Investment Advisory Services’s Lockheed Martin LMT Stock Holding History

Investment Advisory Services’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	$244K	Buy	479 +6	+1%	+$3.24K	0.07%	120
2026 Q1	$286K	Sell	473 -2	-0.4%	-$1.23K	0.09%	101
2025 Q4	$230K	Sell	475 -15	-3%	-$7.18K	0.07%	117
2025 Q3	$245K	Buy	490 +4	+0.8%	+$1.81K	0.08%	113
2025 Q2	$225K	Buy	486 +22	+5%	+$10.3K	0.08%	121
2025 Q1	$207K	Hold	464	–	–	0.08%	111
2024 Q4	$225K	Buy	464 +14	+3%	+$7.63K	0.08%	109
2024 Q3	$263K	Buy	450 +6	+1%	+$3.22K	0.09%	103
2024 Q2	$208K	Buy	444 +1	+0.2%	+$462	0.08%	114
2024 Q1	$201K	Buy	+443	New	+$194K	0.07%	115

Other funds holding LMT

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 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

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

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

Investment Advisory Services's LMT Position: Q2 2026 in Review

Investment Advisory Services increased its Lockheed Martin (LMT) stake by 1.3% in Q2 2026, buying an estimated $3.24K and bringing the position to 479 shares worth $244K. The position accounts for 0.07% of the portfolio, ranked #120.

Investment Advisory Services first reported a position in LMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $286K in Q1 2026. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Investment Advisory Services held 479 shares of Lockheed Martin worth $244K as of Q2 2026.
Investment Advisory Services bought 6 Lockheed Martin shares in Q2 2026, an estimated $3.24K.
Lockheed Martin made up 0.07% of Investment Advisory Services's portfolio in Q2 2026, its #120 holding.
Investment Advisory Services first reported a position in Lockheed Martin in Q1 2024 and has held it in 10 quarters since.
Investment Advisory Services's Lockheed Martin position peaked at $286K in Q1 2026.
898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.