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Hapanowicz & Associates Financial Services’s Lockheed Martin LMT Stock Holding History

Hapanowicz & Associates Financial Services’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
2020
Q1 		– Sell
-1,200
Closed -$4K – 20
2019
Q4 		$4K Buy
+1,200
New +$460K ﹤0.01% 23

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Wealth Enhancement Advisory Services
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CF
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CIM
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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

Hapanowicz & Associates Financial Services's LMT Position: Q2 2026 in Review

Hapanowicz & Associates Financial Services reduced its Lockheed Martin (LMT) stake by 0.9% in Q2 2026, selling an estimated $5.95K and leaving 1,206 shares worth $614K. The position accounts for 0.19% of the portfolio, ranked #25.

Hapanowicz & Associates Financial Services first reported a position in LMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $736K in Q1 2026. 1,239 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Hapanowicz & Associates Financial Services held 1,206 shares of Lockheed Martin worth $614K as of Q2 2026.
  • Hapanowicz & Associates Financial Services sold 11 Lockheed Martin shares in Q2 2026, an estimated $5.95K.
  • Lockheed Martin made up 0.19% of Hapanowicz & Associates Financial Services's portfolio in Q2 2026, its #25 holding.
  • Hapanowicz & Associates Financial Services first reported a position in Lockheed Martin in Q4 2019 and has held it in 27 quarters since.
  • Hapanowicz & Associates Financial Services's Lockheed Martin position peaked at $736K in Q1 2026.
  • 1,239 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.