LWAM
LMT icon

Legacy Wealth Asset Management’s Lockheed Martin LMT Stock Holding History

Legacy Wealth Asset 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 		$763K Sell
1,497
-29
-2% -$15.7K 0.17% 184
2026
Q1 		$922K Sell
1,526
-6
-0.4% -$3.7K 0.22% 134
2025
Q4 		$741K Buy
1,532
+25
+2% +$12K 0.18% 173
2025
Q3 		$752K Buy
1,507
+33
+2% +$15K 0.18% 171
2025
Q2 		$683K Hold
1,474
– – 0.17% 177
2025
Q1 		$658K Sell
1,474
-30
-2% -$13.8K 0.18% 178
2024
Q4 		$731K Sell
1,504
-36
-2% -$19.6K 0.2% 149
2024
Q3 		$900K Sell
1,540
-20
-1% -$10.7K 0.24% 108
2024
Q2 		$729K Sell
1,560
-35
-2% -$16.2K 0.21% 133
2024
Q1 		$726K Buy
1,595
+40
+3% +$17.5K 0.2% 145
2023
Q4 		$705K Buy
1,555
+1
+0.1% +$443 0.23% 136
2023
Q3 		$636K Hold
1,554
– – 0.23% 137
2023
Q2 		$715K Sell
1,554
-6
-0.4% -$2.79K 0.25% 123
2023
Q1 		$737K Sell
1,560
-14
-0.9% -$6.57K 0.27% 119
2022
Q4 		$766K Sell
1,574
-11
-0.7% -$5.11K 0.29% 115
2022
Q3 		$612K Sell
1,585
-865
-35% -$361K 0.27% 132
2022
Q2 		$1.05M Sell
2,450
-50
-2% -$22K 0.43% 66
2022
Q1 		$1.1M Buy
2,500
+93
+4% +$37.7K 0.39% 77
2021
Q4 		$855K Buy
2,407
+344
+17% +$119K 0.29% 135
2021
Q3 		$712K Buy
2,063
+73
+4% +$26.4K 0.33% 128
2021
Q2 		$753K Buy
1,990
+86
+5% +$33.1K 0.33% 125
2021
Q1 		$704K Buy
1,904
+147
+8% +$50.4K 0.33% 127
2020
Q4 		$624K Buy
+1,757
New +$646K 0.31% 132

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
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

Legacy Wealth Asset Management's LMT Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Lockheed Martin (LMT) stake by 1.9% in Q2 2026, selling an estimated $15.7K and leaving 1,497 shares worth $763K. The position accounts for 0.17% of the portfolio, ranked #184.

Legacy Wealth Asset Management first reported a position in LMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.1M in Q1 2022. 1,072 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Legacy Wealth Asset Management held 1,497 shares of Lockheed Martin worth $763K as of Q2 2026.
  • Legacy Wealth Asset Management sold 29 Lockheed Martin shares in Q2 2026, an estimated $15.7K.
  • Lockheed Martin made up 0.17% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #184 holding.
  • Legacy Wealth Asset Management first reported a position in Lockheed Martin in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's Lockheed Martin position peaked at $1.1M in Q1 2022.
  • 1,072 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.