CFO
LMT icon

Collective Family Office’s Lockheed Martin LMT Stock Holding History

Collective Family Office’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 		$235K Sell
462
-28
-6% -$15.1K 0.05% 154
2026
Q1 		$296K Sell
490
-13
-3% -$8.01K 0.07% 136
2025
Q4 		$243K Sell
503
-24
-5% -$11.5K 0.06% 149
2025
Q3 		$263K Buy
527
+23
+5% +$10.4K 0.06% 146
2025
Q2 		$233K Buy
504
+2
+0.4% +$936 0.06% 149
2025
Q1 		$224K Sell
502
-21
-4% -$9.67K 0.06% 150
2024
Q4 		$254K Sell
523
-9
-2% -$4.91K 0.07% 150
2024
Q3 		$311K Sell
532
-29
-5% -$15.6K 0.08% 144
2024
Q2 		$262K Sell
561
-97
-15% -$44.8K 0.08% 156
2024
Q1 		$299K Buy
658
+96
+17% +$42.1K 0.1% 143
2023
Q4 		$255K Sell
562
-11
-2% -$4.87K 0.09% 143
2023
Q3 		$234K Sell
573
-34
-6% -$15.1K 0.09% 153
2023
Q2 		$279K Hold
607
– – 0.11% 147
2023
Q1 		$287K Sell
607
-8
-1% -$3.75K 0.12% 136
2022
Q4 		$299K Sell
615
-10
-2% -$4.65K 0.13% 131
2022
Q3 		$241K Sell
625
-200
-24% -$83.5K 0.12% 152
2022
Q2 		$355K Sell
825
-8
-1% -$3.51K 0.15% 136
2022
Q1 		$368K Sell
833
-44
-5% -$17.8K 0.14% 140
2021
Q4 		$312K Sell
877
-239
-21% -$82.7K 0.12% 145
2021
Q3 		$385K Sell
1,116
-960
-46% -$347K 0.17% 126
2021
Q2 		$785K Buy
2,076
+860
+71% +$331K 0.34% 75
2021
Q1 		$449K Buy
1,216
+274
+29% +$94K 0.22% 111
2020
Q4 		$334K Buy
+942
New +$346K 0.19% 126

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

Collective Family Office's LMT Position: Q2 2026 in Review

Collective Family Office reduced its Lockheed Martin (LMT) stake by 5.7% in Q2 2026, selling an estimated $15.1K and leaving 462 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #154.

Collective Family Office first reported a position in LMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $785K in Q2 2021. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Collective Family Office held 462 shares of Lockheed Martin worth $235K as of Q2 2026.
  • Collective Family Office sold 28 Lockheed Martin shares in Q2 2026, an estimated $15.1K.
  • Lockheed Martin made up 0.05% of Collective Family Office's portfolio in Q2 2026, its #154 holding.
  • Collective Family Office first reported a position in Lockheed Martin in Q4 2020 and has held it in 23 quarters since.
  • Collective Family Office's Lockheed Martin position peaked at $785K in Q2 2021.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.