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Everpar Advisors’s Lockheed Martin LMT Stock Holding History

Everpar 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 		$381K Sell
748
-53
-7% -$28.7K 0.11% 180
2026
Q1 		$484K Buy
801
+86
+12% +$53K 0.17% 136
2025
Q4 		$346K Sell
715
-35
-5% -$16.8K 0.13% 171
2025
Q3 		$374K Buy
750
+190
+34% +$86.2K 0.15% 161
2025
Q2 		$259K Buy
560
+56
+11% +$26.2K 0.12% 222
2025
Q1 		$225K Sell
504
-240
-32% -$110K 0.12% 235
2024
Q4 		$361K Sell
744
-29
-4% -$15.8K 0.18% 149
2024
Q3 		$452K Sell
773
-162
-17% -$87K 0.23% 133
2024
Q2 		$437K Buy
935
+220
+31% +$102K 0.22% 145
2024
Q1 		$325K Sell
715
-246
-26% -$108K 0.2% 166
2023
Q4 		$436K Buy
+961
New +$426K 0.2% 173

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

Everpar Advisors's LMT Position: Q2 2026 in Review

Everpar Advisors reduced its Lockheed Martin (LMT) stake by 6.6% in Q2 2026, selling an estimated $28.7K and leaving 748 shares worth $381K. The position accounts for 0.11% of the portfolio, ranked #180.

Everpar Advisors first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $484K in Q1 2026. 487 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Everpar Advisors held 748 shares of Lockheed Martin worth $381K as of Q2 2026.
  • Everpar Advisors sold 53 Lockheed Martin shares in Q2 2026, an estimated $28.7K.
  • Lockheed Martin made up 0.11% of Everpar Advisors's portfolio in Q2 2026, its #180 holding.
  • Everpar Advisors first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
  • Everpar Advisors's Lockheed Martin position peaked at $484K in Q1 2026.
  • 487 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.