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Blue Trust Inc’s Lockheed Martin LMT Stock Holding History

Blue Trust 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 		$4.16M Buy
8,161
+3
+0% +$1.62K 0.04% 118
2026
Q1 		$4.93M Sell
8,158
-75
-0.9% -$46.2K 0.06% 98
2025
Q4 		$3.98M Sell
8,233
-104
-1% -$49.8K 0.05% 116
2025
Q3 		$4.16M Sell
8,337
-16
-0.2% -$7.26K 0.05% 113
2025
Q2 		$3.87M Sell
8,353
-529
-6% -$248K 0.05% 118
2025
Q1 		$3.97M Sell
8,882
-1,052
-11% -$484K 0.05% 107
2024
Q4 		$4.83M Buy
9,934
+2,222
+29% +$1.21M 0.06% 93
2024
Q3 		$3.6M Buy
7,712
+2,923
+61% +$1.57M 0.05% 101
2024
Q2 		$2.18M Buy
4,789
+614
+15% +$284K 0.03% 127
2024
Q1 		$1.9M Sell
4,175
-349
-8% -$153K 0.03% 118
2023
Q4 		$1.85M Sell
4,524
-627
-12% -$278K 0.03% 115
2023
Q3 		$2.37M Buy
5,151
+826
+19% +$366K 0.04% 103
2023
Q2 		$2.04M Sell
4,325
-188
-4% -$87.3K 0.03% 107
2023
Q1 		$2.2M Sell
4,513
-266
-6% -$125K 0.04% 123
2022
Q4 		$1.85M Buy
4,779
+1,377
+40% +$640K 0.03% 118
2022
Q3 		$1.46M Buy
3,402
+27
+0.8% +$11.3K 0.03% 122
2022
Q2 		$1.49M Buy
+3,375
New +$1.48M 0.02% 112

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

Blue Trust Inc's LMT Position: Q2 2026 in Review

Blue Trust Inc increased its Lockheed Martin (LMT) stake by 0.04% in Q2 2026, buying an estimated $1.62K and bringing the position to 8,161 shares worth $4.16M. The position accounts for 0.04% of the portfolio, ranked #118.

Blue Trust Inc first reported a position in LMT in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.93M in Q1 2026. 913 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Blue Trust Inc held 8,161 shares of Lockheed Martin worth $4.16M as of Q2 2026.
  • Blue Trust Inc bought 3 Lockheed Martin shares in Q2 2026, an estimated $1.62K.
  • Lockheed Martin made up 0.04% of Blue Trust Inc's portfolio in Q2 2026, its #118 holding.
  • Blue Trust Inc first reported a position in Lockheed Martin in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Lockheed Martin position peaked at $4.93M in Q1 2026.
  • 913 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.