.02%	170
2018 Q2	$97K	Sell	328 -9	-3%	-$2.9K	0.02%	173
2018 Q1	$114K	Buy	337 +1	+0.3%	+$340	0.03%	162
2017 Q4	$108K	Buy	+336	New	+$106K	0.03%	165

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

Toth Financial Advisory's LMT Position: Q2 2026 in Review

Toth Financial Advisory increased its Lockheed Martin (LMT) stake by 0.44% in Q2 2026, buying an estimated $3.24K and bringing the position to 1,374 shares worth $700K. The position accounts for 0.07% of the portfolio, ranked #160.

Toth Financial Advisory first reported a position in LMT in Q4 2017 and has held it in 35 quarters since. The position peaked at $827K in Q1 2026. 1,054 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Toth Financial Advisory held 1,374 shares of Lockheed Martin worth $700K as of Q2 2026.
Toth Financial Advisory bought 6 Lockheed Martin shares in Q2 2026, an estimated $3.24K.
Lockheed Martin made up 0.07% of Toth Financial Advisory's portfolio in Q2 2026, its #160 holding.
Toth Financial Advisory first reported a position in Lockheed Martin in Q4 2017 and has held it in 35 quarters since.
Toth Financial Advisory's Lockheed Martin position peaked at $827K in Q1 2026.
1,054 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.