AWA
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Amplius Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Amplius Wealth Advisors’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 		$203K Sell
398
-2
-0.5% -$1.08K 0.01% 207
2026
Q1 		$242K Sell
400
-74
-16% -$45.6K 0.02% 158
2025
Q4 		$229K Buy
474
+27
+6% +$12.9K 0.02% 165
2025
Q3 		$223K Sell
447
-153
-26% -$69.4K 0.02% 163
2025
Q2 		$278K Sell
600
-11
-2% -$5.15K 0.03% 159
2025
Q1 		$273K Sell
611
-207
-25% -$95.3K 0.03% 145
2024
Q4 		$397K Buy
818
+13
+2% +$7.09K 0.04% 121
2024
Q3 		$471K Sell
805
-3
-0.4% -$1.61K 0.05% 102
2024
Q2 		$377K Buy
808
+23
+3% +$10.6K 0.04% 112
2024
Q1 		$357K Buy
785
+52
+7% +$22.8K 0.04% 114
2023
Q4 		$332K Sell
733
-27
-4% -$12K 0.04% 119
2023
Q3 		$311K Sell
760
-7
-0.9% -$3.1K 0.04% 117
2023
Q2 		$353K Sell
767
-48
-6% -$22.3K 0.05% 117
2023
Q1 		$385K Buy
815
+21
+3% +$9.85K 0.06% 113
2022
Q4 		$386K Buy
794
+48
+6% +$22.3K 0.06% 106
2022
Q3 		$288K Buy
746
+10
+1% +$4.18K 0.05% 120
2022
Q2 		$316K Buy
736
+13
+2% +$5.71K 0.05% 128
2022
Q1 		$319K Sell
723
-932
-56% -$378K 0.05% 128
2021
Q4 		$588K Buy
+1,655
New +$572K 0.08% 97

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

Amplius Wealth Advisors's LMT Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its Lockheed Martin (LMT) stake by 0.5% in Q2 2026, selling an estimated $1.08K and leaving 398 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #207.

Amplius Wealth Advisors first reported a position in LMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $588K in Q4 2021. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Amplius Wealth Advisors held 398 shares of Lockheed Martin worth $203K as of Q2 2026.
  • Amplius Wealth Advisors sold 2 Lockheed Martin shares in Q2 2026, an estimated $1.08K.
  • Lockheed Martin made up 0.01% of Amplius Wealth Advisors's portfolio in Q2 2026, its #207 holding.
  • Amplius Wealth Advisors first reported a position in Lockheed Martin in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's Lockheed Martin position peaked at $588K in Q4 2021.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.