Zinnia Wealth Advisory’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
Other funds holding LMT
Zinnia Wealth Advisory's LMT Position: Q2 2026 in Review
Zinnia Wealth Advisory increased its Lockheed Martin (LMT) stake by 43% in Q2 2026, buying an estimated $84.3K and bringing the position to 520 shares worth $265K. The position accounts for 0.27% of the portfolio, ranked #75.
Zinnia Wealth Advisory first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. 2,769 funds tracked by Wall St. Rank hold LMT as of Q2 2026.
- Zinnia Wealth Advisory held 520 shares of Lockheed Martin worth $265K as of Q2 2026.
- Zinnia Wealth Advisory bought 156 Lockheed Martin shares in Q2 2026, an estimated $84.3K.
- Lockheed Martin made up 0.27% of Zinnia Wealth Advisory's portfolio in Q2 2026, its #75 holding.
- Zinnia Wealth Advisory first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
- 2,769 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.
Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.