Wealth Enhancement Advisory Services
LMT icon

Wealth Enhancement Advisory Services’s Lockheed Martin LMT Stock Holding History

Wealth Enhancement Advisory Services’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 		$141M Buy
297,372
+60,662
+26% +$32.8M 0.24% 71
2026
Q1 		$132M Buy
236,710
+55,399
+31% +$34.1M 0.27% 65
2025
Q4 		$95M Sell
181,311
-125,584
-41% -$60.1M 0.13% 141
2025
Q3 		$157M Buy
306,895
+104,564
+52% +$47.4M 0.24% 79
2025
Q2 		$93.6M Sell
202,331
-26,152
-11% -$12.2M 0.15% 127
2025
Q1 		$102M Buy
228,483
+30,890
+16% +$14.2M 0.2% 98
2024
Q4 		$96M Buy
197,593
+35,416
+22% +$19.3M 0.18% 114
2024
Q3 		$94.8M Buy
162,177
+23,522
+17% +$12.6M 0.2% 103
2024
Q2 		$64.8M Buy
138,655
+6,044
+5% +$2.79M 0.15% 139
2024
Q1 		$60.3M Buy
132,611
+11,970
+10% +$5.25M 0.16% 139
2023
Q4 		$54.7M Buy
120,641
+23,498
+24% +$10.4M 0.16% 139
2023
Q3 		$39.7M Buy
97,143
+79,098
+438% +$35.1M 0.13% 159
2023
Q2 		$8.31M Buy
18,045
+247
+1% +$115K 0.09% 100
2023
Q1 		$8.41M Buy
17,798
+4,439
+33% +$2.08M 0.1% 100
2022
Q4 		$6.15M Buy
+13,359
New +$6.21M 0.08% 110
2021
Q3 		– Sell
-3,416
Closed -$1.29M – 317
2021
Q2 		$1.29M Sell
3,416
-1,204
-26% -$463K 0.02% 171
2021
Q1 		$1.75M Buy
4,620
+98
+2% +$33.6K 0.03% 146
2020
Q4 		$1.57M Sell
4,522
-9,487
-68% -$3.49M 0.04% 130
2020
Q3 		$5.45M Buy
14,009
+9,692
+225% +$3.7M 0.14% 58
2020
Q2 		$1.7M Sell
4,317
-1,621
-27% -$612K 0.05% 130
2020
Q1 		$2.28M Buy
5,938
+720
+14% +$283K 0.08% 101
2019
Q4 		$2.03M Sell
5,218
-4,253
-45% -$1.63M 0.07% 107
2019
Q3 		$3.61M Buy
+9,471
New +$3.56M 0.15% 68
2018
Q3 		– Sell
-7,736
Closed -$2.37M – 187
2018
Q2 		$2.37M Buy
7,736
+4,359
+129% +$1.41M 0.15% 60
2018
Q1 		$1.16M Sell
3,377
-5,356
-61% -$1.82M 0.08% 94
2017
Q4 		$2.94M Buy
+8,733
New +$2.75M 0.21% 52
2017
Q3 		– Sell
-5,104
Closed -$1.46M – 168
2017
Q2 		$1.46M Buy
5,104
+2,029
+66% +$557K 0.14% 75
2017
Q1 		$823K Buy
+3,075
New +$805K 0.09% 106
2016
Q4 		– Sell
-3,852
Closed -$911K – 162
2016
Q3 		$911K Buy
+3,852
New +$964K 0.14% 92

Other funds holding LMT

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Wealth Enhancement Advisory Services's LMT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Lockheed Martin (LMT) stake by 26% in Q2 2026, buying an estimated $32.8M and bringing the position to 297,372 shares worth $141M. The position accounts for 0.24% of the portfolio, ranked #71.

Wealth Enhancement Advisory Services first reported a position in LMT in Q3 2016 and has held it in 29 quarters since. The position peaked at $157M in Q3 2025. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 297,372 shares of Lockheed Martin worth $141M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 60,662 Lockheed Martin shares in Q2 2026, an estimated $32.8M.
  • Lockheed Martin made up 0.24% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #71 holding.
  • Wealth Enhancement Advisory Services first reported a position in Lockheed Martin in Q3 2016 and has held it in 29 quarters since.
  • Wealth Enhancement Advisory Services's Lockheed Martin position peaked at $157M in Q3 2025.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.