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Capital Advisors Ltd’s Lockheed Martin LMT Stock Holding History

Capital Advisors Ltd’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 		$510K Sell
1,001
-19
-2% -$10.3K 0.05% 180
2026
Q1 		$616K Buy
1,020
+13
+1% +$8.01K 0.07% 157
2025
Q4 		$487K Sell
1,007
-7
-0.7% -$3.35K 0.05% 174
2025
Q3 		$506K Sell
1,014
-16
-2% -$7.26K 0.06% 163
2025
Q2 		$477K Buy
1,030
+11
+1% +$5.15K 0.06% 166
2025
Q1 		$455K Sell
1,019
-82
-7% -$37.7K 0.06% 166
2024
Q4 		$535K Buy
1,101
+35
+3% +$19.1K 0.07% 151
2024
Q3 		$623K Buy
1,066
+15
+1% +$8.05K 0.08% 139
2024
Q2 		$491K Buy
1,051
+61
+6% +$28.2K 0.06% 154
2024
Q1 		$450K Buy
990
+20
+2% +$8.77K 0.06% 169
2023
Q4 		$439K Buy
970
+50
+5% +$22.2K 0.06% 166
2023
Q3 		$376K Buy
920
+1
+0.1% +$444 0.06% 176
2023
Q2 		$423K Buy
919
+33
+4% +$15.3K 0.06% 170
2023
Q1 		$419K Sell
886
-451
-34% -$211K 0.07% 155
2022
Q4 		$650K Buy
1,337
+66
+5% +$30.7K 0.11% 113
2022
Q3 		$491K Buy
1,271
+37
+3% +$15.4K 0.1% 129
2022
Q2 		$531K Buy
1,234
+77
+7% +$33.8K 0.1% 123
2022
Q1 		$511K Buy
1,157
+209
+22% +$84.7K 0.09% 134
2021
Q4 		$337K Buy
948
+227
+31% +$78.5K 0.05% 177
2021
Q3 		$249K Hold
721
– – 0.04% 183
2021
Q2 		$273K Buy
721
+450
+166% +$173K 0.05% 162
2021
Q1 		$100K Hold
271
– – 0.02% 241
2020
Q4 		$96K Hold
271
– – 0.02% 227
2020
Q3 		$104K Hold
271
– – 0.03% 212
2020
Q2 		$99K Hold
271
– – 0.03% 217
2020
Q1 		$92K Hold
271
– – 0.03% 208
2019
Q4 		$106K Hold
271
– – 0.03% 200
2019
Q3 		$106K Sell
271
-110
-29% -$41.4K 0.03% 193
2019
Q2 		$139K Buy
381
+331
+662% +$111K 0.04% 177
2019
Q1 		$15K Hold
50
– – ﹤0.01% 349
2018
Q4 		$13K Hold
50
– – ﹤0.01% 360
2018
Q3 		$17K Hold
50
– – ﹤0.01% 377
2018
Q2 		$15K Hold
50
– – ﹤0.01% 305
2018
Q1 		$17K Hold
50
– – 0.01% 289
2017
Q4 		$16K Hold
50
– – 0.01% 295
2017
Q3 		$16K Hold
50
– – 0.01% 293
2017
Q2 		$14K Hold
50
– – 0.01% 306
2017
Q1 		$13K Hold
50
– – 0.01% 289
2016
Q4 		$12K Hold
50
– – 0.01% 284
2016
Q3 		$12K Hold
50
– – 0.01% 282
2016
Q2 		$12K Hold
50
– – 0.01% 266
2016
Q1 		$11K Hold
50
– – 0.01% 261
2015
Q4 		$11K Hold
50
– – 0.01% 255
2015
Q3 		$10K Hold
50
– – 0.01% 255
2015
Q2 		$9K Buy
+50
New +$9.63K ﹤0.01% 286

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

Capital Advisors Ltd's LMT Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Lockheed Martin (LMT) stake by 1.9% in Q2 2026, selling an estimated $10.3K and leaving 1,001 shares worth $510K. The position accounts for 0.05% of the portfolio, ranked #180.

Capital Advisors Ltd first reported a position in LMT in Q2 2015 and has held it in 45 quarters since. The position peaked at $650K in Q4 2022. 991 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Capital Advisors Ltd held 1,001 shares of Lockheed Martin worth $510K as of Q2 2026.
  • Capital Advisors Ltd sold 19 Lockheed Martin shares in Q2 2026, an estimated $10.3K.
  • Lockheed Martin made up 0.05% of Capital Advisors Ltd's portfolio in Q2 2026, its #180 holding.
  • Capital Advisors Ltd first reported a position in Lockheed Martin in Q2 2015 and has held it in 45 quarters since.
  • Capital Advisors Ltd's Lockheed Martin position peaked at $650K in Q4 2022.
  • 991 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.