CIAS
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Capital Investment Advisory Services’s Lockheed Martin LMT Stock Holding History

Capital Investment Advisory Services’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 		$3.42M Sell
6,707
-152
-2% -$82.2K 0.21% 115
2026
Q1 		$4.15M Buy
6,859
+1,171
+21% +$721K 0.3% 80
2025
Q4 		$2.75M Sell
5,688
-37
-0.6% -$17.7K 0.19% 120
2025
Q3 		$2.86M Sell
5,725
-966
-14% -$438K 0.23% 111
2025
Q2 		$3.1M Buy
6,691
+25
+0.4% +$11.7K 0.25% 95
2025
Q1 		$2.98M Buy
6,666
+836
+14% +$385K 0.27% 90
2024
Q4 		$2.83M Buy
5,830
+771
+15% +$420K 0.27% 78
2024
Q3 		$2.96M Sell
5,059
-390
-7% -$209K 0.28% 81
2024
Q2 		$2.55M Buy
5,449
+105
+2% +$48.5K 0.26% 88
2024
Q1 		$2.43M Buy
5,344
+262
+5% +$115K 0.26% 89
2023
Q4 		$2.3M Sell
5,082
-32
-0.6% -$14.2K 0.21% 88
2023
Q3 		$2.09M Sell
5,114
-10
-0.2% -$4.44K 0.2% 88
2023
Q2 		$2.36M Buy
5,124
+30
+0.6% +$13.9K 0.23% 75
2023
Q1 		$2.41M Sell
5,094
-335
-6% -$157K 0.28% 72
2022
Q4 		$2.64M Sell
5,429
-376
-6% -$175K 0.31% 68
2022
Q3 		$2.24M Sell
5,805
-50
-0.9% -$20.9K 0.29% 68
2022
Q2 		$2.52M Buy
5,855
+63
+1% +$27.7K 0.31% 66
2022
Q1 		$2.56M Sell
5,792
-43
-0.7% -$17.4K 0.28% 72
2021
Q4 		$2.07M Buy
5,835
+453
+8% +$157K 0.25% 88
2021
Q3 		$1.86M Buy
5,382
+293
+6% +$106K 0.23% 89
2021
Q2 		$1.93M Buy
5,089
+323
+7% +$124K 0.24% 85
2021
Q1 		$1.76M Buy
4,766
+322
+7% +$110K 0.25% 92
2020
Q4 		$1.58M Buy
4,444
+623
+16% +$229K 0.23% 93
2020
Q3 		$1.47M Sell
3,821
-400
-9% -$153K 0.28% 85
2020
Q2 		$1.54M Buy
4,221
+71
+2% +$26.8K 0.31% 75
2020
Q1 		$1.41M Buy
4,150
+302
+8% +$119K 0.34% 66
2019
Q4 		$1.5M Buy
3,848
+666
+21% +$256K 0.4% 51
2019
Q3 		$1.24M Sell
3,182
-34
-1% -$12.8K 0.35% 57
2019
Q2 		$1.15M Buy
3,216
+1,928
+150% +$645K 0.35% 58
2019
Q1 		$387K Buy
1,288
+34
+3% +$9.97K 0.14% 140
2018
Q4 		$328K Buy
1,254
+19
+2% +$5.76K 0.14% 143
2018
Q3 		$427K Sell
1,235
-203
-14% -$65.5K 0.2% 126
2018
Q2 		$425K Buy
1,438
+22
+2% +$7.1K 0.21% 121
2018
Q1 		$479K Buy
1,416
+439
+45% +$149K 0.27% 95
2017
Q4 		$314K Buy
977
+50
+5% +$15.8K 0.18% 138
2017
Q3 		$288K Buy
927
+45
+5% +$13.4K 0.18% 139
2017
Q2 		$245K Buy
882
+45
+5% +$12.4K 0.16% 139
2017
Q1 		$224K Buy
+837
New +$219K 0.16% 128

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 Investment Advisory Services's LMT Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Lockheed Martin (LMT) stake by 2.2% in Q2 2026, selling an estimated $82.2K and leaving 6,707 shares worth $3.42M. The position accounts for 0.21% of the portfolio, ranked #115.

Capital Investment Advisory Services first reported a position in LMT in Q1 2017 and has held it in 38 quarters since. The position peaked at $4.15M in Q1 2026. 975 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Capital Investment Advisory Services held 6,707 shares of Lockheed Martin worth $3.42M as of Q2 2026.
  • Capital Investment Advisory Services sold 152 Lockheed Martin shares in Q2 2026, an estimated $82.2K.
  • Lockheed Martin made up 0.21% of Capital Investment Advisory Services's portfolio in Q2 2026, its #115 holding.
  • Capital Investment Advisory Services first reported a position in Lockheed Martin in Q1 2017 and has held it in 38 quarters since.
  • Capital Investment Advisory Services's Lockheed Martin position peaked at $4.15M in Q1 2026.
  • 975 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.