HI
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Hoey Investments’s Lockheed Martin LMT Stock Holding History

Hoey Investments’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 		$802K Buy
1,575
+80
+5% +$43.3K 0.1% 50
2026
Q1 		$904K Sell
1,495
-64
-4% -$39.4K 0.13% 42
2025
Q4 		$754K Sell
1,559
-95
-6% -$45.5K 0.1% 40
2025
Q3 		$826K Sell
1,654
-88
-5% -$39.9K 0.11% 43
2025
Q2 		$807K Sell
1,742
-100
-5% -$46.8K 0.12% 37
2025
Q1 		$823K Sell
1,842
-462
-20% -$213K 0.16% 30
2024
Q4 		$1.12M Buy
2,304
+583
+34% +$318K 0.19% 28
2024
Q3 		$804K Hold
1,721
– – 0.15% 39
2024
Q2 		$804K Sell
1,721
-130
-7% -$60.1K 0.15% 39
2024
Q1 		$842K Sell
1,851
-552
-23% -$242K 0.18% 37
2023
Q4 		$1.09M Sell
2,403
-145
-6% -$64.2K 0.31% 34
2023
Q3 		$1.04M Buy
2,548
+50
+2% +$22.2K 0.35% 42
2023
Q2 		$1.15M Sell
2,498
-11
-0.4% -$5.11K 0.37% 38
2023
Q1 		$1.19M Buy
2,509
+59
+2% +$27.7K 0.46% 40
2022
Q4 		$1.19M Buy
2,450
+139
+6% +$64.6K 0.51% 37
2022
Q3 		$893K Sell
2,311
-10
-0.4% -$4.18K 0.35% 53
2022
Q2 		$998K Sell
2,321
-111
-5% -$48.7K 0.43% 26
2022
Q1 		$1.07M Buy
2,432
+68
+3% +$27.6K 0.29% 32
2021
Q4 		$840K Sell
2,364
-1,254
-35% -$434K 0.21% 35
2021
Q3 		$1.25M Sell
3,618
-579
-14% -$210K 0.37% 35
2021
Q2 		$1.59M Buy
4,197
+209
+5% +$80.4K 0.47% 34
2021
Q1 		$1.47M Buy
3,988
+1,284
+47% +$441K 0.5% 26
2020
Q4 		$960K Buy
2,704
+131
+5% +$48.2K 0.34% 22
2020
Q3 		$986K Buy
2,573
+10
+0.4% +$3.82K 0.4% 25
2020
Q2 		$935K Buy
+2,563
New +$968K 0.46% 30
2020
Q1 		– Sell
-6,934
Closed -$2.7M – 144
2019
Q4 		$2.7M Buy
+6,934
New +$2.66M 1.92% 17

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

Hoey Investments's LMT Position: Q2 2026 in Review

Hoey Investments increased its Lockheed Martin (LMT) stake by 5.4% in Q2 2026, buying an estimated $43.3K and bringing the position to 1,575 shares worth $802K. The position accounts for 0.1% of the portfolio, ranked #50.

Hoey Investments first reported a position in LMT in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.7M in Q4 2019. 1,088 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Hoey Investments held 1,575 shares of Lockheed Martin worth $802K as of Q2 2026.
  • Hoey Investments bought 80 Lockheed Martin shares in Q2 2026, an estimated $43.3K.
  • Lockheed Martin made up 0.1% of Hoey Investments's portfolio in Q2 2026, its #50 holding.
  • Hoey Investments first reported a position in Lockheed Martin in Q4 2019 and has held it in 26 quarters since.
  • Hoey Investments's Lockheed Martin position peaked at $2.7M in Q4 2019.
  • 1,088 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.