LA
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Latitude Advisors’s Lockheed Martin LMT Stock Holding History

Latitude Advisors’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 		$265K Hold
520
– – 0.11% 209
2026
Q1 		$314K Sell
520
-50
-9% -$30.8K 0.14% 163
2025
Q4 		$276K Sell
570
-5
-0.9% -$2.39K 0.12% 174
2025
Q3 		$287K Sell
575
-190
-25% -$86.2K 0.13% 158
2025
Q2 		$354K Sell
765
-73
-9% -$34.2K 0.18% 125
2025
Q1 		$374K Sell
838
-177
-17% -$81.5K 0.22% 111
2024
Q4 		$493K Sell
1,015
-267
-21% -$146K 0.28% 88
2024
Q3 		$749K Sell
1,282
-73
-5% -$39.2K 0.42% 61
2024
Q2 		$633K Buy
1,355
+123
+10% +$56.8K 0.39% 61
2024
Q1 		$560K Buy
1,232
+47
+4% +$20.6K 0.35% 66
2023
Q4 		$537K Buy
1,185
+96
+9% +$42.5K 0.38% 70
2023
Q3 		$445K Buy
1,089
+188
+21% +$83.4K 0.32% 76
2023
Q2 		$415K Buy
901
+80
+10% +$37.1K 0.29% 85
2023
Q1 		$388K Sell
821
-115
-12% -$53.9K 0.28% 101
2022
Q4 		$455K Sell
936
-196
-17% -$91.1K 0.34% 68
2022
Q3 		$437K Buy
1,132
+42
+4% +$17.5K 0.36% 59
2022
Q2 		$468K Sell
1,090
-2,136
-66% -$938K 0.43% 61
2022
Q1 		$1.42M Buy
3,226
+1,525
+90% +$618K 0.32% 70
2021
Q4 		$605K Sell
1,701
-304
-15% -$105K 0.17% 129
2021
Q3 		$692K Buy
2,005
+1,004
+100% +$363K 0.22% 91
2021
Q2 		$379K Buy
1,001
+30
+3% +$11.5K 0.28% 87
2021
Q1 		$359K Buy
+971
New +$333K 0.29% 83

Other funds holding LMT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 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

Latitude Advisors's LMT Position: Q2 2026 in Review

Latitude Advisors held its Lockheed Martin (LMT) position steady in Q2 2026 at 520 shares worth $265K. The position accounts for 0.11% of the portfolio, ranked #209.

Latitude Advisors first reported a position in LMT in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.42M in Q1 2022. 1,088 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Latitude Advisors held 520 shares of Lockheed Martin worth $265K as of Q2 2026.
  • Latitude Advisors left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.11% of Latitude Advisors's portfolio in Q2 2026, its #209 holding.
  • Latitude Advisors first reported a position in Lockheed Martin in Q1 2021 and has held it in 22 quarters since.
  • Latitude Advisors's Lockheed Martin position peaked at $1.42M in Q1 2022.
  • 1,088 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.