BEI
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Benjamin Edwards Inc’s Lockheed Martin LMT Stock Holding History

Benjamin Edwards Inc’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 		$19.2M Sell
37,723
-855
-2% -$462K 0.18% 154
2026
Q1 		$23.3M Sell
38,578
-759
-2% -$468K 0.23% 123
2025
Q4 		$19M Sell
39,337
-11,303
-22% -$5.41M 0.21% 124
2025
Q3 		$25.3M Buy
50,640
+7,385
+17% +$3.35M 0.29% 91
2025
Q2 		$20M Buy
43,255
+1,893
+5% +$886K 0.26% 102
2025
Q1 		$18.5M Sell
41,362
-5,440
-12% -$2.5M 0.26% 104
2024
Q4 		$22.8M Buy
46,802
+2,546
+6% +$1.39M 0.33% 85
2024
Q3 		$25.9M Buy
44,256
+43,132
+3,837% +$23.2M 0.38% 76
2024
Q2 		$525K Buy
1,124
+357
+47% +$165K 0.1% 207
2024
Q1 		$349K Sell
767
-604
-44% -$265K 0.07% 263
2023
Q4 		$621K Sell
1,371
-44
-3% -$19.5K 0.14% 178
2023
Q3 		$579K Sell
1,415
-313
-18% -$139K 0.14% 168
2023
Q2 		$796K Sell
1,728
-70
-4% -$32.5K 0.18% 140
2023
Q1 		$850K Sell
1,798
-355
-16% -$166K 0.21% 134
2022
Q4 		$1.05M Buy
2,153
+161
+8% +$74.8K 0.28% 103
2022
Q3 		$769K Sell
1,992
-69
-3% -$28.8K 0.23% 129
2022
Q2 		$886K Buy
2,061
+84
+4% +$36.9K 0.26% 110
2022
Q1 		$873K Buy
1,977
+599
+43% +$243K 0.25% 120
2021
Q4 		$490K Buy
1,378
+1,066
+342% +$369K 0.16% 152
2021
Q3 		$108K Buy
312
+199
+176% +$72K 0.07% 226
2021
Q2 		$43K Buy
+113
New +$43.4K 0.03% 282
2021
Q1 		– Sell
-216
Closed -$77K – 389
2020
Q4 		$77K Buy
216
+28
+15% +$10.3K 0.06% 209
2020
Q3 		$72K Buy
188
+118
+169% +$45K 0.06% 191
2020
Q2 		$26K Sell
70
-4
-5% -$1.51K 0.02% 244
2020
Q1 		$25K Buy
74
+35
+90% +$13.8K 0.03% 225
2019
Q4 		$15K Buy
39
+13
+50% +$4.99K 0.03% 195
2019
Q3 		$10K Sell
26
-61
-70% -$22.9K 0.02% 219
2019
Q2 		$32K Sell
87
-200
-70% -$66.9K 0.08% 141
2019
Q1 		$86K Buy
+287
New +$84.2K 0.41% 78

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

Benjamin Edwards Inc's LMT Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Lockheed Martin (LMT) stake by 2.2% in Q2 2026, selling an estimated $462K and leaving 37,723 shares worth $19.2M. The position accounts for 0.18% of the portfolio, ranked #154.

Benjamin Edwards Inc first reported a position in LMT in Q1 2019 and has held it in 29 quarters since. The position peaked at $25.9M in Q3 2024. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Benjamin Edwards Inc held 37,723 shares of Lockheed Martin worth $19.2M as of Q2 2026.
  • Benjamin Edwards Inc sold 855 Lockheed Martin shares in Q2 2026, an estimated $462K.
  • Lockheed Martin made up 0.18% of Benjamin Edwards Inc's portfolio in Q2 2026, its #154 holding.
  • Benjamin Edwards Inc first reported a position in Lockheed Martin in Q1 2019 and has held it in 29 quarters since.
  • Benjamin Edwards Inc's Lockheed Martin position peaked at $25.9M in Q3 2024.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.