AWM
LMT icon

Avior Wealth Management’s Lockheed Martin LMT Stock Holding History

Avior Wealth Management’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 		$1.04M Sell
2,033
-67
-3% -$36.2K 0.03% 354
2026
Q1 		$1.27M Buy
2,100
+1,051
+100% +$647K 0.04% 307
2025
Q4 		$507K Sell
1,049
-4
-0.4% -$1.91K 0.02% 452
2025
Q3 		$526K Sell
1,053
-182
-15% -$82.6K 0.02% 428
2025
Q2 		$572K Sell
1,235
-6
-0.5% -$2.81K 0.02% 401
2025
Q1 		$554K Sell
1,241
-20
-2% -$9.21K 0.02% 377
2024
Q4 		$613K Buy
1,261
+61
+5% +$33.3K 0.02% 394
2024
Q3 		$702K Buy
1,200
+15
+1% +$8.05K 0.03% 369
2024
Q2 		$554K Sell
1,185
-447
-27% -$207K 0.02% 409
2024
Q1 		$743K Buy
1,632
+383
+31% +$168K 0.03% 352
2023
Q4 		$566K Sell
1,249
-149
-11% -$66K 0.03% 315
2023
Q3 		$572K Sell
1,398
-66
-5% -$29.3K 0.04% 294
2023
Q2 		$674K Buy
1,464
+65
+5% +$30.2K 0.04% 275
2023
Q1 		$662K Buy
1,399
+395
+39% +$185K 0.05% 271
2022
Q4 		$489K Buy
1,004
+156
+18% +$72.5K 0.04% 310
2022
Q3 		$327K Buy
848
+102
+14% +$42.6K 0.03% 372
2022
Q2 		$321K Buy
746
+5
+0.7% +$2.19K 0.03% 344
2022
Q1 		$327K Buy
741
+3
+0.4% +$1.22K 0.03% 368
2021
Q4 		$262K Buy
738
+210
+40% +$72.6K 0.02% 400
2021
Q3 		$182K Buy
528
+74
+16% +$26.8K 0.02% 428
2021
Q2 		$171K Buy
454
+159
+54% +$61.1K 0.02% 413
2021
Q1 		$109K Buy
295
+162
+122% +$55.6K 0.01% 459
2020
Q4 		$47K Buy
133
+85
+177% +$31.2K 0.01% 499
2020
Q3 		$18K Hold
48
– – ﹤0.01% 608
2020
Q2 		$17K Buy
+48
New +$18.1K ﹤0.01% 595
2020
Q1 		– Sell
-25
Closed -$9K – 847
2019
Q4 		$9K Buy
25
+20
+400% +$7.67K ﹤0.01% 610
2019
Q3 		$1K Sell
5
-21
-81% -$7.9K ﹤0.01% 732
2019
Q2 		$9K Sell
26
-126
-83% -$42.1K ﹤0.01% 611
2019
Q1 		$45K Hold
152
– – 0.01% 438
2018
Q4 		$39K Buy
152
+17
+13% +$5.16K 0.01% 481
2018
Q3 		$47K Hold
135
– – 0.01% 487
2018
Q2 		$40K Sell
135
-20
-13% -$6.45K 0.01% 495
2018
Q1 		$52K Hold
155
– – 0.01% 486
2017
Q4 		$50K Buy
155
+5
+3% +$1.58K 0.01% 487
2017
Q3 		$47K Buy
150
+5
+3% +$1.49K 0.02% 223
2017
Q2 		$40K Buy
145
+15
+12% +$4.12K 0.02% 210
2017
Q1 		$35K Hold
130
– – 0.01% 257
2016
Q4 		$32K Hold
130
– – 0.01% 247
2016
Q3 		$31K Hold
130
– – 0.01% 258
2016
Q2 		$32K Sell
130
-94
-42% -$22.2K 0.01% 239
2016
Q1 		$50K Buy
224
+24
+12% +$5.16K 0.02% 212
2015
Q4 		$43K Buy
200
+70
+54% +$15.2K 0.02% 189
2015
Q3 		$27K Hold
130
– – 0.02% 209
2015
Q2 		$24K Buy
+130
New +$25K 0.02% 190

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

Avior Wealth Management's LMT Position: Q2 2026 in Review

Avior Wealth Management reduced its Lockheed Martin (LMT) stake by 3.2% in Q2 2026, selling an estimated $36.2K and leaving 2,033 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #354.

Avior Wealth Management first reported a position in LMT in Q2 2015 and has held it in 44 quarters since. The position peaked at $1.27M in Q1 2026. 1,006 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Avior Wealth Management held 2,033 shares of Lockheed Martin worth $1.04M as of Q2 2026.
  • Avior Wealth Management sold 67 Lockheed Martin shares in Q2 2026, an estimated $36.2K.
  • Lockheed Martin made up 0.03% of Avior Wealth Management's portfolio in Q2 2026, its #354 holding.
  • Avior Wealth Management first reported a position in Lockheed Martin in Q2 2015 and has held it in 44 quarters since.
  • Avior Wealth Management's Lockheed Martin position peaked at $1.27M in Q1 2026.
  • 1,006 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.