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CGN Advisors’s Lockheed Martin LMT Stock Holding History

CGN 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
-345
Closed -$209K – 327
2026
Q1 		$209K Buy
+345
New +$213K 0.02% 314
2024
Q3 		– Sell
-654
Closed -$305K – 280
2024
Q2 		$305K Sell
654
-5
-0.8% -$2.31K 0.04% 226
2024
Q1 		$300K Sell
659
-10
-1% -$4.38K 0.04% 218
2023
Q4 		$303K Sell
669
-128
-16% -$56.7K 0.04% 216
2023
Q3 		$326K Buy
+797
New +$354K 0.04% 204

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

CGN Advisors's LMT Position: Q2 2026 in Review

CGN Advisors sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 345 shares — an estimated $209K sold.

CGN Advisors first reported a position in LMT in Q3 2023 and held it in 5 quarters. The position peaked at $326K in Q3 2023. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • CGN Advisors reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • CGN Advisors sold 345 Lockheed Martin shares in Q2 2026, an estimated $209K.
  • CGN Advisors first reported a position in Lockheed Martin in Q3 2023 and held it in 5 quarters.
  • CGN Advisors's Lockheed Martin position peaked at $326K in Q3 2023.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.