AWE
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Avidian Wealth Enterprises’s Lockheed Martin LMT Stock Holding History

Avidian Wealth Enterprises’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 		$3.42M Sell
6,716
-92
-1% -$49.7K 0.09% 141
2026
Q1 		$4.11M Buy
6,808
+4,738
+229% +$2.92M 0.13% 114
2025
Q4 		$1M Sell
2,070
-81
-4% -$38.8K 0.04% 223
2025
Q3 		$1.07M Sell
2,151
-32
-1% -$14.5K 0.04% 210
2025
Q2 		$1.01M Buy
2,183
+10
+0.5% +$4.68K 0.04% 201
2025
Q1 		$970K Sell
2,173
-19
-0.9% -$8.75K 0.04% 201
2024
Q4 		$1.07M Buy
2,192
+41
+2% +$22.4K 0.05% 178
2024
Q3 		$1.26M Sell
2,151
-81
-4% -$43.5K 0.06% 155
2024
Q2 		$1.04M Buy
2,232
+48
+2% +$22.2K 0.04% 181
2024
Q1 		$993K Buy
2,184
+49
+2% +$21.5K 0.05% 162
2023
Q4 		$968K Sell
2,135
-192
-8% -$85.1K 0.06% 171
2023
Q3 		$952K Sell
2,327
-120
-5% -$53.2K 0.07% 168
2023
Q2 		$1.13M Sell
2,447
-3,845
-61% -$1.78M 0.07% 163
2023
Q1 		$2.97M Buy
6,292
+136
+2% +$63.8K 0.16% 112
2022
Q4 		$2.99M Buy
6,156
+506
+9% +$235K 0.2% 95
2022
Q3 		$2.18M Buy
5,650
+47
+0.8% +$19.6K 0.16% 91
2022
Q2 		$2.41M Buy
5,603
+268
+5% +$118K 0.17% 95
2022
Q1 		$2.35M Sell
5,335
-468
-8% -$190K 0.14% 108
2021
Q4 		$2.06M Buy
5,803
+720
+14% +$249K 0.13% 113
2021
Q3 		$1.75M Buy
5,083
+37
+0.7% +$13.4K 0.13% 94
2021
Q2 		$1.91M Sell
5,046
-138
-3% -$53.1K 0.15% 94
2021
Q1 		$1.92M Buy
5,184
+41
+0.8% +$14.1K 0.16% 86
2020
Q4 		$1.83M Buy
5,143
+87
+2% +$32K 0.17% 83
2020
Q3 		$1.94M Buy
5,056
+208
+4% +$79.4K 0.22% 71
2020
Q2 		$1.77M Buy
4,848
+165
+4% +$62.3K 0.24% 65
2020
Q1 		$1.59M Buy
4,683
+3,799
+430% +$1.49M 0.25% 49
2019
Q4 		$344K Buy
+884
New +$339K 0.05% 161

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

Avidian Wealth Enterprises's LMT Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Lockheed Martin (LMT) stake by 1.4% in Q2 2026, selling an estimated $49.7K and leaving 6,716 shares worth $3.42M. The position accounts for 0.09% of the portfolio, ranked #141.

Avidian Wealth Enterprises first reported a position in LMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.11M in Q1 2026. 911 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Avidian Wealth Enterprises held 6,716 shares of Lockheed Martin worth $3.42M as of Q2 2026.
  • Avidian Wealth Enterprises sold 92 Lockheed Martin shares in Q2 2026, an estimated $49.7K.
  • Lockheed Martin made up 0.09% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #141 holding.
  • Avidian Wealth Enterprises first reported a position in Lockheed Martin in Q4 2019 and has held it in 27 quarters since.
  • Avidian Wealth Enterprises's Lockheed Martin position peaked at $4.11M in Q1 2026.
  • 911 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.