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Unique Wealth Strategies’s Lockheed Martin LMT Stock Holding History

Unique Wealth Strategies’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
-944
Closed -$571K – 249
2026
Q1 		$571K Buy
+944
New +$582K 0.23% 125
2024
Q4 		– Sell
-2,165
Closed -$1.27M – 221
2024
Q3 		$1.27M Buy
2,165
+692
+47% +$372K 0.53% 47
2024
Q2 		$670K Hold
1,473
– – 0.31% 92
2024
Q1 		$670K Buy
1,473
+158
+12% +$69.2K 0.33% 92
2023
Q4 		$596K Buy
+1,315
New +$583K 0.4% 105

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

Unique Wealth Strategies's LMT Position: Q2 2026 in Review

Unique Wealth Strategies sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 944 shares — an estimated $571K sold.

Unique Wealth Strategies first reported a position in LMT in Q4 2023 and held it in 5 quarters. The position peaked at $1.27M in Q3 2024. 514 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Unique Wealth Strategies reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Unique Wealth Strategies sold 944 Lockheed Martin shares in Q2 2026, an estimated $571K.
  • Unique Wealth Strategies first reported a position in Lockheed Martin in Q4 2023 and held it in 5 quarters.
  • Unique Wealth Strategies's Lockheed Martin position peaked at $1.27M in Q3 2024.
  • 514 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.