WQ
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Wealth Quarterback’s Lockheed Martin LMT Stock Holding History

Wealth Quarterback’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 		$1.69M Buy
3,309
+213
+7% +$115K 0.52% 40
2026
Q1 		$1.87M Sell
3,096
-289
-9% -$178K 0.74% 31
2025
Q4 		$1.64M Buy
3,385
+242
+8% +$116K 0.59% 32
2025
Q3 		$1.57M Buy
3,143
+12
+0.4% +$5.45K 0.61% 35
2025
Q2 		$1.45M Sell
3,131
-528
-14% -$247K 0.69% 33
2025
Q1 		$1.63M Buy
3,659
+1,141
+45% +$525K 0.92% 24
2024
Q4 		$1.22M Buy
2,518
+46
+2% +$25.1K 0.57% 31
2024
Q3 		$1.45M Buy
2,472
+2
+0.1% +$1.07K 0.75% 28
2024
Q2 		$1.15M Buy
2,470
+491
+25% +$227K 0.65% 29
2024
Q1 		$900K Buy
1,979
+61
+3% +$26.7K 0.5% 42
2023
Q4 		$869K Buy
1,918
+8
+0.4% +$3.54K 0.53% 43
2023
Q3 		$781K Buy
1,910
+1,326
+227% +$588K 0.68% 33
2023
Q2 		$269K Buy
584
+48
+9% +$22.3K 0.19% 89
2023
Q1 		$254K Sell
536
-17
-3% -$7.97K 0.22% 92
2022
Q4 		$269K Buy
553
+10
+2% +$4.65K 0.22% 87
2022
Q3 		$210K Sell
543
-8
-1% -$3.34K 0.22% 96
2022
Q2 		$237K Buy
+551
New +$242K 0.18% 97
2021
Q3 		$195K Sell
564
-68
-11% -$24.6K 0.13% 112
2021
Q2 		$240K Buy
+632
New +$243K 0.15% 103
2020
Q4 		$295K Buy
+831
New +$305K 0.25% 86
2020
Q2 		– Sell
-458
Closed -$155K – 471
2020
Q1 		$155K Sell
458
-2,374
-84% -$934K 0.14% 122
2019
Q4 		$185K Buy
+2,832
New +$1.09M 0.16% 113

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 Quarterback's LMT Position: Q2 2026 in Review

Wealth Quarterback increased its Lockheed Martin (LMT) stake by 6.9% in Q2 2026, buying an estimated $115K and bringing the position to 3,309 shares worth $1.69M. The position accounts for 0.52% of the portfolio, ranked #40.

Wealth Quarterback first reported a position in LMT in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.87M in Q1 2026. 934 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Wealth Quarterback held 3,309 shares of Lockheed Martin worth $1.69M as of Q2 2026.
  • Wealth Quarterback bought 213 Lockheed Martin shares in Q2 2026, an estimated $115K.
  • Lockheed Martin made up 0.52% of Wealth Quarterback's portfolio in Q2 2026, its #40 holding.
  • Wealth Quarterback first reported a position in Lockheed Martin in Q4 2019 and has held it in 22 quarters since.
  • Wealth Quarterback's Lockheed Martin position peaked at $1.87M in Q1 2026.
  • 934 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.