WMA
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Wealth Management Associates’s Lockheed Martin LMT Stock Holding History

Wealth Management Associates’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 		$330K Hold
648
– – 0.09% 188
2026
Q1 		$392K Sell
648
-5
-0.8% -$3.08K 0.14% 135
2025
Q4 		$316K Hold
653
– – 0.11% 172
2025
Q3 		$326K Sell
653
-10
-2% -$4.54K 0.12% 159
2025
Q2 		$307K Buy
663
+33
+5% +$15.4K 0.12% 156
2025
Q1 		$281K Sell
630
-466
-43% -$215K 0.12% 166
2024
Q4 		$533K Sell
1,096
-156
-12% -$85K 0.23% 84
2024
Q3 		$732K Sell
1,252
-10
-0.8% -$5.37K 0.32% 65
2024
Q2 		$589K Hold
1,262
– – 0.28% 72
2024
Q1 		$589K Sell
1,262
-230
-15% -$101K 0.28% 72
2023
Q4 		$676K Sell
1,492
-291
-16% -$129K 0.36% 65
2023
Q3 		$729K Buy
1,783
+7
+0.4% +$3.1K 0.43% 60
2023
Q2 		$818K Sell
1,776
-14
-0.8% -$6.5K 0.46% 49
2023
Q1 		$846K Buy
1,790
+37
+2% +$17.4K 0.52% 46
2022
Q4 		$853K Buy
1,753
+373
+27% +$173K 0.57% 43
2022
Q3 		$533K Sell
1,380
-10
-0.7% -$4.18K 0.38% 68
2022
Q2 		$598K Buy
1,390
+51
+4% +$22.4K 0.41% 57
2022
Q1 		$591K Buy
1,339
+95
+8% +$38.5K 0.34% 73
2021
Q4 		$442K Buy
1,244
+310
+33% +$107K 0.24% 111
2021
Q3 		$322K Buy
934
+92
+11% +$33.3K 0.19% 131
2021
Q2 		$319K Buy
842
+162
+24% +$62.3K 0.18% 136
2021
Q1 		$251K Buy
680
+62
+10% +$21.3K 0.16% 148
2020
Q4 		$219K Buy
618
+24
+4% +$8.82K 0.14% 165
2020
Q3 		$228K Buy
594
+6
+1% +$2.29K 0.18% 139
2020
Q2 		$215K Buy
+588
New +$222K 0.18% 131
2020
Q1 		– Sell
-553
Closed -$215K – 138
2019
Q4 		$215K Hold
553
– – 0.15% 141
2019
Q3 		$216K Buy
+553
New +$208K 0.17% 134

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Management Associates's LMT Position: Q2 2026 in Review

Wealth Management Associates held its Lockheed Martin (LMT) position steady in Q2 2026 at 648 shares worth $330K. The position accounts for 0.09% of the portfolio, ranked #188.

Wealth Management Associates first reported a position in LMT in Q3 2019 and has held it in 27 quarters since. The position peaked at $853K in Q4 2022. 649 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Wealth Management Associates held 648 shares of Lockheed Martin worth $330K as of Q2 2026.
  • Wealth Management Associates left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.09% of Wealth Management Associates's portfolio in Q2 2026, its #188 holding.
  • Wealth Management Associates first reported a position in Lockheed Martin in Q3 2019 and has held it in 27 quarters since.
  • Wealth Management Associates's Lockheed Martin position peaked at $853K in Q4 2022.
  • 649 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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