WG
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Wealth Group’s Lockheed Martin LMT Stock Holding History

Wealth Group’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 		$3.81M Buy
7,478
+5,164
+223% +$2.79M 0.95% 28
2026
Q1 		$1.4M Sell
2,314
-25
-1% -$15.4K 1.31% 22
2025
Q4 		$1.13M Buy
+2,339
New +$1.12M 1.1% 25
2025
Q2 		$1.11M Sell
2,395
-567
-19% -$265K 1.1% 25
2025
Q1 		$1.32M Buy
2,962
+374
+14% +$172K 0.86% 27
2024
Q4 		$1.26M Sell
2,588
-26
-1% -$14.2K 0.81% 28
2024
Q3 		$1.53M Buy
2,614
+13
+0.5% +$6.98K 1.03% 23
2024
Q2 		$1.22M Sell
2,601
-89
-3% -$41.1K 0.87% 26
2024
Q1 		$1.22M Buy
+2,690
New +$1.18M 0.92% 27

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 Group's LMT Position: Q2 2026 in Review

Wealth Group increased its Lockheed Martin (LMT) stake by 223% in Q2 2026, buying an estimated $2.79M and bringing the position to 7,478 shares worth $3.81M. The position accounts for 0.95% of the portfolio, ranked #28.

Wealth Group first reported a position in LMT in Q1 2024 and has held it in 9 quarters since. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Wealth Group held 7,478 shares of Lockheed Martin worth $3.81M as of Q2 2026.
  • Wealth Group bought 5,164 Lockheed Martin shares in Q2 2026, an estimated $2.79M.
  • Lockheed Martin made up 0.95% of Wealth Group's portfolio in Q2 2026, its #28 holding.
  • Wealth Group first reported a position in Lockheed Martin in Q1 2024 and has held it in 9 quarters since.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.