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
2025
Q2 		– Sell
-100
Closed -$2.22K – 1191
2025
Q1 		$2.22K Buy
+100
New +$46K ﹤0.01% 1076

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CF
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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.