HVIA
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Hudson Valley Investment Advisors’s Lockheed Martin LMT Stock Holding History

Hudson Valley Investment 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 		$507K Sell
995
-92
-8% -$49.7K 0.06% 110
2026
Q1 		$657K Sell
1,087
-309
-22% -$190K 0.09% 104
2025
Q4 		$675K Hold
1,396
– – 0.07% 108
2025
Q3 		$697K Sell
1,396
-28
-2% -$12.7K 0.07% 114
2025
Q2 		$660K Sell
1,424
-159
-10% -$74.4K 0.07% 114
2025
Q1 		$707K Sell
1,583
-233
-13% -$107K 0.08% 106
2024
Q4 		$883K Sell
1,816
-99
-5% -$54K 0.1% 101
2024
Q3 		$1.12M Sell
1,915
-148
-7% -$79.5K 0.12% 98
2024
Q2 		$946K Buy
2,063
+190
+10% +$87.8K 0.12% 99
2024
Q1 		$852K Sell
1,873
-115
-6% -$50.4K 0.1% 104
2023
Q4 		$912K Sell
1,988
-224
-10% -$99.2K 0.12% 102
2023
Q3 		$905K Sell
2,212
-87
-4% -$38.6K 0.13% 105
2023
Q2 		$1.06M Sell
2,299
-14
-0.6% -$6.5K 0.14% 109
2023
Q1 		$1.09M Sell
2,313
-76
-3% -$35.6K 0.15% 113
2022
Q4 		$1.16M Sell
2,389
-333
-12% -$155K 0.18% 107
2022
Q3 		$1.05M Sell
2,722
-243
-8% -$101K 0.17% 110
2022
Q2 		$1.27M Sell
2,965
-362
-11% -$159K 0.2% 102
2022
Q1 		$1.47M Sell
3,327
-650
-16% -$263K 0.2% 97
2021
Q4 		$1.41M Sell
3,977
-260
-6% -$89.9K 0.22% 80
2021
Q3 		$1.46M Sell
4,237
-705
-14% -$255K 0.25% 77
2021
Q2 		$1.87M Sell
4,942
-1,980
-29% -$761K 0.33% 68
2021
Q1 		$2.56M Sell
6,922
-1,195
-15% -$410K 0.46% 59
2020
Q4 		$2.88M Buy
8,117
+245
+3% +$90.1K 0.55% 52
2020
Q3 		$3.02M Buy
7,872
+1,353
+21% +$516K 0.65% 47
2020
Q2 		$2.38M Buy
6,519
+40
+0.6% +$15.1K 0.55% 53
2020
Q1 		$2.2M Buy
6,479
+2,270
+54% +$893K 0.61% 49
2019
Q4 		$1.64M Buy
4,209
+20
+0.5% +$7.67K 0.35% 69
2019
Q3 		$1.63M Buy
4,189
+110
+3% +$41.4K 0.38% 63
2019
Q2 		$1.48M Buy
4,079
+55
+1% +$18.4K 0.34% 73
2019
Q1 		$1.21M Sell
4,024
-775
-16% -$227K 0.29% 78
2018
Q4 		$1.26M Buy
4,799
+804
+20% +$244K 0.29% 85
2018
Q3 		$1.38M Sell
3,995
-185
-4% -$59.7K 0.32% 80
2018
Q2 		$1.24M Sell
4,180
-250
-6% -$80.6K 0.3% 85
2018
Q1 		$1.5M Sell
4,430
-72
-2% -$24.5K 0.38% 75
2017
Q4 		$1.45M Sell
4,502
-95
-2% -$29.9K 0.36% 78
2017
Q3 		$1.43M Buy
4,597
+5
+0.1% +$1.49K 0.37% 73
2017
Q2 		$1.27M Buy
4,592
+25
+0.5% +$6.87K 0.35% 75
2017
Q1 		$1.22M Buy
4,567
+220
+5% +$57.6K 0.34% 77
2016
Q4 		$1.09M Buy
4,347
+131
+3% +$32.7K 0.32% 80
2016
Q3 		$1.01M Buy
4,216
+50
+1% +$12.5K 0.31% 79
2016
Q2 		$1.03M Buy
4,166
+111
+3% +$26.2K 0.33% 78
2016
Q1 		$898K Buy
4,055
+1,565
+63% +$337K 0.29% 83
2015
Q4 		$541K Sell
2,490
-25
-1% -$5.42K 0.17% 105
2015
Q3 		$521K Sell
2,515
-200
-7% -$40.7K 0.17% 102
2015
Q2 		$505K Buy
2,715
+370
+16% +$71.2K 0.16% 101
2015
Q1 		$476K Buy
2,345
+225
+11% +$44.4K 0.16% 95
2014
Q4 		$408K Buy
2,120
+220
+12% +$40.8K 0.17% 90
2014
Q3 		$347K Buy
1,900
+247
+15% +$42K 0.15% 95
2014
Q2 		$266K Buy
1,653
+388
+31% +$63.1K 0.12% 112
2014
Q1 		$206K Buy
+1,265
New +$199K 0.09% 117

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

Hudson Valley Investment Advisors's LMT Position: Q2 2026 in Review

Hudson Valley Investment Advisors reduced its Lockheed Martin (LMT) stake by 8.5% in Q2 2026, selling an estimated $49.7K and leaving 995 shares worth $507K. The position accounts for 0.06% of the portfolio, ranked #110.

Hudson Valley Investment Advisors first reported a position in LMT in Q1 2014 and has held it in 50 quarters since. The position peaked at $3.02M in Q3 2020. 1,320 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Hudson Valley Investment Advisors held 995 shares of Lockheed Martin worth $507K as of Q2 2026.
  • Hudson Valley Investment Advisors sold 92 Lockheed Martin shares in Q2 2026, an estimated $49.7K.
  • Lockheed Martin made up 0.06% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #110 holding.
  • Hudson Valley Investment Advisors first reported a position in Lockheed Martin in Q1 2014 and has held it in 50 quarters since.
  • Hudson Valley Investment Advisors's Lockheed Martin position peaked at $3.02M in Q3 2020.
  • 1,320 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.