AI
LMT icon

Accredited Investors’s Lockheed Martin LMT Stock Holding History

Accredited Investors’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 		$228K Sell
447
-5
-1% -$2.7K 0.01% 278
2026
Q1 		$273K Sell
452
-25
-5% -$15.4K 0.01% 233
2025
Q4 		$231K Buy
+477
New +$228K 0.01% 255
2024
Q4 		– Sell
-395
Closed -$231K – 235
2024
Q3 		$231K Sell
395
-66
-14% -$35.4K 0.01% 207
2024
Q2 		$215K Hold
461
– – 0.01% 204
2024
Q1 		$210K Sell
461
-10
-2% -$4.38K 0.01% 200
2023
Q4 		$214K Sell
471
-20
-4% -$8.86K 0.02% 184
2023
Q3 		$201K Sell
491
-50
-9% -$22.2K 0.02% 184
2023
Q2 		$249K Sell
541
-53
-9% -$24.6K 0.02% 163
2023
Q1 		$281K Hold
594
– – 0.02% 154
2022
Q4 		$289K Sell
594
-253
-30% -$118K 0.02% 145
2022
Q3 		$327K Sell
847
-1
-0.1% -$418 0.04% 125
2022
Q2 		$365K Sell
848
-8
-0.9% -$3.51K 0.04% 121
2022
Q1 		$378K Buy
856
+43
+5% +$17.4K 0.03% 133
2021
Q4 		$289K Sell
813
-39
-5% -$13.5K 0.03% 149
2021
Q3 		$294K Buy
852
+13
+2% +$4.71K 0.03% 135
2021
Q2 		$317K Buy
839
+26
+3% +$10K 0.03% 128
2021
Q1 		$300K Sell
813
-35
-4% -$12K 0.04% 127
2020
Q4 		$301K Hold
848
– – 0.05% 121
2020
Q3 		$325K Sell
848
-81
-9% -$30.9K 0.07% 103
2020
Q2 		$339K Sell
929
-98
-10% -$37K 0.07% 101
2020
Q1 		$348K Buy
1,027
+92
+10% +$36.2K 0.08% 98
2019
Q4 		$364K Sell
935
-35
-4% -$13.4K 0.06% 101
2019
Q3 		$378K Buy
970
+133
+16% +$50K 0.07% 93
2019
Q2 		$304K Sell
837
-50
-6% -$16.7K 0.06% 110
2019
Q1 		$266K Buy
+887
New +$260K 0.05% 112
2018
Q4 		– Sell
-616
Closed -$213K – 133
2018
Q3 		$213K Buy
+616
New +$199K 0.05% 118

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

Accredited Investors's LMT Position: Q2 2026 in Review

Accredited Investors reduced its Lockheed Martin (LMT) stake by 1.1% in Q2 2026, selling an estimated $2.7K and leaving 447 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #278.

Accredited Investors first reported a position in LMT in Q3 2018 and has held it in 27 quarters since. The position peaked at $378K in Q1 2022. 1,020 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Accredited Investors held 447 shares of Lockheed Martin worth $228K as of Q2 2026.
  • Accredited Investors sold 5 Lockheed Martin shares in Q2 2026, an estimated $2.7K.
  • Lockheed Martin made up 0.01% of Accredited Investors's portfolio in Q2 2026, its #278 holding.
  • Accredited Investors first reported a position in Lockheed Martin in Q3 2018 and has held it in 27 quarters since.
  • Accredited Investors's Lockheed Martin position peaked at $378K in Q1 2022.
  • 1,020 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.