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Vest Financial’s Lockheed Martin LMT Stock Holding History

Vest Financial’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 		$3.72M Buy
7,295
+107
+1% +$57.8K 0.04% 291
2026
Q1 		$4.34M Buy
7,188
+1,238
+21% +$763K 0.05% 257
2025
Q4 		$2.88M Sell
5,950
-135
-2% -$64.6K 0.04% 288
2025
Q3 		$3.04M Buy
6,085
+1,229
+25% +$558K 0.04% 262
2025
Q2 		$2.25M Buy
4,856
+1,248
+35% +$584K 0.03% 257
2025
Q1 		$1.61M Buy
3,608
+1,462
+68% +$673K 0.03% 268
2024
Q4 		$1.04M Buy
2,146
+190
+10% +$104K 0.02% 229
2024
Q3 		$1.14M Buy
1,956
+1,162
+146% +$624K 0.02% 215
2024
Q2 		$371K Buy
794
+65
+9% +$30K 0.01% 228
2024
Q1 		$331K Buy
+729
New +$319K 0.01% 232

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

Vest Financial's LMT Position: Q2 2026 in Review

Vest Financial increased its Lockheed Martin (LMT) stake by 1.5% in Q2 2026, buying an estimated $57.8K and bringing the position to 7,295 shares worth $3.72M. The position accounts for 0.04% of the portfolio, ranked #291.

Vest Financial first reported a position in LMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.34M in Q1 2026. 935 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Vest Financial held 7,295 shares of Lockheed Martin worth $3.72M as of Q2 2026.
  • Vest Financial bought 107 Lockheed Martin shares in Q2 2026, an estimated $57.8K.
  • Lockheed Martin made up 0.04% of Vest Financial's portfolio in Q2 2026, its #291 holding.
  • Vest Financial first reported a position in Lockheed Martin in Q1 2024 and has held it in 10 quarters since.
  • Vest Financial's Lockheed Martin position peaked at $4.34M in Q1 2026.
  • 935 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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