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Walkner Condon Financial Advisors’s Lockheed Martin LMT Stock Holding History

Walkner Condon Financial Advisors’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 		$294K Buy
578
+86
+17% +$46.5K 0.03% 264
2026
Q1 		$297K Sell
492
-453
-48% -$279K 0.04% 245
2025
Q4 		$457K Buy
+945
New +$452K 0.06% 190
2023
Q3 		– Sell
-515
Closed -$237K – 250
2023
Q2 		$237K Sell
515
-107
-17% -$49.7K 0.06% 213
2023
Q1 		$294K Buy
622
+39
+7% +$18.3K 0.08% 178
2022
Q4 		$284K Buy
+583
New +$271K 0.08% 171

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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 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

Walkner Condon Financial Advisors's LMT Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Lockheed Martin (LMT) stake by 17% in Q2 2026, buying an estimated $46.5K and bringing the position to 578 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #264.

Walkner Condon Financial Advisors first reported a position in LMT in Q4 2022 and has held it in 6 quarters since. The position peaked at $457K in Q4 2025. 1,088 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Walkner Condon Financial Advisors held 578 shares of Lockheed Martin worth $294K as of Q2 2026.
  • Walkner Condon Financial Advisors bought 86 Lockheed Martin shares in Q2 2026, an estimated $46.5K.
  • Lockheed Martin made up 0.03% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #264 holding.
  • Walkner Condon Financial Advisors first reported a position in Lockheed Martin in Q4 2022 and has held it in 6 quarters since.
  • Walkner Condon Financial Advisors's Lockheed Martin position peaked at $457K in Q4 2025.
  • 1,088 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.