Crewe Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $251K | Buy |
492
+62
| +14% | +$33.5K | 0.02% | 209 |
|
|
2026
Q1 | $260K | Buy |
430
+10
| +2% | +$6.16K | 0.02% | 189 |
|
|
2025
Q4 | $203K | Buy |
420
+1
| +0.2% | +$479 | 0.02% | 205 |
|
|
2025
Q3 | $209K | Sell |
419
-18
| -4% | -$8.17K | 0.02% | 202 |
|
|
2025
Q2 | $202K | Buy |
437
+22
| +5% | +$10.3K | 0.03% | 150 |
|
|
2025
Q1 | $185K | Sell |
415
-4
| -1% | -$1.84K | 0.03% | 144 |
|
|
2024
Q4 | $204K | Sell |
419
-96
| -19% | -$52.3K | 0.03% | 143 |
|
|
2024
Q3 | $301K | Buy |
515
+22
| +4% | +$11.8K | 0.03% | 115 |
|
|
2024
Q2 | $230K | Sell |
493
-49
| -9% | -$22.6K | 0.03% | 164 |
|
|
2024
Q1 | $247K | Buy |
+542
| New | +$238K | 0.03% | 151 |
|
|
2023
Q3 | – | Sell |
-499
| Closed | -$230K | – | 773 |
|
|
2023
Q2 | $230K | Buy |
499
+45
| +10% | +$20.9K | 0.03% | 127 |
|
|
2023
Q1 | $215K | Sell |
454
-4
| -0.9% | -$1.88K | 0.03% | 148 |
|
|
2022
Q4 | $223K | Sell |
458
-114
| -20% | -$53K | 0.04% | 139 |
|
|
2022
Q3 | $221K | Buy |
572
+23
| +4% | +$9.6K | 0.04% | 132 |
|
|
2022
Q2 | $236K | Buy |
549
+51
| +10% | +$22.4K | 0.05% | 114 |
|
|
2022
Q1 | $220K | Buy |
498
+230
| +86% | +$93.2K | 0.04% | 106 |
|
|
2021
Q4 | $95K | Buy |
268
+66
| +33% | +$22.8K | 0.02% | 141 |
|
|
2021
Q3 | $70K | Hold |
202
| – | – | 0.02% | 129 |
|
|
2021
Q2 | $76K | Buy |
202
+26
| +15% | +$10K | 0.02% | 127 |
|
|
2021
Q1 | $65K | Hold |
176
| – | – | 0.02% | 133 |
|
|
2020
Q4 | $62K | Sell |
176
-25
| -12% | -$9.19K | 0.02% | 124 |
|
|
2020
Q3 | $77K | Buy |
201
+67
| +50% | +$25.6K | 0.04% | 98 |
|
|
2020
Q2 | $49K | Hold |
134
| – | – | 0.02% | 106 |
|
|
2020
Q1 | $45K | Hold |
134
| – | – | 0.03% | 97 |
|
|
2019
Q4 | $52K | Hold |
134
| – | – | 0.02% | 111 |
|
|
2019
Q3 | $52K | Hold |
134
| – | – | 0.02% | 117 |
|
|
2019
Q2 | $49K | Hold |
134
| – | – | 0.02% | 144 |
|
|
2019
Q1 | $40K | Hold |
134
| – | – | 0.01% | 130 |
|
|
2018
Q4 | $35K | Hold |
134
| – | – | 0.01% | 133 |
|
|
2018
Q3 | $46K | Hold |
134
| – | – | 0.04% | 128 |
|
|
2018
Q2 | $40K | Sell |
134
-9
| -6% | -$2.9K | 0.04% | 136 |
|
|
2018
Q1 | $48K | Hold |
143
| – | – | 0.05% | 118 |
|
|
2017
Q4 | $46K | Buy |
+143
| New | +$45.1K | 0.05% | 127 |
|
Other funds holding LMT
Crewe Advisors's LMT Position: Q2 2026 in Review
Crewe Advisors increased its Lockheed Martin (LMT) stake by 14% in Q2 2026, buying an estimated $33.5K and bringing the position to 492 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #209.
Crewe Advisors first reported a position in LMT in Q4 2017 and has held it in 33 quarters since. The position peaked at $301K in Q3 2024. 2,787 funds tracked by Wall St. Rank hold LMT as of Q2 2026.
- Crewe Advisors held 492 shares of Lockheed Martin worth $251K as of Q2 2026.
- Crewe Advisors bought 62 Lockheed Martin shares in Q2 2026, an estimated $33.5K.
- Lockheed Martin made up 0.02% of Crewe Advisors's portfolio in Q2 2026, its #209 holding.
- Crewe Advisors first reported a position in Lockheed Martin in Q4 2017 and has held it in 33 quarters since.
- Crewe Advisors's Lockheed Martin position peaked at $301K in Q3 2024.
- 2,787 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.
Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.