EWA
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EverSource Wealth Advisors’s Lockheed Martin LMT Stock Holding History

EverSource Wealth 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 		$1.93M Sell
3,795
-1,193
-24% -$645K 0.07% 224
2026
Q1 		$3.01M Buy
4,988
+1,685
+51% +$1.04M 0.09% 165
2025
Q4 		$1.6M Buy
3,303
+1,002
+44% +$480K 0.06% 235
2025
Q3 		$1.15M Sell
2,301
-312
-12% -$142K 0.05% 279
2025
Q2 		$1.21M Buy
2,613
+84
+3% +$39.3K 0.05% 235
2025
Q1 		$1.13M Buy
2,529
+229
+10% +$105K 0.06% 224
2024
Q4 		$1.12M Sell
2,300
-815
-26% -$444K 0.06% 226
2024
Q3 		$1.82M Buy
3,115
+95
+3% +$51K 0.12% 150
2024
Q2 		$1.64M Buy
3,020
+1,895
+168% +$876K 0.11% 150
2024
Q1 		$523K Buy
1,125
+225
+25% +$98.6K 0.04% 261
2023
Q4 		$408K Sell
900
-417
-32% -$185K 0.04% 278
2023
Q3 		$539K Sell
1,317
-95
-7% -$42.1K 0.06% 221
2023
Q2 		$650K Buy
1,412
+9
+0.6% +$4.18K 0.07% 201
2023
Q1 		$663K Buy
1,403
+99
+8% +$46.4K 0.08% 185
2022
Q4 		$634K Sell
1,304
-282
-18% -$131K 0.1% 169
2022
Q3 		$614K Sell
1,586
-105
-6% -$43.8K 0.14% 144
2022
Q2 		$727K Buy
1,691
+102
+6% +$44.8K 0.19% 99
2022
Q1 		$702K Buy
1,589
+541
+52% +$219K 0.18% 113
2021
Q4 		$373K Buy
+1,048
New +$362K 0.1% 152

Other funds holding LMT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

EverSource Wealth Advisors's LMT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Lockheed Martin (LMT) stake by 24% in Q2 2026, selling an estimated $645K and leaving 3,795 shares worth $1.93M. The position accounts for 0.07% of the portfolio, ranked #224.

EverSource Wealth Advisors first reported a position in LMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.01M in Q1 2026. 1,183 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • EverSource Wealth Advisors held 3,795 shares of Lockheed Martin worth $1.93M as of Q2 2026.
  • EverSource Wealth Advisors sold 1,193 Lockheed Martin shares in Q2 2026, an estimated $645K.
  • Lockheed Martin made up 0.07% of EverSource Wealth Advisors's portfolio in Q2 2026, its #224 holding.
  • EverSource Wealth Advisors first reported a position in Lockheed Martin in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Lockheed Martin position peaked at $3.01M in Q1 2026.
  • 1,183 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.