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Byrne Asset Management’s Lockheed Martin LMT Stock Holding History

Byrne Asset 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 		$128K Hold
252
– – 0.07% 211
2026
Q1 		$152K Hold
252
– – 0.09% 168
2025
Q4 		$122K Sell
252
-15
-6% -$7.18K 0.07% 195
2025
Q3 		$133K Sell
267
-52
-16% -$23.6K 0.08% 136
2025
Q2 		$148K Buy
319
+2
+0.6% +$936 0.1% 126
2025
Q1 		$142K Hold
317
– – 0.1% 124
2024
Q4 		$154K Sell
317
-7
-2% -$3.82K 0.11% 123
2024
Q3 		$189K Sell
324
-58
-15% -$31.1K 0.13% 115
2024
Q2 		$178K Buy
+382
New +$177K 0.13% 113
2024
Q1 		– Hold
0
– – – 110
2023
Q4 		– Sell
-588
Closed -$261K – 100
2023
Q3 		$240K Hold
588
– – 0.2% 97
2023
Q2 		$271K Sell
588
-27
-4% -$12.5K 0.18% 127
2023
Q1 		$291K Buy
615
+66
+12% +$30.9K 0.21% 114
2022
Q4 		$267K Sell
549
-78
-12% -$36.2K 0.19% 115
2022
Q3 		$242K Buy
627
+55
+10% +$23K 0.19% 106
2022
Q2 		$246K Buy
572
+93
+19% +$40.8K 0.18% 96
2022
Q1 		$211K Buy
479
+24
+5% +$9.73K 0.13% 112
2021
Q4 		$162K Buy
+455
New +$157K 0.1% 125

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
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Byrne Asset Management's LMT Position: Q2 2026 in Review

Byrne Asset Management held its Lockheed Martin (LMT) position steady in Q2 2026 at 252 shares worth $128K. The position accounts for 0.07% of the portfolio, ranked #211.

Byrne Asset Management first reported a position in LMT in Q4 2021 and has held it in 17 quarters since. The position peaked at $291K in Q1 2023. 776 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Byrne Asset Management held 252 shares of Lockheed Martin worth $128K as of Q2 2026.
  • Byrne Asset Management left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.07% of Byrne Asset Management's portfolio in Q2 2026, its #211 holding.
  • Byrne Asset Management first reported a position in Lockheed Martin in Q4 2021 and has held it in 17 quarters since.
  • Byrne Asset Management's Lockheed Martin position peaked at $291K in Q1 2023.
  • 776 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.