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Crewe Advisors’s Lockheed Martin LMT Stock Holding History

Crewe 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 		$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

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

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. 991 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.
  • 991 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.