HWAM
LMT icon

Hennion & Walsh Asset Management’s Lockheed Martin LMT Stock Holding History

Hennion & Walsh Asset Management’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 		$9.42M Buy
18,490
+965
+6% +$522K 0.27% 79
2026
Q1 		$10.6M Buy
17,525
+1,842
+12% +$1.13M 0.36% 48
2025
Q4 		$7.59M Buy
15,683
+875
+6% +$419K 0.26% 77
2025
Q3 		$7.39M Buy
14,808
+1,885
+15% +$855K 0.27% 71
2025
Q2 		$5.99M Buy
12,923
+3,471
+37% +$1.62M 0.24% 78
2025
Q1 		$4.22M Buy
9,452
+1,906
+25% +$877K 0.19% 132
2024
Q4 		$3.67M Buy
7,546
+1,945
+35% +$1.06M 0.17% 152
2024
Q3 		$3.27M Sell
5,601
-537
-9% -$288K 0.15% 177
2024
Q2 		$2.87M Buy
6,138
+2
+0% +$924 0.15% 176
2024
Q1 		$2.79M Sell
6,136
-1,032
-14% -$452K 0.15% 188
2023
Q4 		$3.25M Sell
7,168
-1,057
-13% -$468K 0.19% 147
2023
Q3 		$3.36M Sell
8,225
-2,218
-21% -$984K 0.21% 117
2023
Q2 		$4.81M Sell
10,443
-3,673
-26% -$1.7M 0.29% 78
2023
Q1 		$6.67M Sell
14,116
-81
-0.6% -$38K 0.41% 51
2022
Q4 		$6.91M Buy
14,197
+978
+7% +$454K 0.43% 53
2022
Q3 		$5.11M Buy
13,219
+1,468
+12% +$613K 0.34% 66
2022
Q2 		$5.05M Buy
11,751
+1,538
+15% +$675K 0.31% 76
2022
Q1 		$4.51M Buy
10,213
+1,115
+12% +$452K 0.24% 109
2021
Q4 		$3.23M Buy
9,098
+1,429
+19% +$494K 0.16% 178
2021
Q3 		$2.65M Buy
7,669
+1,772
+30% +$641K 0.14% 207
2021
Q2 		$2.23M Buy
5,897
+1,783
+43% +$686K 0.12% 226
2021
Q1 		$1.52M Buy
+4,114
New +$1.41M 0.09% 276

Other funds holding LMT

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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Hennion & Walsh Asset Management's LMT Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Lockheed Martin (LMT) stake by 5.5% in Q2 2026, buying an estimated $522K and bringing the position to 18,490 shares worth $9.42M. The position accounts for 0.27% of the portfolio, ranked #79.

Hennion & Walsh Asset Management first reported a position in LMT in Q1 2021 and has held it in 22 quarters since. The position peaked at $10.6M in Q1 2026. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Hennion & Walsh Asset Management held 18,490 shares of Lockheed Martin worth $9.42M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 965 Lockheed Martin shares in Q2 2026, an estimated $522K.
  • Lockheed Martin made up 0.27% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #79 holding.
  • Hennion & Walsh Asset Management first reported a position in Lockheed Martin in Q1 2021 and has held it in 22 quarters since.
  • Hennion & Walsh Asset Management's Lockheed Martin position peaked at $10.6M in Q1 2026.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.