EWM
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Empirical Wealth Management’s Lockheed Martin LMT Stock Holding History

Empirical Wealth Management’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 		$1.81M Sell
3,546
-402
-10% -$217K 0.03% 289
2026
Q1 		$2.39M Buy
3,948
+2,493
+171% +$1.54M 0.04% 233
2025
Q4 		$704K Sell
1,455
-1,111
-43% -$532K 0.01% 414
2025
Q3 		$1.28M Sell
2,566
-9,485
-79% -$4.3M 0.03% 295
2025
Q2 		$5.58M Buy
12,051
+355
+3% +$166K 0.13% 123
2025
Q1 		$5.22M Buy
11,696
+9,714
+490% +$4.47M 0.13% 128
2024
Q4 		$963K Sell
1,982
-82
-4% -$44.7K 0.03% 283
2024
Q3 		$1.21M Buy
2,064
+592
+40% +$318K 0.03% 250
2024
Q2 		$687K Buy
1,472
+344
+30% +$159K 0.02% 297
2024
Q1 		$513K Sell
1,128
-111
-9% -$48.6K 0.02% 339
2023
Q4 		$561K Sell
1,239
-18
-1% -$7.97K 0.02% 306
2023
Q3 		$514K Sell
1,257
-597
-32% -$265K 0.02% 302
2023
Q2 		$854K Sell
1,854
-6,418
-78% -$2.98M 0.03% 245
2023
Q1 		$3.91M Buy
8,272
+859
+12% +$403K 0.17% 97
2022
Q4 		$3.61M Buy
7,413
+464
+7% +$216K 0.17% 96
2022
Q3 		$2.68M Buy
6,949
+1,323
+24% +$552K 0.14% 108
2022
Q2 		$2.42M Buy
5,626
+4,253
+310% +$1.87M 0.13% 111
2022
Q1 		$606K Sell
1,373
-385
-22% -$156K 0.03% 294
2021
Q4 		$625K Buy
1,758
+23
+1% +$7.96K 0.03% 295
2021
Q3 		$599K Sell
1,735
-955
-36% -$346K 0.03% 262
2021
Q2 		$1.02M Buy
2,690
+769
+40% +$296K 0.06% 185
2021
Q1 		$710K Sell
1,921
-400
-17% -$137K 0.06% 203
2020
Q4 		$824K Sell
2,321
-232
-9% -$85.3K 0.06% 176
2020
Q3 		$978K Buy
2,553
+111
+5% +$42.4K 0.08% 138
2020
Q2 		$891K Sell
2,442
-224
-8% -$84.6K 0.08% 137
2020
Q1 		$904K Buy
2,666
+1,480
+125% +$582K 0.1% 121
2019
Q4 		$462K Buy
1,186
+172
+17% +$66K 0.05% 200
2019
Q3 		$396K Buy
1,014
+456
+82% +$171K 0.05% 200
2019
Q2 		$203K Buy
+558
New +$187K 0.03% 251

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

Empirical Wealth Management's LMT Position: Q2 2026 in Review

Empirical Wealth Management reduced its Lockheed Martin (LMT) stake by 10% in Q2 2026, selling an estimated $217K and leaving 3,546 shares worth $1.81M. The position accounts for 0.03% of the portfolio, ranked #289.

Empirical Wealth Management first reported a position in LMT in Q2 2019 and has held it in 29 quarters since. The position peaked at $5.58M in Q2 2025. 991 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Empirical Wealth Management held 3,546 shares of Lockheed Martin worth $1.81M as of Q2 2026.
  • Empirical Wealth Management sold 402 Lockheed Martin shares in Q2 2026, an estimated $217K.
  • Lockheed Martin made up 0.03% of Empirical Wealth Management's portfolio in Q2 2026, its #289 holding.
  • Empirical Wealth Management first reported a position in Lockheed Martin in Q2 2019 and has held it in 29 quarters since.
  • Empirical Wealth Management's Lockheed Martin position peaked at $5.58M in Q2 2025.
  • 991 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.