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Jamison Private Wealth Management’s Lockheed Martin LMT Stock Holding History

Jamison Private Wealth Management’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 		$9.84M Buy
19,316
+171
+0.9% +$92.4K 0.99% 35
2026
Q1 		$11.6M Buy
19,145
+72
+0.4% +$44.4K 1.41% 21
2025
Q4 		$9.23M Buy
19,073
+229
+1% +$110K 1.12% 31
2025
Q3 		$9.41M Buy
18,844
+749
+4% +$340K 1.19% 29
2025
Q2 		$8.38M Buy
18,095
+178
+1% +$83.3K 1.2% 29
2025
Q1 		$8M Buy
17,917
+290
+2% +$133K 1.22% 29
2024
Q4 		$8.57M Buy
17,627
+249
+1% +$136K 1.26% 27
2024
Q3 		$10.2M Buy
17,378
+441
+3% +$237K 1.55% 19
2024
Q2 		$7.91M Buy
16,937
+152
+0.9% +$70.2K 1.31% 23
2024
Q1 		$7.63M Buy
16,785
+141
+0.8% +$61.8K 1.29% 24
2023
Q4 		$7.54M Sell
16,644
-304
-2% -$135K 1.41% 22
2023
Q3 		$6.93M Buy
+16,948
New +$7.52M 1.43% 22

Other funds holding LMT

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

Jamison Private Wealth Management's LMT Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Lockheed Martin (LMT) stake by 0.89% in Q2 2026, buying an estimated $92.4K and bringing the position to 19,316 shares worth $9.84M. The position accounts for 0.99% of the portfolio, ranked #35.

Jamison Private Wealth Management first reported a position in LMT in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.6M in Q1 2026. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Jamison Private Wealth Management held 19,316 shares of Lockheed Martin worth $9.84M as of Q2 2026.
  • Jamison Private Wealth Management bought 171 Lockheed Martin shares in Q2 2026, an estimated $92.4K.
  • Lockheed Martin made up 0.99% of Jamison Private Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Jamison Private Wealth Management first reported a position in Lockheed Martin in Q3 2023 and has held it in 12 quarters since.
  • Jamison Private Wealth Management's Lockheed Martin position peaked at $11.6M in Q1 2026.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.