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Vision Financial Markets’s Lockheed Martin LMT Stock Holding History

Vision Financial Markets’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 		$759K Buy
1,472
+1
+0.1% +$541 0.66% 27
2026
Q1 		$889K Sell
1,471
-50
-3% -$30.8K 0.87% 24
2025
Q4 		$736K Sell
1,521
-50
-3% -$23.9K 0.75% 25
2025
Q3 		$784K Sell
1,571
-30
-2% -$13.6K 0.67% 33
2025
Q2 		$741K Buy
1,601
+1
+0.1% +$468 0.7% 30
2025
Q1 		$715K Hold
1,600
– – 0.78% 26
2024
Q4 		$777K Buy
+1,600
New +$872K 0.83% 24

Other funds holding LMT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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

Vision Financial Markets's LMT Position: Q2 2026 in Review

Vision Financial Markets increased its Lockheed Martin (LMT) stake by 0.07% in Q2 2026, buying an estimated $541 and bringing the position to 1,472 shares worth $759K. The position accounts for 0.66% of the portfolio, ranked #27.

Vision Financial Markets first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $889K in Q1 2026. 1,072 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Vision Financial Markets held 1,472 shares of Lockheed Martin worth $759K as of Q2 2026.
  • Vision Financial Markets bought 1 Lockheed Martin share in Q2 2026, an estimated $541.
  • Lockheed Martin made up 0.66% of Vision Financial Markets's portfolio in Q2 2026, its #27 holding.
  • Vision Financial Markets first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • Vision Financial Markets's Lockheed Martin position peaked at $889K in Q1 2026.
  • 1,072 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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