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Walled Lake Planning & Wealth Management’s Lockheed Martin LMT Stock Holding History

Walled Lake Planning & Wealth Management’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 		$6.38M Buy
12,514
+185
+2% +$100K 1.61% 18
2026
Q1 		$7.45M Buy
12,329
+64
+0.5% +$39.4K 2.19% 15
2025
Q4 		$5.93M Buy
12,265
+99
+0.8% +$47.4K 1.88% 15
2025
Q3 		$6.07M Sell
12,166
-194
-2% -$88K 1.99% 13
2025
Q2 		$5.72M Sell
12,360
-3,567
-22% -$1.67M 1.87% 15
2025
Q1 		$7.11M Buy
15,927
+78
+0.5% +$35.9K 2.53% 10
2024
Q4 		$7.7M Buy
15,849
+209
+1% +$114K 2.87% 10
2024
Q3 		$9.14M Buy
15,640
+40
+0.3% +$21.5K 3.43% 8
2024
Q2 		$7.29M Sell
15,600
-637
-4% -$294K 2.98% 9
2024
Q1 		$7.39M Sell
16,237
-81
-0.5% -$35.5K 3.03% 11
2023
Q4 		$7.4M Sell
16,318
-13
-0.1% -$5.76K 3.44% 8
2023
Q3 		$6.68M Buy
16,331
+315
+2% +$140K 3.35% 7
2023
Q2 		$7.37M Buy
16,016
+133
+0.8% +$61.7K 3.59% 6
2023
Q1 		$7.51M Buy
15,883
+645
+4% +$302K 3.93% 4
2022
Q4 		$7.41M Sell
15,238
-78
-0.5% -$36.2K 5.05% 4
2022
Q3 		$5.92M Buy
15,316
+500
+3% +$209K 4.13% 3
2022
Q2 		$6.37M Buy
14,816
+271
+2% +$119K 4.39% 2
2022
Q1 		$6.42M Buy
14,545
+217
+2% +$88K 3.82% 5
2021
Q4 		$5.09M Buy
14,328
+306
+2% +$106K 2.95% 11
2021
Q3 		$4.84M Buy
14,022
+461
+3% +$167K 2.98% 8
2021
Q2 		$5.13M Buy
13,561
+143
+1% +$55K 3.34% 8
2021
Q1 		$4.96M Sell
13,418
-113
-0.8% -$38.8K 3.44% 8
2020
Q4 		$4.8M Sell
13,531
-204
-1% -$75K 3.65% 7
2020
Q3 		$5.26M Buy
13,735
+59
+0.4% +$22.5K 4.27% 5
2020
Q2 		$4.99M Sell
13,676
-236
-2% -$89.1K 4.18% 6
2020
Q1 		$4.72M Sell
13,912
-548
-4% -$216K 4.31% 5
2019
Q4 		$5.63M Buy
+14,460
New +$5.55M 4.06% 3

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

Walled Lake Planning & Wealth Management's LMT Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its Lockheed Martin (LMT) stake by 1.5% in Q2 2026, buying an estimated $100K and bringing the position to 12,514 shares worth $6.38M. The position accounts for 1.61% of the portfolio, ranked #18.

Walled Lake Planning & Wealth Management first reported a position in LMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.14M in Q3 2024. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 12,514 shares of Lockheed Martin worth $6.38M as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 185 Lockheed Martin shares in Q2 2026, an estimated $100K.
  • Lockheed Martin made up 1.61% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Lockheed Martin in Q4 2019 and has held it in 27 quarters since.
  • Walled Lake Planning & Wealth Management's Lockheed Martin position peaked at $9.14M in Q3 2024.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.