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Central Valley Advisors’s Lockheed Martin LMT Stock Holding History

Central Valley 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 		– Sell
-521
Closed -$315K – 199
2026
Q1 		$315K Buy
+521
New +$321K 0.09% 144
2025
Q2 		– Sell
-3,880
Closed -$1.73M – 138
2025
Q1 		$1.73M Buy
+3,880
New +$1.79M 0.66% 44

Other funds holding LMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Central Valley Advisors's LMT Position: Q2 2026 in Review

Central Valley Advisors sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 521 shares — an estimated $315K sold.

Central Valley Advisors first reported a position in LMT in Q1 2025 and held it in 2 quarters. The position peaked at $1.73M in Q1 2025. 1,322 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Central Valley Advisors reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Central Valley Advisors sold 521 Lockheed Martin shares in Q2 2026, an estimated $315K.
  • Central Valley Advisors first reported a position in Lockheed Martin in Q1 2025 and held it in 2 quarters.
  • Central Valley Advisors's Lockheed Martin position peaked at $1.73M in Q1 2025.
  • 1,322 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.