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Yardley Wealth Management’s Lockheed Martin LMT Stock Holding History

Yardley Wealth 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 		$1.13M Buy
2,217
+14
+0.6% +$7.57K 0.51% 20
2026
Q1 		$1.33M Buy
2,203
+13
+0.6% +$8.01K 0.68% 18
2025
Q4 		$1.06M Buy
2,190
+15
+0.7% +$7.18K 0.56% 19
2025
Q3 		$1.09M Buy
2,175
+15
+0.7% +$6.81K 0.61% 19
2025
Q2 		$1M Buy
2,160
+15
+0.7% +$7.02K 0.55% 19
2025
Q1 		$958K Buy
2,145
+16
+0.8% +$7.37K 0.56% 19
2024
Q4 		$1.03M Buy
2,129
+14
+0.7% +$7.63K 0.5% 28
2024
Q3 		$1.24M Buy
+2,115
New +$1.14M 0.73% 19

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

Yardley Wealth Management's LMT Position: Q2 2026 in Review

Yardley Wealth Management increased its Lockheed Martin (LMT) stake by 0.64% in Q2 2026, buying an estimated $7.57K and bringing the position to 2,217 shares worth $1.13M. The position accounts for 0.51% of the portfolio, ranked #20.

Yardley Wealth Management first reported a position in LMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.33M in Q1 2026. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Yardley Wealth Management held 2,217 shares of Lockheed Martin worth $1.13M as of Q2 2026.
  • Yardley Wealth Management bought 14 Lockheed Martin shares in Q2 2026, an estimated $7.57K.
  • Lockheed Martin made up 0.51% of Yardley Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Yardley Wealth Management first reported a position in Lockheed Martin in Q3 2024 and has held it in 8 quarters since.
  • Yardley Wealth Management's Lockheed Martin position peaked at $1.33M in Q1 2026.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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