HWG Holdings’s Lockheed Martin LMT Stock Holding History

HWG Holdings’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	–	Sell	-7,509	Closed	-$4.54M	–	55
2026 Q1	$4.54M	Buy	+7,509	New	+$4.63M	1.18%	23
2020 Q4	–	Sell	-2,473	Closed	-$948K	–	113
2020 Q3	$948K	Sell	2,473 -1,971	-44%	-$752K	0.84%	29
2020 Q2	$1.62M	Buy	+4,444	New	+$1.68M	1.29%	19
2019 Q4	$945K	Buy	2,428 +160	+7%	+$61.4K	0.77%	24
2019 Q3	$885K	Sell	2,268 -198	-8%	-$74.5K	0.82%	22
2019 Q2	$897K	Buy	+2,466	New	+$825K	0.87%	27
2018 Q2	–	Sell	-116	Closed	-$39K	–	113
2018 Q1	$39K	Hold	116	–	–	0.04%	54
2017 Q4	$37K	Hold	116	–	–	0.03%	66
2017 Q3	$36K	Hold	116	–	–	0.03%	58
2017 Q2	$32K	Buy	+116	New	+$31.9K	0.02%	49
2015 Q2	–	Sell	-12,147	Closed	-$2.46M	–	27
2015 Q1	$2.46M	Sell	12,147 -3,948	-25%	-$779K	3.98%	9
2014 Q4	$3.1M	Buy	+16,095	New	+$2.99M	2.21%	17

Other funds holding LMT

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

HWG Holdings's LMT Position: Q2 2026 in Review

HWG Holdings sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 7,509 shares — an estimated $4.54M sold.

HWG Holdings first reported a position in LMT in Q4 2014 and held it in 12 quarters. The position peaked at $4.54M in Q1 2026. 1,320 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

HWG Holdings reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
HWG Holdings sold 7,509 Lockheed Martin shares in Q2 2026, an estimated $4.54M.
HWG Holdings first reported a position in Lockheed Martin in Q4 2014 and held it in 12 quarters.
HWG Holdings's Lockheed Martin position peaked at $4.54M in Q1 2026.
1,320 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on HWG Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.