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Wealthcare Advisory Partners’s Lockheed Martin LMT Stock Holding History

Wealthcare Advisory Partners’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 		$5.63M Sell
11,043
-1,250
-10% -$676K 0.11% 162
2026
Q1 		$7.43M Buy
12,293
+27
+0.2% +$16.6K 0.14% 134
2025
Q4 		$5.93M Buy
12,266
+796
+7% +$381K 0.12% 155
2025
Q3 		$5.73M Buy
11,470
+579
+5% +$263K 0.12% 149
2025
Q2 		$5.04M Buy
10,891
+58
+0.5% +$27.1K 0.12% 153
2025
Q1 		$4.84M Buy
10,833
+314
+3% +$145K 0.13% 143
2024
Q4 		$5.11M Buy
10,519
+139
+1% +$75.8K 0.14% 135
2024
Q3 		$6.07M Sell
10,380
-34
-0.3% -$18.3K 0.17% 110
2024
Q2 		$4.86M Buy
10,414
+733
+8% +$339K 0.15% 115
2024
Q1 		$4.4M Buy
9,681
+1,291
+15% +$566K 0.14% 120
2023
Q4 		$3.8M Sell
8,390
-52
-0.6% -$23K 0.15% 113
2023
Q3 		$3.45M Sell
8,442
-33
-0.4% -$14.6K 0.16% 108
2023
Q2 		$3.9M Sell
8,475
-667
-7% -$310K 0.17% 102
2023
Q1 		$4.32M Buy
9,142
+934
+11% +$438K 0.19% 96
2022
Q4 		$3.99M Buy
8,208
+404
+5% +$188K 0.19% 92
2022
Q3 		$3.02M Buy
7,804
+1,789
+30% +$747K 0.17% 106
2022
Q2 		$2.59M Buy
6,015
+375
+7% +$165K 0.16% 100
2022
Q1 		$2.49M Sell
5,640
-510
-8% -$207K 0.15% 83
2021
Q4 		$2.19M Buy
6,150
+832
+16% +$288K 0.13% 100
2021
Q3 		$1.83M Buy
5,318
+55
+1% +$19.9K 0.12% 114
2021
Q2 		$1.99M Buy
5,263
+290
+6% +$112K 0.13% 106
2021
Q1 		$1.84M Buy
4,973
+976
+24% +$335K 0.13% 97
2020
Q4 		$1.42M Buy
3,997
+685
+21% +$252K 0.13% 101
2020
Q3 		$1.27M Buy
3,312
+215
+7% +$82K 0.14% 90
2020
Q2 		$1.13M Buy
3,097
+92
+3% +$34.8K 0.14% 90
2020
Q1 		$1.02M Buy
3,005
+119
+4% +$46.8K 0.15% 87
2019
Q4 		$1.12M Buy
2,886
+64
+2% +$24.6K 0.14% 92
2019
Q3 		$1.1M Buy
2,822
+47
+2% +$17.7K 0.16% 78
2019
Q2 		$1.01M Buy
2,775
+45
+2% +$15.1K 0.16% 78
2019
Q1 		$819K Sell
2,730
-102
-4% -$29.9K 0.14% 92
2018
Q4 		$742K Buy
2,832
+38
+1% +$11.5K 0.14% 91
2018
Q3 		$967K Buy
2,794
+38
+1% +$12.3K 0.18% 77
2018
Q2 		$814K Buy
2,756
+48
+2% +$15.5K 0.16% 82
2018
Q1 		$915K Sell
2,708
-183
-6% -$62.3K 0.21% 68
2017
Q4 		$928K Buy
2,891
+332
+13% +$105K 0.24% 58
2017
Q3 		$794K Buy
+2,559
New +$764K 0.24% 54

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealthcare Advisory Partners's LMT Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Lockheed Martin (LMT) stake by 10% in Q2 2026, selling an estimated $676K and leaving 11,043 shares worth $5.63M. The position accounts for 0.11% of the portfolio, ranked #162.

Wealthcare Advisory Partners first reported a position in LMT in Q3 2017 and has held it in 36 quarters since. The position peaked at $7.43M in Q1 2026. 729 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Wealthcare Advisory Partners held 11,043 shares of Lockheed Martin worth $5.63M as of Q2 2026.
  • Wealthcare Advisory Partners sold 1,250 Lockheed Martin shares in Q2 2026, an estimated $676K.
  • Lockheed Martin made up 0.11% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #162 holding.
  • Wealthcare Advisory Partners first reported a position in Lockheed Martin in Q3 2017 and has held it in 36 quarters since.
  • Wealthcare Advisory Partners's Lockheed Martin position peaked at $7.43M in Q1 2026.
  • 729 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.