WIA
LMT icon

Wealthedge Investment Advisors’s Lockheed Martin LMT Stock Holding History

Wealthedge Investment Advisors’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 		$1.15M Buy
+2,259
New +$1.22M 0.39% 61
2025
Q1 		– Sell
-545
Closed -$265K – 198
2024
Q4 		$265K Buy
+545
New +$297K 0.12% 130

Other funds holding LMT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Wealthedge Investment Advisors's LMT Position: Q2 2026 in Review

Wealthedge Investment Advisors opened a new position in Lockheed Martin (LMT) in Q2 2026: 2,259 shares worth $1.15M. The stake represents 0.39% of the portfolio and ranks #61 among its holdings. This is a return to the name: Wealthedge Investment Advisors previously reported a position in LMT as recently as Q4 2024.

Wealthedge Investment Advisors first reported a position in LMT in Q4 2024 and has held it in 2 quarters since. 1,183 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Wealthedge Investment Advisors held 2,259 shares of Lockheed Martin worth $1.15M as of Q2 2026.
  • Lockheed Martin was a new Wealthedge Investment Advisors position in Q2 2026.
  • Lockheed Martin made up 0.39% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #61 holding.
  • Wealthedge Investment Advisors first reported a position in Lockheed Martin in Q4 2024 and has held it in 2 quarters since.
  • 1,183 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.