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Wealthquest’s Lockheed Martin LMT Stock Holding History

Wealthquest’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 		$249K Buy
489
+79
+19% +$42.7K 0.02% 152
2026
Q1 		$248K Sell
410
-22
-5% -$13.6K 0.02% 134
2025
Q4 		$209K Buy
+432
New +$207K 0.02% 143

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

Wealthquest's LMT Position: Q2 2026 in Review

Wealthquest increased its Lockheed Martin (LMT) stake by 19% in Q2 2026, buying an estimated $42.7K and bringing the position to 489 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #152.

Wealthquest first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. 991 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Wealthquest held 489 shares of Lockheed Martin worth $249K as of Q2 2026.
  • Wealthquest bought 79 Lockheed Martin shares in Q2 2026, an estimated $42.7K.
  • Lockheed Martin made up 0.02% of Wealthquest's portfolio in Q2 2026, its #152 holding.
  • Wealthquest first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • 991 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.