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Legacy Financial Advisors’s Lockheed Martin LMT Stock Holding History

Legacy Financial 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 		$549K Sell
1,077
-77
-7% -$41.6K 0.07% 231
2026
Q1 		$697K Buy
1,154
+154
+15% +$94.9K 0.1% 180
2025
Q4 		$484K Buy
1,000
+180
+22% +$86.1K 0.07% 219
2025
Q3 		$410K Buy
820
+14
+2% +$6.35K 0.06% 260
2025
Q2 		$373K Sell
806
-961
-54% -$450K 0.06% 245
2025
Q1 		$789K Buy
1,767
+45
+3% +$20.7K 0.13% 136
2024
Q4 		$837K Sell
1,722
-1,048
-38% -$571K 0.14% 119
2024
Q3 		$1.62M Buy
2,770
+58
+2% +$31.1K 0.27% 61
2024
Q2 		$1.27M Buy
2,712
+8
+0.3% +$3.7K 0.23% 71
2024
Q1 		$1.23M Buy
2,704
+95
+4% +$41.6K 0.22% 79
2023
Q4 		$1.18M Buy
2,609
+207
+9% +$91.7K 0.23% 73
2023
Q3 		$982K Sell
2,402
-53
-2% -$23.5K 0.2% 68
2023
Q2 		$1.13M Sell
2,455
-16
-0.6% -$7.43K 0.21% 64
2023
Q1 		$1.17M Buy
2,471
+127
+5% +$59.6K 0.24% 53
2022
Q4 		$1.14M Buy
2,344
+361
+18% +$168K 0.25% 50
2022
Q3 		$766K Buy
1,983
+176
+10% +$73.5K 0.18% 62
2022
Q2 		$777K Buy
1,807
+207
+13% +$90.9K 0.19% 59
2022
Q1 		$706K Buy
1,600
+85
+6% +$34.5K 0.16% 69
2021
Q4 		$538K Buy
+1,515
New +$524K 0.12% 86
2019
Q2 		– Sell
-60
Closed -$18K – 563
2019
Q1 		$18K Buy
60
+41
+216% +$12K 0.01% 477
2018
Q4 		$5K Sell
19
-35
-65% -$10.6K ﹤0.01% 734
2018
Q3 		$18K Sell
54
-260
-83% -$83.9K 0.01% 390
2018
Q2 		$100K Sell
314
-23
-7% -$7.42K 0.04% 168
2018
Q1 		$114K Buy
337
+304
+921% +$103K 0.05% 153
2017
Q4 		$10K Buy
+33
New +$10.4K ﹤0.01% 481

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Legacy Financial Advisors's LMT Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Lockheed Martin (LMT) stake by 6.7% in Q2 2026, selling an estimated $41.6K and leaving 1,077 shares worth $549K. The position accounts for 0.07% of the portfolio, ranked #231.

Legacy Financial Advisors first reported a position in LMT in Q4 2017 and has held it in 25 quarters since. The position peaked at $1.62M in Q3 2024. 2,785 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Legacy Financial Advisors held 1,077 shares of Lockheed Martin worth $549K as of Q2 2026.
  • Legacy Financial Advisors sold 77 Lockheed Martin shares in Q2 2026, an estimated $41.6K.
  • Lockheed Martin made up 0.07% of Legacy Financial Advisors's portfolio in Q2 2026, its #231 holding.
  • Legacy Financial Advisors first reported a position in Lockheed Martin in Q4 2017 and has held it in 25 quarters since.
  • Legacy Financial Advisors's Lockheed Martin position peaked at $1.62M in Q3 2024.
  • 2,785 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.