HIA
LMT icon

Harbor Investment Advisory’s Lockheed Martin LMT Stock Holding History

Harbor Investment 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 		$950K Buy
1,864
+9
+0.5% +$4.87K 0.07% 214
2026
Q1 		$1.12M Sell
1,855
-119
-6% -$73.3K 0.09% 175
2025
Q4 		$955K Sell
1,974
-203
-9% -$97.1K 0.07% 200
2025
Q3 		$1.09M Buy
2,177
+56
+3% +$25.4K 0.09% 170
2025
Q2 		$982K Sell
2,121
-803
-27% -$376K 0.09% 175
2025
Q1 		$1.31M Sell
2,924
-130
-4% -$59.8K 0.13% 129
2024
Q4 		$1.48M Sell
3,054
-1
-0% -$545 0.14% 114
2024
Q3 		$1.79M Buy
3,055
+63
+2% +$33.8K 0.18% 95
2024
Q2 		$1.4M Sell
2,992
-24
-0.8% -$11.1K 0.15% 111
2024
Q1 		$1.37M Sell
3,016
-644
-18% -$282K 0.14% 113
2023
Q4 		$1.66M Sell
3,660
-145
-4% -$64.2K 0.19% 93
2023
Q3 		$1.56M Buy
3,805
+2
+0.1% +$887 0.2% 86
2023
Q2 		$1.75M Sell
3,803
-28
-0.7% -$13K 0.24% 80
2023
Q1 		$1.81M Sell
3,831
-41
-1% -$19.2K 0.27% 80
2022
Q4 		$1.88M Sell
3,872
-215
-5% -$99.9K 0.29% 74
2022
Q3 		$1.58M Sell
4,087
-5
-0.1% -$2.09K 0.26% 82
2022
Q2 		$1.76M Buy
4,092
+15
+0.4% +$6.59K 0.28% 76
2022
Q1 		$1.8M Buy
4,077
+96
+2% +$38.9K 0.24% 87
2021
Q4 		$1.42M Sell
3,981
-245
-6% -$84.7K 0.18% 106
2021
Q3 		$1.46M Sell
4,226
-508
-11% -$184K 0.2% 93
2021
Q2 		$1.79M Sell
4,734
-199
-4% -$76.5K 0.24% 82
2021
Q1 		$1.82M Buy
4,933
+81
+2% +$27.8K 0.27% 75
2020
Q4 		$1.72M Buy
4,852
+216
+5% +$79.4K 0.28% 78
2020
Q3 		$1.78M Buy
4,636
+890
+24% +$340K 0.34% 65
2020
Q2 		$1.37M Buy
3,746
+236
+7% +$89.1K 0.29% 72
2020
Q1 		$1.19M Buy
3,510
+304
+9% +$120K 0.32% 71
2019
Q4 		$1.25M Buy
+3,206
New +$1.23M 0.29% 79

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
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

Harbor Investment Advisory's LMT Position: Q2 2026 in Review

Harbor Investment Advisory increased its Lockheed Martin (LMT) stake by 0.49% in Q2 2026, buying an estimated $4.87K and bringing the position to 1,864 shares worth $950K. The position accounts for 0.07% of the portfolio, ranked #214.

Harbor Investment Advisory first reported a position in LMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.88M in Q4 2022. 1,072 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Harbor Investment Advisory held 1,864 shares of Lockheed Martin worth $950K as of Q2 2026.
  • Harbor Investment Advisory bought 9 Lockheed Martin shares in Q2 2026, an estimated $4.87K.
  • Lockheed Martin made up 0.07% of Harbor Investment Advisory's portfolio in Q2 2026, its #214 holding.
  • Harbor Investment Advisory first reported a position in Lockheed Martin in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's Lockheed Martin position peaked at $1.88M in Q4 2022.
  • 1,072 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.