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Wealth Architects’s Lockheed Martin LMT Stock Holding History

Wealth Architects’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 		$242K Buy
475
+54
+13% +$29.2K 0.02% 227
2026
Q1 		$254K Sell
421
-1
-0.2% -$616 0.02% 197
2025
Q4 		$204K Sell
422
-11
-3% -$5.26K 0.02% 230
2025
Q3 		$216K Sell
433
-37
-8% -$16.8K 0.02% 217
2025
Q2 		$218K Sell
470
-17
-3% -$7.96K 0.02% 209
2025
Q1 		$218K Buy
487
+9
+2% +$4.14K 0.02% 215
2024
Q4 		$232K Sell
478
-7
-1% -$3.82K 0.03% 191
2024
Q3 		$284K Hold
485
– – 0.03% 172
2024
Q2 		$227K Sell
485
-4
-0.8% -$1.85K 0.03% 187
2024
Q1 		$222K Buy
489
+6
+1% +$2.63K 0.03% 190
2023
Q4 		$219K Buy
+483
New +$214K 0.03% 182
2023
Q3 		– Sell
-475
Closed -$219K – 193
2023
Q2 		$219K Hold
475
– – 0.04% 172
2023
Q1 		$225K Sell
475
-3
-0.6% -$1.41K 0.04% 164
2022
Q4 		$233K Buy
+478
New +$222K 0.04% 153
2022
Q3 		– Sell
-548
Closed -$236K – 182
2022
Q2 		$236K Sell
548
-13
-2% -$5.71K 0.05% 155
2022
Q1 		$248K Sell
561
-9
-2% -$3.65K 0.04% 169
2021
Q4 		$203K Buy
+570
New +$197K 0.04% 190
2021
Q3 		– Sell
-605
Closed -$229K – 192
2021
Q2 		$229K Buy
+605
New +$233K 0.04% 160

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

Wealth Architects's LMT Position: Q2 2026 in Review

Wealth Architects increased its Lockheed Martin (LMT) stake by 13% in Q2 2026, buying an estimated $29.2K and bringing the position to 475 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #227.

Wealth Architects first reported a position in LMT in Q2 2021 and has held it in 18 quarters since. The position peaked at $284K in Q3 2024. 1,006 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Wealth Architects held 475 shares of Lockheed Martin worth $242K as of Q2 2026.
  • Wealth Architects bought 54 Lockheed Martin shares in Q2 2026, an estimated $29.2K.
  • Lockheed Martin made up 0.02% of Wealth Architects's portfolio in Q2 2026, its #227 holding.
  • Wealth Architects first reported a position in Lockheed Martin in Q2 2021 and has held it in 18 quarters since.
  • Wealth Architects's Lockheed Martin position peaked at $284K in Q3 2024.
  • 1,006 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.