HCR Wealth Advisors’s Lockheed Martin LMT Stock Holding History

HCR Wealth 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	$763K	Buy	1,498 +4	+0.3%	+$2.16K	0.07%	134
2026 Q1	$903K	Buy	1,494 +4	+0.3%	+$2.46K	0.09%	119
2025 Q4	$721K	Hold	1,490	–	–	0.07%	128
2025 Q3	$744K	Buy	1,490 +500	+51%	+$227K	0.08%	121
2025 Q2	$459K	Hold	990	–	–	0.05%	148
2025 Q1	$442K	Sell	990 -100	-9%	-$46K	0.06%	150
2024 Q4	$530K	Sell	1,090 -371	-25%	-$202K	0.07%	136
2024 Q3	$854K	Buy	1,461 +500	+52%	+$268K	0.11%	107
2024 Q2	$449K	Hold	961	–	–	0.06%	137
2024 Q1	$437K	Buy	961 +447	+87%	+$196K	0.07%	136
2023 Q4	$233K	Buy	+514	New	+$228K	0.04%	182

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

Focused Investors Los Angeles, California $2.96B AUM 15.6% 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

HCR Wealth Advisors's LMT Position: Q2 2026 in Review

HCR Wealth Advisors increased its Lockheed Martin (LMT) stake by 0.27% in Q2 2026, buying an estimated $2.16K and bringing the position to 1,498 shares worth $763K. The position accounts for 0.07% of the portfolio, ranked #134.

HCR Wealth Advisors first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $903K in Q1 2026. 1,088 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

HCR Wealth Advisors held 1,498 shares of Lockheed Martin worth $763K as of Q2 2026.
HCR Wealth Advisors bought 4 Lockheed Martin shares in Q2 2026, an estimated $2.16K.
Lockheed Martin made up 0.07% of HCR Wealth Advisors's portfolio in Q2 2026, its #134 holding.
HCR Wealth Advisors first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
HCR Wealth Advisors's Lockheed Martin position peaked at $903K in Q1 2026.
1,088 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.