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CWC Advisors’s Lockheed Martin LMT Stock Holding History

CWC 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 		$538K Sell
1,056
-38
-3% -$20.5K 0.24% 98
2026
Q1 		$661K Sell
1,094
-4
-0.4% -$2.46K 0.31% 75
2025
Q4 		$531K Sell
1,098
-31
-3% -$14.8K 0.26% 93
2025
Q3 		$564K Sell
1,129
-56
-5% -$25.4K 0.28% 83
2025
Q2 		$549K Sell
1,185
-152
-11% -$71.2K 0.28% 77
2025
Q1 		$597K Sell
1,337
-12
-0.9% -$5.52K 0.34% 69
2024
Q4 		$656K Sell
1,349
-70
-5% -$38.2K 0.65% 43
2024
Q3 		$829K Buy
+1,419
New +$762K 0.82% 37

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CWC Advisors's LMT Position: Q2 2026 in Review

CWC Advisors reduced its Lockheed Martin (LMT) stake by 3.5% in Q2 2026, selling an estimated $20.5K and leaving 1,056 shares worth $538K. The position accounts for 0.24% of the portfolio, ranked #98.

CWC Advisors first reported a position in LMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $829K in Q3 2024. 629 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • CWC Advisors held 1,056 shares of Lockheed Martin worth $538K as of Q2 2026.
  • CWC Advisors sold 38 Lockheed Martin shares in Q2 2026, an estimated $20.5K.
  • Lockheed Martin made up 0.24% of CWC Advisors's portfolio in Q2 2026, its #98 holding.
  • CWC Advisors first reported a position in Lockheed Martin in Q3 2024 and has held it in 8 quarters since.
  • CWC Advisors's Lockheed Martin position peaked at $829K in Q3 2024.
  • 629 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.