WFM
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Wolff Financial Management’s Lockheed Martin LMT Stock Holding History

Wolff Financial Management’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 		$501K Hold
984
– – 0.1% 74
2026
Q1 		$595K Buy
984
+1
+0.1% +$616 0.13% 68
2025
Q4 		$476K Hold
983
– – 0.11% 72
2025
Q3 		$491K Sell
983
-3
-0.3% -$1.36K 0.11% 70
2025
Q2 		$457K Sell
986
-276
-22% -$129K 0.12% 71
2025
Q1 		$564K Hold
1,262
– – 0.16% 62
2024
Q4 		$613K Hold
1,262
– – 0.17% 56
2024
Q3 		$738K Buy
+1,262
New +$678K 0.2% 49
2024
Q2 		– Sell
-1,261
Closed -$574K – 66
2024
Q1 		$574K Hold
1,261
– – 0.17% 60
2023
Q4 		$571K Hold
1,261
– – 0.18% 60
2023
Q3 		$516K Buy
+1,261
New +$559K 0.18% 62
2023
Q2 		– Sell
-1,278
Closed -$604K – 68
2023
Q1 		$604K Sell
1,278
-17
-1% -$7.97K 0.21% 58
2022
Q4 		$630K Buy
1,295
+1
+0.1% +$465 0.23% 58
2022
Q3 		$500K Sell
1,294
-35
-3% -$14.6K 0.23% 62
2022
Q2 		$572K Hold
1,329
– – 0.25% 57
2022
Q1 		$587K Hold
1,329
– – 0.23% 60
2021
Q4 		$472K Buy
+1,329
New +$460K 0.18% 73
2021
Q1 		$496K Buy
1,341
+89
+7% +$30.5K 0.23% 69
2020
Q4 		$444K Buy
1,252
+1
+0.1% +$368 0.23% 63
2020
Q3 		$480K Buy
1,251
+191
+18% +$72.9K 0.28% 57
2020
Q2 		$387K Buy
1,060
+38
+4% +$14.4K 0.25% 61
2020
Q1 		$346K Buy
1,022
+46
+5% +$18.1K 0.26% 61
2019
Q4 		$380K Buy
976
+47
+5% +$18K 0.25% 64
2019
Q3 		$362K Buy
929
+262
+39% +$98.5K 0.26% 62
2019
Q2 		$242K Hold
667
– – 0.19% 70
2019
Q1 		$200K Buy
+667
New +$196K 0.17% 79

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 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

Wolff Financial Management's LMT Position: Q2 2026 in Review

Wolff Financial Management held its Lockheed Martin (LMT) position steady in Q2 2026 at 984 shares worth $501K. The position accounts for 0.1% of the portfolio, ranked #74.

Wolff Financial Management first reported a position in LMT in Q1 2019 and has held it in 26 quarters since. The position peaked at $738K in Q3 2024. 1,052 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Wolff Financial Management held 984 shares of Lockheed Martin worth $501K as of Q2 2026.
  • Wolff Financial Management left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.1% of Wolff Financial Management's portfolio in Q2 2026, its #74 holding.
  • Wolff Financial Management first reported a position in Lockheed Martin in Q1 2019 and has held it in 26 quarters since.
  • Wolff Financial Management's Lockheed Martin position peaked at $738K in Q3 2024.
  • 1,052 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.