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Delta Financial Advisors’s Lockheed Martin LMT Stock Holding History

Delta Financial 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 		$1.94M Buy
3,803
+2
+0.1% +$1.08K 0.46% 61
2026
Q1 		$2.3M Buy
3,801
+35
+0.9% +$21.6K 0.6% 53
2025
Q4 		$1.82M Buy
3,766
+202
+6% +$96.7K 0.47% 57
2025
Q3 		$1.78M Buy
3,564
+1,685
+90% +$765K 0.5% 55
2025
Q2 		$870K Buy
1,879
+95
+5% +$44.5K 0.31% 75
2025
Q1 		$797K Buy
1,784
+29
+2% +$13.3K 0.3% 77
2024
Q4 		$853K Buy
1,755
+25
+1% +$13.6K 0.32% 75
2024
Q3 		$1.01M Buy
1,730
+369
+27% +$198K 0.37% 75
2024
Q2 		$636K Buy
1,361
+14
+1% +$6.47K 0.25% 81
2024
Q1 		$613K Buy
1,347
+77
+6% +$33.7K 0.24% 83
2023
Q4 		$576K Buy
1,270
+310
+32% +$137K 0.25% 87
2023
Q3 		$393K Buy
960
+375
+64% +$166K 0.18% 99
2023
Q2 		$269K Buy
585
+55
+10% +$25.5K 0.12% 106
2023
Q1 		$251K Buy
530
+80
+18% +$37.5K 0.12% 106
2022
Q4 		$219K Buy
+450
New +$209K 0.11% 108

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Delta Financial Advisors's LMT Position: Q2 2026 in Review

Delta Financial Advisors increased its Lockheed Martin (LMT) stake by 0.05% in Q2 2026, buying an estimated $1.08K and bringing the position to 3,803 shares worth $1.94M. The position accounts for 0.46% of the portfolio, ranked #61.

Delta Financial Advisors first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.3M in Q1 2026. 2,785 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Delta Financial Advisors held 3,803 shares of Lockheed Martin worth $1.94M as of Q2 2026.
  • Delta Financial Advisors bought 2 Lockheed Martin shares in Q2 2026, an estimated $1.08K.
  • Lockheed Martin made up 0.46% of Delta Financial Advisors's portfolio in Q2 2026, its #61 holding.
  • Delta Financial Advisors first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
  • Delta Financial Advisors's Lockheed Martin position peaked at $2.3M in Q1 2026.
  • 2,785 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Delta Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.