GA
LMT icon

Goldstein Advisors’s Lockheed Martin LMT Stock Holding History

Goldstein 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 		$210K Sell
412
-36
-8% -$19.5K 0.02% 241
2026
Q1 		$271K Buy
448
+4
+0.9% +$2.46K 0.03% 167
2025
Q4 		$215K Hold
444
– – 0.02% 200
2025
Q3 		$222K Hold
444
– – 0.03% 190
2025
Q2 		$206K Sell
444
-517
-54% -$242K 0.03% 187
2025
Q1 		$429K Sell
961
-749
-44% -$345K 0.06% 101
2024
Q4 		$831K Sell
1,710
-3
-0.2% -$1.64K 0.12% 65
2024
Q3 		$1M Sell
1,713
-18
-1% -$9.66K 0.15% 55
2024
Q2 		$809K Buy
1,731
+21
+1% +$9.71K 0.14% 57
2024
Q1 		$778K Buy
1,710
+12
+0.7% +$5.26K 0.13% 58
2023
Q4 		$770K Sell
1,698
-65
-4% -$28.8K 0.13% 83
2023
Q3 		$721K Buy
1,763
+73
+4% +$32.4K 0.15% 56
2023
Q2 		$778K Hold
1,690
– – 0.16% 55
2023
Q1 		$799K Sell
1,690
-2
-0.1% -$938 0.18% 53
2022
Q4 		$823K Buy
+1,692
New +$786K 0.2% 53

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

Goldstein Advisors's LMT Position: Q2 2026 in Review

Goldstein Advisors reduced its Lockheed Martin (LMT) stake by 8% in Q2 2026, selling an estimated $19.5K and leaving 412 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #241.

Goldstein Advisors first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1M in Q3 2024. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Goldstein Advisors held 412 shares of Lockheed Martin worth $210K as of Q2 2026.
  • Goldstein Advisors sold 36 Lockheed Martin shares in Q2 2026, an estimated $19.5K.
  • Lockheed Martin made up 0.02% of Goldstein Advisors's portfolio in Q2 2026, its #241 holding.
  • Goldstein Advisors first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
  • Goldstein Advisors's Lockheed Martin position peaked at $1M in Q3 2024.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.