WFC
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Western Financial Corp’s Lockheed Martin LMT Stock Holding History

Western Financial Corp’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 		$4.07M Buy
7,984
+2,015
+34% +$1.09M 1.19% 19
2026
Q1 		$3.61M Buy
+5,969
New +$3.68M 1.41% 17

Other funds holding LMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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

Western Financial Corp's LMT Position: Q2 2026 in Review

Western Financial Corp increased its Lockheed Martin (LMT) stake by 34% in Q2 2026, buying an estimated $1.09M and bringing the position to 7,984 shares worth $4.07M. The position accounts for 1.19% of the portfolio, ranked #19.

Western Financial Corp first reported a position in LMT in Q1 2026 and has held it in 2 quarters since. 1,322 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Western Financial Corp held 7,984 shares of Lockheed Martin worth $4.07M as of Q2 2026.
  • Western Financial Corp bought 2,015 Lockheed Martin shares in Q2 2026, an estimated $1.09M.
  • Lockheed Martin made up 1.19% of Western Financial Corp's portfolio in Q2 2026, its #19 holding.
  • Western Financial Corp first reported a position in Lockheed Martin in Q1 2026 and has held it in 2 quarters since.
  • 1,322 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.