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BigSur Wealth Management’s Lockheed Martin LMT Stock Holding History

BigSur 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 		$1.56M Sell
3,065
-65
-2% -$35.1K 0.38% 75
2026
Q1 		$1.89M Sell
3,130
-1,150
-27% -$708K 0.53% 54
2025
Q4 		$2.07M Hold
4,280
– – 0.5% 56
2025
Q3 		$2.14M Hold
4,280
– – 0.52% 52
2025
Q2 		$1.98M Buy
4,280
+500
+13% +$234K 0.5% 53
2025
Q1 		$1.69M Hold
3,780
– – 0.46% 59
2024
Q4 		$1.84M Sell
3,780
-2,000
-35% -$1.09M 0.52% 52
2024
Q3 		$3.38M Hold
5,780
– – 0.93% 32
2024
Q2 		$2.7M Sell
5,780
-110
-2% -$50.8K 0.83% 36
2024
Q1 		$2.68M Buy
5,890
+3,500
+146% +$1.53M 0.84% 37
2023
Q4 		$1.08M Sell
2,390
-120
-5% -$53.2K 0.52% 54
2023
Q3 		$1.03M Sell
2,510
-200
-7% -$88.7K 0.52% 55
2023
Q2 		$1.25M Buy
2,710
+120
+5% +$55.7K 0.6% 48
2023
Q1 		$1.22M Buy
2,590
+100
+4% +$46.9K 0.57% 52
2022
Q4 		$1.21M Sell
2,490
-30
-1% -$13.9K 0.58% 51
2022
Q3 		$973K Hold
2,520
– – 0.49% 52
2022
Q2 		$1.08M Hold
2,520
– – 0.51% 56
2022
Q1 		$1.11M Sell
2,520
-167
-6% -$67.7K 0.43% 62
2021
Q4 		$955K Hold
2,687
– – 0.37% 65
2021
Q3 		$927K Hold
2,687
– – 0.42% 60
2021
Q2 		$1.02M Hold
2,687
– – 0.46% 59
2021
Q1 		$993K Hold
2,687
– – 0.51% 52
2020
Q4 		$954K Sell
2,687
-18
-0.7% -$6.62K 0.54% 55
2020
Q3 		$1.04M Buy
2,705
+910
+51% +$347K 0.66% 46
2020
Q2 		$655K Sell
1,795
-780
-30% -$295K 0.47% 50
2020
Q1 		$873K Buy
2,575
+650
+34% +$256K 0.65% 38
2019
Q4 		$750K Sell
1,925
-54
-3% -$20.7K 0.42% 52
2019
Q3 		$772K Sell
1,979
-500
-20% -$188K 0.52% 47
2019
Q2 		$896K Sell
2,479
-642
-21% -$215K 0.63% 40
2019
Q1 		$937K Hold
3,121
– – 0.61% 40
2018
Q4 		$817K Buy
3,121
+81
+3% +$24.6K 0.58% 36
2018
Q3 		$1.05M Buy
3,040
+1,155
+61% +$373K 0.66% 34
2018
Q2 		$557K Sell
1,885
-30
-2% -$9.68K 0.41% 45
2018
Q1 		$647K Sell
1,915
-52
-3% -$17.7K 0.46% 41
2017
Q4 		$632K Buy
1,967
+60
+3% +$18.9K 0.63% 37
2017
Q3 		$592K Sell
1,907
-19
-1% -$5.67K 0.6% 40
2017
Q2 		$572K Sell
1,926
-2
-0.1% -$549 0.58% 45
2017
Q1 		$528K Sell
1,928
-7
-0.4% -$1.83K 0.57% 45
2016
Q4 		$484K Buy
+1,935
New +$484K 0.65% 41

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

BigSur Wealth Management reduced its Lockheed Martin (LMT) stake by 2.1% in Q2 2026, selling an estimated $35.1K and leaving 3,065 shares worth $1.56M. The position accounts for 0.38% of the portfolio, ranked #75.

BigSur Wealth Management first reported a position in LMT in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.38M in Q3 2024. 718 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • BigSur Wealth Management held 3,065 shares of Lockheed Martin worth $1.56M as of Q2 2026.
  • BigSur Wealth Management sold 65 Lockheed Martin shares in Q2 2026, an estimated $35.1K.
  • Lockheed Martin made up 0.38% of BigSur Wealth Management's portfolio in Q2 2026, its #75 holding.
  • BigSur Wealth Management first reported a position in Lockheed Martin in Q4 2016 and has held it in 39 quarters since.
  • BigSur Wealth Management's Lockheed Martin position peaked at $3.38M in Q3 2024.
  • 718 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.