Counterweight Ventures’s Lockheed Martin LMT Stock Holding History

Counterweight Ventures’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	$463K	Sell	908 -15	-2%	-$8.11K	0.23%	64
2026 Q1	$558K	Sell	923 -198	-18%	-$122K	0.31%	62
2025 Q4	$542K	Sell	1,121 -101	-8%	-$48.3K	0.3%	58
2025 Q3	$610K	Sell	1,222 -2,652	-68%	-$1.2M	0.36%	55
2025 Q2	$1.79M	Buy	3,874 +103	+3%	+$48.2K	1.17%	32
2025 Q1	$1.68M	Buy	3,771 +283	+8%	+$130K	1.21%	32
2024 Q4	$1.69M	Buy	3,488 +56	+2%	+$30.5K	1.2%	30
2024 Q3	$2.01M	Sell	3,432 -26	-0.8%	-$14K	1.42%	30
2024 Q2	$1.62M	Buy	3,458 +105	+3%	+$48.5K	1.22%	35
2024 Q1	$1.53M	Sell	3,353 -215	-6%	-$94.2K	1.23%	35
2023 Q4	$1.62M	Buy	+3,568	New	+$1.58M	1.47%	31

Other funds holding LMT

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Counterweight Ventures's LMT Position: Q2 2026 in Review

Counterweight Ventures reduced its Lockheed Martin (LMT) stake by 1.6% in Q2 2026, selling an estimated $8.11K and leaving 908 shares worth $463K. The position accounts for 0.23% of the portfolio, ranked #64.

Counterweight Ventures first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.01M in Q3 2024. 1,014 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Counterweight Ventures held 908 shares of Lockheed Martin worth $463K as of Q2 2026.
Counterweight Ventures sold 15 Lockheed Martin shares in Q2 2026, an estimated $8.11K.
Lockheed Martin made up 0.23% of Counterweight Ventures's portfolio in Q2 2026, its #64 holding.
Counterweight Ventures first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
Counterweight Ventures's Lockheed Martin position peaked at $2.01M in Q3 2024.
1,014 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Counterweight Ventures's 13F filing for Q2 2026, filed 23 Jul 2026.