Investment Research & Advisory Group’s Lockheed Martin LMT Stock Holding History

Investment Research & Advisory Group’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	$2.86M	Sell	5,596 -37	-0.7%	-$20K	0.88%	31
2026 Q1	$3.41M	Sell	5,633 -410	-7%	-$253K	1.19%	24
2025 Q4	$2.93M	Buy	6,043 +36	+0.6%	+$17.2K	0.97%	29
2025 Q3	$3M	Buy	6,007 +226	+4%	+$103K	1.02%	28
2025 Q2	$2.68M	Buy	5,781 +311	+6%	+$146K	1%	31
2025 Q1	$2.44M	Buy	5,470 +211	+4%	+$97.1K	1.02%	32
2024 Q4	$2.56M	Buy	5,259 +113	+2%	+$61.6K	1.06%	28
2024 Q3	$3.01M	Buy	5,146 +113	+2%	+$60.7K	1.27%	24
2024 Q2	$2.35M	Buy	5,033 +291	+6%	+$134K	1.04%	27
2024 Q1	$2.16M	Buy	+4,742	New	+$2.08M	0.99%	31

Other funds holding LMT

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

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Investment Research & Advisory Group's LMT Position: Q2 2026 in Review

Investment Research & Advisory Group reduced its Lockheed Martin (LMT) stake by 0.66% in Q2 2026, selling an estimated $20K and leaving 5,596 shares worth $2.86M. The position accounts for 0.88% of the portfolio, ranked #31.

Investment Research & Advisory Group first reported a position in LMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.41M in Q1 2026. 1,155 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Investment Research & Advisory Group held 5,596 shares of Lockheed Martin worth $2.86M as of Q2 2026.
Investment Research & Advisory Group sold 37 Lockheed Martin shares in Q2 2026, an estimated $20K.
Lockheed Martin made up 0.88% of Investment Research & Advisory Group's portfolio in Q2 2026, its #31 holding.
Investment Research & Advisory Group first reported a position in Lockheed Martin in Q1 2024 and has held it in 10 quarters since.
Investment Research & Advisory Group's Lockheed Martin position peaked at $3.41M in Q1 2026.
1,155 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.