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J. Derek Lewis & Associates’s Lockheed Martin LMT Stock Holding History

J. Derek Lewis & Associates’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
-410
Closed -$248K – 226
2026
Q1 		$248K Sell
410
-9
-2% -$5.54K 0.06% 151
2025
Q4 		$203K Buy
+419
New +$201K 0.05% 175

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

J. Derek Lewis & Associates's LMT Position: Q2 2026 in Review

J. Derek Lewis & Associates sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 410 shares — an estimated $248K sold.

J. Derek Lewis & Associates first reported a position in LMT in Q4 2025 and held it in 2 quarters. The position peaked at $248K in Q1 2026. 1,812 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • J. Derek Lewis & Associates reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • J. Derek Lewis & Associates sold 410 Lockheed Martin shares in Q2 2026, an estimated $248K.
  • J. Derek Lewis & Associates first reported a position in Lockheed Martin in Q4 2025 and held it in 2 quarters.
  • J. Derek Lewis & Associates's Lockheed Martin position peaked at $248K in Q1 2026.
  • 1,812 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.