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Avantra Family Wealth’s Lockheed Martin LMT Stock Holding History

Avantra Family Wealth’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 		$478K Sell
938
-5
-0.5% -$2.7K 0.3% 101
2026
Q1 		$570K Sell
943
-5
-0.5% -$3.08K 0.42% 77
2025
Q4 		$459K Buy
948
+16
+2% +$7.66K 0.33% 88
2025
Q3 		$465K Buy
+932
New +$423K 0.35% 87

Other funds holding LMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Avantra Family Wealth's LMT Position: Q2 2026 in Review

Avantra Family Wealth reduced its Lockheed Martin (LMT) stake by 0.53% in Q2 2026, selling an estimated $2.7K and leaving 938 shares worth $478K. The position accounts for 0.3% of the portfolio, ranked #101.

Avantra Family Wealth first reported a position in LMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $570K in Q1 2026. 1,322 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Avantra Family Wealth held 938 shares of Lockheed Martin worth $478K as of Q2 2026.
  • Avantra Family Wealth sold 5 Lockheed Martin shares in Q2 2026, an estimated $2.7K.
  • Lockheed Martin made up 0.3% of Avantra Family Wealth's portfolio in Q2 2026, its #101 holding.
  • Avantra Family Wealth first reported a position in Lockheed Martin in Q3 2025 and has held it in 4 quarters since.
  • Avantra Family Wealth's Lockheed Martin position peaked at $570K in Q1 2026.
  • 1,322 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.