Evernest Financial Advisors’s Lockheed Martin LMT Stock Holding History

Evernest 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	$1.05M	Sell	2,056 -98	-5%	-$53K	0.22%	75
2026 Q1	$1.11M	Buy	2,154 +79	+4%	+$48.7K	0.23%	67
2025 Q4	$1.32M	Sell	2,075 -407	-16%	-$195K	0.28%	58
2025 Q3	$1.24M	Sell	2,482 -37	-1%	-$16.8K	0.35%	56
2025 Q2	$1.17M	Buy	2,519 +111	+5%	+$52K	0.38%	55
2025 Q1	$1.08M	Buy	2,408 +37	+2%	+$17K	0.39%	60
2024 Q4	$1.15M	Sell	2,371 -356	-13%	-$194K	0.3%	58
2024 Q3	$1.59M	Sell	2,727 -269	-9%	-$144K	0.43%	38
2024 Q2	$1.4M	Sell	2,996 -9	-0.3%	-$4.16K	0.63%	29
2024 Q1	$1.39M	Sell	3,005 -384	-11%	-$168K	0.66%	31
2023 Q4	$1.54M	Buy	+3,389	New	+$1.5M	0.78%	31
2021 Q4	$1.41M	Buy	+3,299	New	+$1.14M	0.73%	29

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

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

Evernest Financial Advisors reduced its Lockheed Martin (LMT) stake by 4.5% in Q2 2026, selling an estimated $53K and leaving 2,056 shares worth $1.05M. The position accounts for 0.22% of the portfolio, ranked #75.

Evernest Financial Advisors first reported a position in LMT in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.59M in Q3 2024. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Evernest Financial Advisors held 2,056 shares of Lockheed Martin worth $1.05M as of Q2 2026.
Evernest Financial Advisors sold 98 Lockheed Martin shares in Q2 2026, an estimated $53K.
Lockheed Martin made up 0.22% of Evernest Financial Advisors's portfolio in Q2 2026, its #75 holding.
Evernest Financial Advisors first reported a position in Lockheed Martin in Q4 2021 and has held it in 12 quarters since.
Evernest Financial Advisors's Lockheed Martin position peaked at $1.59M in Q3 2024.
2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.