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Legacy Private Trust’s Lockheed Martin LMT Stock Holding History

Legacy Private Trust’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 		$627K Sell
1,230
-136
-10% -$73.5K 0.03% 196
2026
Q1 		$826K Sell
1,366
-217
-14% -$134K 0.05% 172
2025
Q4 		$766K Sell
1,583
-275
-15% -$132K 0.04% 172
2025
Q3 		$928K Sell
1,858
-903
-33% -$410K 0.06% 156
2025
Q2 		$1.28M Sell
2,761
-1,911
-41% -$895K 0.08% 139
2025
Q1 		$2.09M Sell
4,672
-3,562
-43% -$1.64M 0.14% 112
2024
Q4 		$4M Sell
8,234
-418
-5% -$228K 0.26% 77
2024
Q3 		$5.06M Sell
8,652
-571
-6% -$307K 0.34% 66
2024
Q2 		$4.31M Buy
9,223
+56
+0.6% +$25.9K 0.31% 72
2024
Q1 		$4.17M Sell
9,167
-1,884
-17% -$826K 0.3% 73
2023
Q4 		$5.01M Buy
11,051
+1,816
+20% +$805K 0.4% 63
2023
Q3 		$3.78M Sell
9,235
-479
-5% -$213K 0.33% 72
2023
Q2 		$4.47M Buy
9,714
+209
+2% +$97K 0.37% 66
2023
Q1 		$4.49M Sell
9,505
-1,290
-12% -$605K 0.38% 73
2022
Q4 		$5.25M Sell
10,795
-4,070
-27% -$1.89M 0.47% 60
2022
Q3 		$5.74M Buy
+14,865
New +$6.21M 0.54% 53
2016
Q4 		– Sell
-973
Closed -$233K – 248
2016
Q3 		$233K Sell
973
-100
-9% -$25K 0.03% 218
2016
Q2 		$266K Hold
1,073
– – 0.04% 207
2016
Q1 		$238K Buy
+1,073
New +$231K 0.04% 214
2015
Q4 		– Sell
-1,022
Closed -$212K – 251
2015
Q3 		$212K Sell
1,022
-149
-13% -$30.3K 0.03% 225
2015
Q2 		$218K Buy
+1,171
New +$225K 0.03% 234

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

Legacy Private Trust's LMT Position: Q2 2026 in Review

Legacy Private Trust reduced its Lockheed Martin (LMT) stake by 10% in Q2 2026, selling an estimated $73.5K and leaving 1,230 shares worth $627K. The position accounts for 0.03% of the portfolio, ranked #196.

Legacy Private Trust first reported a position in LMT in Q2 2015 and has held it in 21 quarters since. The position peaked at $5.74M in Q3 2022. 1,007 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Legacy Private Trust held 1,230 shares of Lockheed Martin worth $627K as of Q2 2026.
  • Legacy Private Trust sold 136 Lockheed Martin shares in Q2 2026, an estimated $73.5K.
  • Lockheed Martin made up 0.03% of Legacy Private Trust's portfolio in Q2 2026, its #196 holding.
  • Legacy Private Trust first reported a position in Lockheed Martin in Q2 2015 and has held it in 21 quarters since.
  • Legacy Private Trust's Lockheed Martin position peaked at $5.74M in Q3 2022.
  • 1,007 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.