RAFFA WEALTH MANAGEMENT, LLC’s Lockheed Martin LMT Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$17.3K	Sell	34 -8	-19%	-$4.33K	﹤0.01%	316
2026 Q1	$25.4K	Buy	42 +12	+40%	+$7.39K	﹤0.01%	237
2025 Q4	$14.5K	Buy	30 +24	+400%	+$11.5K	﹤0.01%	310
2025 Q3	$3K	Buy	6 +4	+200%	+$1.81K	﹤0.01%	606
2025 Q2	$926	Hold	2	–	–	﹤0.01%	890
2025 Q1	$893	Sell	2 -4	-67%	-$1.84K	﹤0.01%	855
2024 Q4	$2.92K	Hold	6	–	–	﹤0.01%	573
2024 Q3	$3.51K	Hold	6	–	–	﹤0.01%	499
2024 Q2	$2.8K	Hold	6	–	–	﹤0.01%	640
2024 Q1	$2.73K	Hold	6	–	–	﹤0.01%	631
2023 Q4	$2.72K	Hold	6	–	–	﹤0.01%	527
2023 Q3	$2.45K	Hold	6	–	–	﹤0.01%	524
2023 Q2	$2.76K	Hold	6	–	–	﹤0.01%	516
2023 Q1	$2.84K	Hold	6	–	–	﹤0.01%	513
2022 Q4	$2.92K	Hold	6	–	–	﹤0.01%	492
2022 Q3	$2.32K	Hold	6	–	–	﹤0.01%	553
2022 Q2	$2.58K	Hold	6	–	–	﹤0.01%	542
2022 Q1	$2.65K	Sell	6 -18	-75%	-$7.3K	﹤0.01%	570
2021 Q4	$8.53K	Sell	24 -102	-81%	-$35.3K	﹤0.01%	328
2021 Q3	$43.5K	Hold	126	–	–	0.02%	142
2021 Q2	$47.7K	Buy	126 +100	+385%	+$38.4K	0.02%	142
2021 Q1	$9.61K	Buy	26 +6	+30%	+$2.06K	﹤0.01%	284
2020 Q4	$7.1K	Buy	20 +5	+33%	+$1.84K	﹤0.01%	296
2020 Q3	$5.75K	Buy	+15	New	+$5.72K	﹤0.01%	303
2017 Q1	–	Sell	-5	Closed	-$1.25K	–	639
2016 Q4	$1.25K	Buy	+5	New	+$1.25K	﹤0.01%	371
2016 Q3	–	Sell	-5	Closed	-$1.24K	–	880
2016 Q2	$1.24K	Hold	5	–	–	﹤0.01%	342
2016 Q1	$1.11K	Hold	5	–	–	﹤0.01%	372
2015 Q4	$1.09K	Hold	5	–	–	﹤0.01%	370
2015 Q3	$1.04K	Hold	5	–	–	﹤0.01%	373
2015 Q2	$930	Hold	5	–	–	﹤0.01%	413
2015 Q1	$1.01K	Hold	5	–	–	﹤0.01%	387
2014 Q4	$963	Hold	5	–	–	﹤0.01%	366
2014 Q3	$914	Buy	+5	New	+$851	﹤0.01%	362
2014 Q1	–	Sell	-5	Closed	-$963	–	516
2013 Q4	$963	Buy	+5	New	+$679	﹤0.01%	366

Other funds holding LMT

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's LMT Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Lockheed Martin (LMT) stake by 19% in Q2 2026, selling an estimated $4.33K and leaving 34 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in LMT in Q4 2013 and has held it in 34 quarters since. The position peaked at $47.7K in Q2 2021. 991 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 34 shares of Lockheed Martin worth $17.3K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 8 Lockheed Martin shares in Q2 2026, an estimated $4.33K.
Lockheed Martin made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #316 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Lockheed Martin in Q4 2013 and has held it in 34 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Lockheed Martin position peaked at $47.7K in Q2 2021.
991 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.