Certified Advisory Corp’s Lockheed Martin LMT Stock Holding History

Certified Advisory Corp’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	$2.58M	Sell	5,058 -67	-1%	-$36.2K	0.21%	108
2026 Q1	$3.1M	Buy	5,125 +236	+5%	+$145K	0.28%	88
2025 Q4	$2.36M	Sell	4,889 -74	-1%	-$35.4K	0.22%	109
2025 Q3	$2.48M	Sell	4,963 -28	-0.6%	-$12.7K	0.24%	104
2025 Q2	$2.31M	Sell	4,991 -77	-2%	-$36K	0.24%	103
2025 Q1	$2.26M	Sell	5,068 -465	-8%	-$214K	0.26%	102
2024 Q4	$2.69M	Buy	5,533 +687	+14%	+$374K	0.29%	93
2024 Q3	$2.83M	Sell	4,846 -223	-4%	-$120K	0.31%	86
2024 Q2	$2.37M	Sell	5,069 -217	-4%	-$100K	0.3%	91
2024 Q1	$2.4M	Buy	5,286 +384	+8%	+$168K	0.34%	84
2023 Q4	$2.22M	Buy	4,902 +140	+3%	+$62K	0.34%	87
2023 Q3	$1.95M	Buy	4,762 +762	+19%	+$338K	0.36%	84
2023 Q2	$1.84M	Sell	4,000 -19	-0.5%	-$8.82K	0.34%	83
2023 Q1	$1.9M	Sell	4,019 -77	-2%	-$36.1K	0.34%	84
2022 Q4	$1.99M	Buy	4,096 +58	+1%	+$27K	0.39%	73
2022 Q3	$1.56M	Buy	4,038 +9	+0.2%	+$3.76K	0.36%	80
2022 Q2	$1.73M	Buy	4,029 +222	+6%	+$97.5K	0.39%	73
2022 Q1	$1.68M	Buy	3,807 +32	+0.8%	+$13K	0.36%	81
2021 Q4	$1.34M	Sell	3,775 -10	-0.3%	-$3.46K	0.3%	89
2021 Q3	$1.31M	Sell	3,785 -26	-0.7%	-$9.41K	0.32%	81
2021 Q2	$1.44M	Buy	3,811 +170	+5%	+$65.4K	0.36%	69
2021 Q1	$1.34M	Buy	+3,641	New	+$1.25M	0.35%	70
2020 Q2	$1.42M	Buy	3,878 +9	+0.2%	+$3.4K	0.47%	54
2020 Q1	$1.31M	Sell	3,869 -245	-6%	-$96.4K	0.52%	43
2019 Q4	$1.6M	Sell	4,114 -130	-3%	-$49.9K	0.51%	46
2019 Q3	$1.66M	Buy	4,244 +75	+2%	+$28.2K	0.58%	39
2019 Q2	$1.51M	Sell	4,169 -77	-2%	-$25.8K	0.56%	42
2019 Q1	$1.27M	Sell	4,246 -6	-0.1%	-$1.76K	0.54%	43
2018 Q4	$1.11M	Sell	4,252 -251	-6%	-$76.2K	0.58%	42
2018 Q3	$1.56M	Buy	4,503 +209	+5%	+$67.4K	0.72%	31
2018 Q2	$1.27M	Buy	4,294 +15	+0.4%	+$4.84K	0.71%	32
2018 Q1	$1.45M	Buy	4,279 +34	+0.8%	+$11.6K	0.86%	29
2017 Q4	$1.36M	Buy	+4,245	New	+$1.34M	0.98%	20

Other funds holding LMT

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Certified Advisory Corp's LMT Position: Q2 2026 in Review

Certified Advisory Corp reduced its Lockheed Martin (LMT) stake by 1.3% in Q2 2026, selling an estimated $36.2K and leaving 5,058 shares worth $2.58M. The position accounts for 0.21% of the portfolio, ranked #108.

Certified Advisory Corp first reported a position in LMT in Q4 2017 and has held it in 33 quarters since. The position peaked at $3.1M in Q1 2026. 934 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Certified Advisory Corp held 5,058 shares of Lockheed Martin worth $2.58M as of Q2 2026.
Certified Advisory Corp sold 67 Lockheed Martin shares in Q2 2026, an estimated $36.2K.
Lockheed Martin made up 0.21% of Certified Advisory Corp's portfolio in Q2 2026, its #108 holding.
Certified Advisory Corp first reported a position in Lockheed Martin in Q4 2017 and has held it in 33 quarters since.
Certified Advisory Corp's Lockheed Martin position peaked at $3.1M in Q1 2026.
934 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.