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A.D. Beadell Investment Counsel’s Lockheed Martin LMT Stock Holding History

A.D. Beadell Investment Counsel’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 		$2.28M Sell
4,470
-70
-2% -$37.8K 1.46% 27
2026
Q1 		$2.74M Hold
4,540
– – 1.75% 20
2025
Q4 		$2.19K Buy
4,540
+62
+1% +$29.7K 1.43% 25
2025
Q3 		$2.23M Buy
4,478
+1,319
+42% +$598K 1.52% 25
2025
Q2 		$1.46M Buy
+3,159
New +$1.48M 1.12% 34

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

A.D. Beadell Investment Counsel's LMT Position: Q2 2026 in Review

A.D. Beadell Investment Counsel reduced its Lockheed Martin (LMT) stake by 1.5% in Q2 2026, selling an estimated $37.8K and leaving 4,470 shares worth $2.28M. The position accounts for 1.46% of the portfolio, ranked #27.

A.D. Beadell Investment Counsel first reported a position in LMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.74M in Q1 2026. 991 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • A.D. Beadell Investment Counsel held 4,470 shares of Lockheed Martin worth $2.28M as of Q2 2026.
  • A.D. Beadell Investment Counsel sold 70 Lockheed Martin shares in Q2 2026, an estimated $37.8K.
  • Lockheed Martin made up 1.46% of A.D. Beadell Investment Counsel's portfolio in Q2 2026, its #27 holding.
  • A.D. Beadell Investment Counsel first reported a position in Lockheed Martin in Q2 2025 and has held it in 5 quarters since.
  • A.D. Beadell Investment Counsel's Lockheed Martin position peaked at $2.74M in Q1 2026.
  • 991 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on A.D. Beadell Investment Counsel's 13F filing for Q2 2026, filed 15 Jul 2026.