Acorn Financial Advisory Services’s Lockheed Martin LMT Stock Holding History

Acorn Financial Advisory Services’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	$2.81M	Sell	5,523 -15	-0.3%	-$8.11K	0.37%	37
2026 Q1	$3.35M	Hold	5,538	–	–	0.46%	31
2025 Q4	$2.68M	Buy	5,538 +4	+0.1%	+$1.91K	0.4%	32
2025 Q3	$2.76M	Sell	5,534 -57	-1%	-$25.9K	0.42%	32
2025 Q2	$2.59M	Buy	5,591 +1	+0%	+$468	0.42%	28
2025 Q1	$2.5M	Sell	5,590 -884	-14%	-$407K	0.45%	27
2024 Q4	$3.15M	Buy	6,474 +19	+0.3%	+$10.4K	0.52%	26
2024 Q3	$3.77M	Buy	6,455 +5	+0.1%	+$2.68K	0.67%	19
2024 Q2	$3.01M	Buy	6,450 +109	+2%	+$50.4K	0.56%	22
2024 Q1	$2.88M	Buy	6,341 +810	+15%	+$355K	0.54%	24
2023 Q4	$2.51M	Buy	5,531 +3	+0.1%	+$1.33K	0.44%	27
2023 Q3	$2.26M	Buy	5,528 +4,759	+619%	+$2.11M	0.4%	32
2023 Q2	$354K	Sell	769 -206	-21%	-$95.6K	0.06%	172
2023 Q1	$461K	Buy	975 +136	+16%	+$63.8K	0.09%	132
2022 Q4	$408K	Hold	839	–	–	0.09%	135
2022 Q3	$324K	Hold	839	–	–	0.08%	163
2022 Q2	$361K	Buy	839 +135	+19%	+$59.3K	0.09%	148
2022 Q1	$311K	Buy	704 +105	+18%	+$42.6K	0.06%	178
2021 Q4	$212K	Hold	599	–	–	0.04%	207
2021 Q3	$206K	Sell	599 -7	-1%	-$2.53K	0.06%	210
2021 Q2	$230K	Buy	606 +14	+2%	+$5.38K	0.07%	218
2021 Q1	$220K	Sell	592 -3	-0.5%	-$1.03K	0.08%	192
2020 Q4	$210K	Hold	595	–	–	0.08%	213
2020 Q3	$229K	Buy	595 +10	+2%	+$3.82K	0.12%	186
2020 Q2	$213K	Buy	+585	New	+$221K	0.15%	178
2020 Q1	–	Sell	-609	Closed	-$238K	–	170
2019 Q4	$238K	Buy	+609	New	+$234K	0.2%	145

Other funds holding LMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Acorn Financial Advisory Services's LMT Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its Lockheed Martin (LMT) stake by 0.27% in Q2 2026, selling an estimated $8.11K and leaving 5,523 shares worth $2.81M. The position accounts for 0.37% of the portfolio, ranked #37.

Acorn Financial Advisory Services first reported a position in LMT in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.77M in Q3 2024. 1,322 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Acorn Financial Advisory Services held 5,523 shares of Lockheed Martin worth $2.81M as of Q2 2026.
Acorn Financial Advisory Services sold 15 Lockheed Martin shares in Q2 2026, an estimated $8.11K.
Lockheed Martin made up 0.37% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #37 holding.
Acorn Financial Advisory Services first reported a position in Lockheed Martin in Q4 2019 and has held it in 26 quarters since.
Acorn Financial Advisory Services's Lockheed Martin position peaked at $3.77M in Q3 2024.
1,322 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.