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Elevated Capital Advisors’s Lockheed Martin LMT Stock Holding History

Elevated Capital 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 		$228K Sell
447
-260
-37% -$141K 0.06% 239
2026
Q1 		$427K Sell
707
-88
-11% -$54.2K 0.11% 197
2025
Q4 		$385K Sell
795
-202
-20% -$96.7K 0.09% 219
2025
Q3 		$498K Sell
997
-113
-10% -$51.3K 0.12% 193
2025
Q2 		$496K Hold
1,110
– – 0.14% 190
2025
Q1 		$496K Sell
1,110
-9
-0.8% -$4.14K 0.14% 190
2024
Q4 		$544K Buy
1,119
+19
+2% +$10.4K 0.15% 188
2024
Q3 		$643K Buy
1,100
+35
+3% +$18.8K 0.17% 184
2024
Q2 		$497K Buy
1,065
+147
+16% +$67.9K 0.14% 175
2024
Q1 		$418K Buy
918
+99
+12% +$43.4K 0.12% 141
2023
Q4 		$371K Buy
819
+110
+16% +$48.7K 0.12% 146
2023
Q3 		$290K Buy
709
+24
+4% +$10.6K 0.1% 152
2023
Q2 		$315K Buy
685
+63
+10% +$29.2K 0.11% 156
2023
Q1 		$294K Buy
622
+17
+3% +$7.97K 0.11% 153
2022
Q4 		$294K Buy
+605
New +$281K 0.11% 141

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

Elevated Capital Advisors's LMT Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Lockheed Martin (LMT) stake by 37% in Q2 2026, selling an estimated $141K and leaving 447 shares worth $228K. The position accounts for 0.06% of the portfolio, ranked #239.

Elevated Capital Advisors first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $643K in Q3 2024. 2,787 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Elevated Capital Advisors held 447 shares of Lockheed Martin worth $228K as of Q2 2026.
  • Elevated Capital Advisors sold 260 Lockheed Martin shares in Q2 2026, an estimated $141K.
  • Lockheed Martin made up 0.06% of Elevated Capital Advisors's portfolio in Q2 2026, its #239 holding.
  • Elevated Capital Advisors first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
  • Elevated Capital Advisors's Lockheed Martin position peaked at $643K in Q3 2024.
  • 2,787 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.