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Dynamic Advisor Solutions’s Lockheed Martin LMT Stock Holding History

Dynamic Advisor Solutions’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 		$5.46M Buy
10,713
+1,593
+17% +$861K 0.15% 154
2026
Q1 		$5.51M Sell
9,120
-6
-0.1% -$3.7K 0.17% 131
2025
Q4 		$4.41M Sell
9,126
-1,954
-18% -$935K 0.14% 160
2025
Q3 		$5.53M Sell
11,080
-56
-0.5% -$25.4K 0.16% 148
2025
Q2 		$5.16M Buy
11,136
+27
+0.2% +$12.6K 0.16% 154
2025
Q1 		$4.96M Buy
11,109
+569
+5% +$262K 0.16% 154
2024
Q4 		$5.12M Sell
10,540
-194
-2% -$106K 0.22% 111
2024
Q3 		$6.27M Sell
10,734
-86
-0.8% -$46.2K 0.19% 131
2024
Q2 		$5.05M Sell
10,820
-778
-7% -$360K 0.16% 161
2024
Q1 		$5.28M Sell
11,598
-1,419
-11% -$622K 0.18% 155
2023
Q4 		$5.94M Buy
13,017
+2,125
+20% +$941K 0.22% 122
2023
Q3 		$4.45M Buy
10,892
+787
+8% +$349K 0.21% 133
2023
Q2 		$4.65M Buy
10,105
+1,568
+18% +$728K 0.24% 125
2023
Q1 		$4.04M Buy
8,537
+2,236
+35% +$1.05M 0.24% 117
2022
Q4 		$3.07M Buy
6,301
+147
+2% +$68.3K 0.21% 123
2022
Q3 		$2.38M Buy
6,154
+201
+3% +$83.9K 0.18% 134
2022
Q2 		$2.56M Buy
5,953
+130
+2% +$57.1K 0.2% 128
2022
Q1 		$2.57M Sell
5,823
-115
-2% -$46.6K 0.18% 132
2021
Q4 		$2.11M Sell
5,938
-5,772
-49% -$2M 0.15% 155
2021
Q3 		$4.04M Sell
11,710
-959
-8% -$347K 0.3% 72
2021
Q2 		$4.79M Buy
12,669
+57
+0.5% +$21.9K 0.38% 61
2021
Q1 		$4.66M Buy
12,612
+5,997
+91% +$2.06M 0.43% 53
2020
Q4 		$2.35M Buy
6,615
+845
+15% +$311K 0.22% 120
2020
Q3 		$2.21M Buy
5,770
+160
+3% +$61.1K 0.25% 108
2020
Q2 		$2.05M Buy
5,610
+209
+4% +$78.9K 0.28% 105
2020
Q1 		$1.83M Sell
5,401
-389
-7% -$153K 0.33% 88
2019
Q4 		$2.25M Buy
5,790
+72
+1% +$27.6K 0.31% 86
2019
Q3 		$2.23M Buy
5,718
+144
+3% +$54.2K 0.35% 75
2019
Q2 		$2.03M Buy
5,574
+493
+10% +$165K 0.33% 81
2019
Q1 		$1.52M Buy
5,081
+269
+6% +$78.9K 0.29% 92
2018
Q4 		$1.38M Sell
4,812
-815
-14% -$247K 0.29% 96
2018
Q3 		$1.95M Sell
5,627
-291
-5% -$93.9K 0.4% 72
2018
Q2 		$1.75M Buy
5,918
+1,263
+27% +$407K 0.4% 76
2018
Q1 		$1.57M Buy
4,655
+222
+5% +$75.6K 0.4% 82
2017
Q4 		$1.42M Buy
4,433
+2
+0% +$631 0.47% 77
2017
Q3 		$1.38M Buy
4,431
+173
+4% +$51.6K 0.54% 61
2017
Q2 		$1.18M Buy
4,258
+131
+3% +$36K 0.46% 72
2017
Q1 		$1.1M Buy
4,127
+2
+0% +$524 0.43% 74
2016
Q4 		$1.03M Buy
4,125
+282
+7% +$70.5K 0.41% 70
2016
Q3 		$921K Buy
3,843
+1,604
+72% +$401K 0.35% 89
2016
Q2 		$556K Sell
2,239
-62
-3% -$14.6K 0.23% 117
2016
Q1 		$510K Buy
2,301
+141
+7% +$30.3K 0.22% 117
2015
Q4 		$469K Buy
2,160
+1,127
+109% +$245K 0.19% 130
2015
Q3 		$214K Buy
+1,033
New +$210K 0.11% 165

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
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
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Dynamic Advisor Solutions's LMT Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Lockheed Martin (LMT) stake by 17% in Q2 2026, buying an estimated $861K and bringing the position to 10,713 shares worth $5.46M. The position accounts for 0.15% of the portfolio, ranked #154.

Dynamic Advisor Solutions first reported a position in LMT in Q3 2015 and has held it in 44 quarters since. The position peaked at $6.27M in Q3 2024. 487 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Dynamic Advisor Solutions held 10,713 shares of Lockheed Martin worth $5.46M as of Q2 2026.
  • Dynamic Advisor Solutions bought 1,593 Lockheed Martin shares in Q2 2026, an estimated $861K.
  • Lockheed Martin made up 0.15% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #154 holding.
  • Dynamic Advisor Solutions first reported a position in Lockheed Martin in Q3 2015 and has held it in 44 quarters since.
  • Dynamic Advisor Solutions's Lockheed Martin position peaked at $6.27M in Q3 2024.
  • 487 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.