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True Wealth Design’s Lockheed Martin LMT Stock Holding History

True Wealth Design’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 		$387K Buy
759
+43
+6% +$23.2K 0.09% 55
2026
Q1 		$433K Buy
716
+40
+6% +$24.6K 0.12% 39
2025
Q4 		$327K Buy
676
+26
+4% +$12.4K 0.1% 40
2025
Q3 		$325K Buy
650
+123
+23% +$55.8K 0.1% 39
2025
Q2 		$244K Buy
527
+1
+0.2% +$468 0.09% 39
2025
Q1 		$235K Buy
526
+11
+2% +$5.06K 0.09% 34
2024
Q4 		$250K Sell
515
-5
-1% -$2.73K 0.1% 26
2024
Q3 		$304K Sell
520
-1,788
-77% -$960K 0.12% 23
2024
Q2 		$1.08M Sell
2,308
-13
-0.6% -$6.01K 0.27% 30
2024
Q1 		$1.06M Buy
2,321
+71
+3% +$31.1K 0.26% 30
2023
Q4 		$1.02M Buy
2,250
+1,750
+350% +$775K 0.29% 28
2023
Q3 		$204K Hold
500
– – 0.07% 114
2023
Q2 		$230K Hold
500
– – 0.08% 111
2023
Q1 		$236K Sell
500
-1,651
-77% -$774K 0.1% 115
2022
Q4 		$1.05M Buy
+2,151
New +$1,000K 0.48% 26

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

True Wealth Design's LMT Position: Q2 2026 in Review

True Wealth Design increased its Lockheed Martin (LMT) stake by 6% in Q2 2026, buying an estimated $23.2K and bringing the position to 759 shares worth $387K. The position accounts for 0.09% of the portfolio, ranked #55.

True Wealth Design first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.08M in Q2 2024. 520 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • True Wealth Design held 759 shares of Lockheed Martin worth $387K as of Q2 2026.
  • True Wealth Design bought 43 Lockheed Martin shares in Q2 2026, an estimated $23.2K.
  • Lockheed Martin made up 0.09% of True Wealth Design's portfolio in Q2 2026, its #55 holding.
  • True Wealth Design first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Lockheed Martin position peaked at $1.08M in Q2 2024.
  • 520 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.