HWA
LMT icon

HMV Wealth Advisors’s Lockheed Martin LMT Stock Holding History

HMV 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 		$424K Hold
833
– – 0.17% 60
2026
Q1 		$503K Sell
833
-1
-0.1% -$616 0.24% 50
2025
Q4 		$403K Sell
834
-208
-20% -$99.5K 0.2% 55
2025
Q3 		$520K Sell
1,042
-42
-4% -$19.1K 0.29% 48
2025
Q2 		$502K Hold
1,084
– – 0.33% 50
2025
Q1 		$484K Hold
1,084
– – 0.38% 52
2024
Q4 		$527K Buy
+1,084
New +$591K 0.53% 51

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

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

HMV Wealth Advisors held its Lockheed Martin (LMT) position steady in Q2 2026 at 833 shares worth $424K. The position accounts for 0.17% of the portfolio, ranked #60.

HMV Wealth Advisors first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $527K in Q4 2024. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • HMV Wealth Advisors held 833 shares of Lockheed Martin worth $424K as of Q2 2026.
  • HMV Wealth Advisors left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.17% of HMV Wealth Advisors's portfolio in Q2 2026, its #60 holding.
  • HMV Wealth Advisors first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • HMV Wealth Advisors's Lockheed Martin position peaked at $527K in Q4 2024.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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