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Helen Stephens Group’s Lockheed Martin LMT Stock Holding History

Helen Stephens Group’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 		$452K Buy
888
+4
+0.5% +$2.16K 0.08% 95
2026
Q1 		$535K Sell
884
-223
-20% -$137K 0.11% 77
2025
Q4 		$536K Buy
1,107
+241
+28% +$115K 0.11% 67
2025
Q3 		$432K Sell
866
-142
-14% -$64.4K 0.1% 72
2025
Q2 		$467K Sell
1,008
-1,217
-55% -$570K 0.12% 60
2025
Q1 		$994K Buy
2,225
+30
+1% +$13.8K 0.28% 41
2024
Q4 		$1.07M Sell
2,195
-29
-1% -$15.8K 0.32% 40
2024
Q3 		$1.3M Buy
2,224
+11
+0.5% +$5.91K 0.39% 37
2024
Q2 		$1.03M Hold
2,213
– – 0.36% 38
2024
Q1 		$1.01M Buy
2,213
+23
+1% +$10.1K 0.39% 33
2023
Q4 		$992K Buy
2,190
+410
+23% +$182K 0.44% 31
2023
Q3 		$728K Hold
1,780
– – 0.38% 36
2023
Q2 		$819K Hold
1,780
– – 0.41% 35
2023
Q1 		$841K Sell
1,780
-4
-0.2% -$1.88K 0.44% 35
2022
Q4 		$868K Sell
1,784
-108
-6% -$50.2K 0.52% 33
2022
Q3 		$731K Sell
1,892
-35
-2% -$14.6K 0.51% 32
2022
Q2 		$828K Buy
1,927
+2
+0.1% +$878 0.59% 27
2022
Q1 		$850K Buy
1,925
+155
+9% +$62.8K 0.59% 25
2021
Q4 		$629K Buy
+1,770
New +$612K 0.5% 26

Other funds holding LMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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 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

Helen Stephens Group's LMT Position: Q2 2026 in Review

Helen Stephens Group increased its Lockheed Martin (LMT) stake by 0.45% in Q2 2026, buying an estimated $2.16K and bringing the position to 888 shares worth $452K. The position accounts for 0.08% of the portfolio, ranked #95.

Helen Stephens Group first reported a position in LMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.3M in Q3 2024. 1,322 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Helen Stephens Group held 888 shares of Lockheed Martin worth $452K as of Q2 2026.
  • Helen Stephens Group bought 4 Lockheed Martin shares in Q2 2026, an estimated $2.16K.
  • Lockheed Martin made up 0.08% of Helen Stephens Group's portfolio in Q2 2026, its #95 holding.
  • Helen Stephens Group first reported a position in Lockheed Martin in Q4 2021 and has held it in 19 quarters since.
  • Helen Stephens Group's Lockheed Martin position peaked at $1.3M in Q3 2024.
  • 1,322 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.