Carson Advisory’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$255K Buy
500
+126
+34% +$68.1K 0.12% 172
2026
Q1
$226K Buy
+374
New +$230K 0.12% 169
2024
Q4
Sell
-400
Closed -$234K 173
2024
Q3
$234K Buy
+400
New +$215K 0.15% 155

Other funds holding LMT

Carson Advisory's LMT Position: Q2 2026 in Review

Carson Advisory increased its Lockheed Martin (LMT) stake by 34% in Q2 2026, buying an estimated $68.1K and bringing the position to 500 shares worth $255K. The position accounts for 0.12% of the portfolio, ranked #172.

Carson Advisory first reported a position in LMT in Q3 2024 and has held it in 3 quarters since. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Carson Advisory held 500 shares of Lockheed Martin worth $255K as of Q2 2026.
  • Carson Advisory bought 126 Lockheed Martin shares in Q2 2026, an estimated $68.1K.
  • Lockheed Martin made up 0.12% of Carson Advisory's portfolio in Q2 2026, its #172 holding.
  • Carson Advisory first reported a position in Lockheed Martin in Q3 2024 and has held it in 3 quarters since.
  • 2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.