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Buttonwood Financial Advisors’s Lockheed Martin LMT Stock Holding History

Buttonwood Financial Advisors’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 		$1.85M Buy
3,623
+40
+1% +$21.6K 0.56% 42
2026
Q1 		$2.17M Sell
3,583
-22
-0.6% -$13.6K 0.72% 35
2025
Q4 		$1.74M Sell
3,605
-29
-0.8% -$13.9K 0.58% 39
2025
Q3 		$1.81M Buy
3,634
+1,114
+44% +$505K 0.62% 37
2025
Q2 		$1.17M Sell
2,520
-36
-1% -$16.9K 0.47% 42
2025
Q1 		$1.14M Sell
2,556
-5
-0.2% -$2.3K 0.5% 39
2024
Q4 		$1.24M Sell
2,561
-34
-1% -$18.5K 0.55% 39
2024
Q3 		$1.52M Sell
2,595
-50
-2% -$26.8K 0.66% 37
2024
Q2 		$1.24M Buy
2,645
+18
+0.7% +$8.32K 0.58% 40
2024
Q1 		$1.2M Buy
2,627
+1,090
+71% +$478K 0.56% 44
2023
Q4 		$697K Sell
1,537
-56
-4% -$24.8K 0.38% 55
2023
Q3 		$652K Buy
1,593
+206
+15% +$91.4K 0.41% 55
2023
Q2 		$639K Hold
1,387
– – 0.4% 54
2023
Q1 		$656K Sell
1,387
-23
-2% -$10.8K 0.51% 47
2022
Q4 		$686K Sell
1,410
-2
-0.1% -$929 0.58% 47
2022
Q3 		$573K Buy
1,412
+152
+12% +$63.5K 0.52% 47
2022
Q2 		$542K Sell
1,260
-13
-1% -$5.71K 0.49% 47
2022
Q1 		$562K Buy
1,273
+65
+5% +$26.4K 0.51% 44
2021
Q4 		$429K Buy
+1,208
New +$418K 0.42% 43

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
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
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Buttonwood Financial Advisors's LMT Position: Q2 2026 in Review

Buttonwood Financial Advisors increased its Lockheed Martin (LMT) stake by 1.1% in Q2 2026, buying an estimated $21.6K and bringing the position to 3,623 shares worth $1.85M. The position accounts for 0.56% of the portfolio, ranked #42.

Buttonwood Financial Advisors first reported a position in LMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.17M in Q1 2026. 675 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Buttonwood Financial Advisors held 3,623 shares of Lockheed Martin worth $1.85M as of Q2 2026.
  • Buttonwood Financial Advisors bought 40 Lockheed Martin shares in Q2 2026, an estimated $21.6K.
  • Lockheed Martin made up 0.56% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #42 holding.
  • Buttonwood Financial Advisors first reported a position in Lockheed Martin in Q4 2021 and has held it in 19 quarters since.
  • Buttonwood Financial Advisors's Lockheed Martin position peaked at $2.17M in Q1 2026.
  • 675 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.