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Hamilton Point Investment Advisors’s Lockheed Martin LMT Stock Holding History

Hamilton Point Investment 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 		$567K Sell
1,113
-20
-2% -$10.8K 0.08% 101
2026
Q1 		$685K Sell
1,133
-21
-2% -$12.9K 0.11% 87
2025
Q4 		$558K Buy
1,154
+127
+12% +$60.8K 0.08% 93
2025
Q3 		$513K Hold
1,027
– – 0.08% 97
2025
Q2 		$476K Hold
1,027
– – 0.08% 97
2025
Q1 		$459K Sell
1,027
-23
-2% -$10.6K 0.08% 92
2024
Q4 		$510K Buy
1,050
+23
+2% +$12.5K 0.09% 91
2024
Q3 		$600K Hold
1,027
– – 0.11% 82
2024
Q2 		$480K Hold
1,027
– – 0.09% 84
2024
Q1 		$467K Hold
1,027
– – 0.09% 86
2023
Q4 		$465K Buy
+1,027
New +$455K 0.09% 92

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 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
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

Hamilton Point Investment Advisors's LMT Position: Q2 2026 in Review

Hamilton Point Investment Advisors reduced its Lockheed Martin (LMT) stake by 1.8% in Q2 2026, selling an estimated $10.8K and leaving 1,113 shares worth $567K. The position accounts for 0.08% of the portfolio, ranked #101.

Hamilton Point Investment Advisors first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $685K in Q1 2026. 1,087 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Hamilton Point Investment Advisors held 1,113 shares of Lockheed Martin worth $567K as of Q2 2026.
  • Hamilton Point Investment Advisors sold 20 Lockheed Martin shares in Q2 2026, an estimated $10.8K.
  • Lockheed Martin made up 0.08% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #101 holding.
  • Hamilton Point Investment Advisors first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
  • Hamilton Point Investment Advisors's Lockheed Martin position peaked at $685K in Q1 2026.
  • 1,087 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.