Global Assets Advisory’s Lockheed Martin LMT Stock Holding History

Global Assets Advisory’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	$591K	Buy	1,139 +3	+0.3%	+$1.62K	0.13%	167
2026 Q1	$687K	Buy	1,136 +57	+5%	+$35.1K	0.2%	93
2025 Q4	$522K	Buy	1,079 +48	+5%	+$23K	0.15%	145
2025 Q3	$515K	Sell	1,031 -1,748	-63%	-$793K	0.15%	145
2025 Q2	$1.29M	Sell	2,779 -3,060	-52%	-$1.43M	0.51%	49
2025 Q1	$2.64M	Buy	+5,839	New	+$2.69M	0.5%	46
2024 Q4	–	Sell	-753	Closed	-$456K	–	163
2024 Q3	$456K	Buy	+753	New	+$404K	0.25%	90
2024 Q2	–	Sell	-162,651	Closed	-$359K	–	319
2024 Q1	$359K	Buy	+162,651	New	+$71.3M	0.02%	376
2023 Q3	–	Sell	-450	Closed	-$207K	–	138
2023 Q2	$207K	Sell	450 -80	-15%	-$37.1K	0.19%	111
2023 Q1	$266K	Buy	+530	New	+$249K	0.27%	94

Other funds holding LMT

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

Global Assets Advisory's LMT Position: Q2 2026 in Review

Global Assets Advisory increased its Lockheed Martin (LMT) stake by 0.26% in Q2 2026, buying an estimated $1.62K and bringing the position to 1,139 shares worth $591K. The position accounts for 0.13% of the portfolio, ranked #167.

Global Assets Advisory first reported a position in LMT in Q1 2023 and has held it in 10 quarters since. The position peaked at $2.64M in Q1 2025. 1,039 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Global Assets Advisory held 1,139 shares of Lockheed Martin worth $591K as of Q2 2026.
Global Assets Advisory bought 3 Lockheed Martin shares in Q2 2026, an estimated $1.62K.
Lockheed Martin made up 0.13% of Global Assets Advisory's portfolio in Q2 2026, its #167 holding.
Global Assets Advisory first reported a position in Lockheed Martin in Q1 2023 and has held it in 10 quarters since.
Global Assets Advisory's Lockheed Martin position peaked at $2.64M in Q1 2025.
1,039 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.