LAI
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Legal Advantage Investments’s Lockheed Martin LMT Stock Holding History

Legal Advantage Investments’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 		$1.25M Buy
2,450
+50
+2% +$27K 0.44% 44
2026
Q1 		$1.45M Buy
+2,400
New +$1.48M 0.75% 39
2025
Q2 		– Sell
-3,395
Closed -$1.52M – 99
2025
Q1 		$1.52M Hold
3,395
– – 0.82% 35
2024
Q4 		$1.65M Sell
3,395
-50
-1% -$27.3K 0.87% 38
2024
Q3 		$2.01M Sell
3,445
-25
-0.7% -$13.4K 1.11% 31
2024
Q2 		$1.62M Hold
3,470
– – 0.93% 33
2024
Q1 		$1.58M Sell
3,470
-56
-2% -$24.5K 0.88% 38
2023
Q4 		$1.6M Sell
3,526
-120
-3% -$53.2K 0.96% 32
2023
Q3 		$1.49M Sell
3,646
-154
-4% -$68.3K 1.07% 26
2023
Q2 		$1.75M Hold
3,800
– – 1.17% 27
2023
Q1 		$1.8M Hold
3,800
– – 1.32% 23
2022
Q4 		$1.85M Hold
3,800
– – 1.52% 22
2022
Q3 		$1.47M Buy
3,800
+300
+9% +$125K 1.38% 23
2022
Q2 		$1.5M Buy
3,500
+1,500
+75% +$659K 1.47% 21
2022
Q1 		$883K Hold
2,000
– – 0.66% 45
2021
Q4 		$711K Hold
2,000
– – 0.48% 53
2021
Q3 		$690K Hold
2,000
– – 0.46% 53
2021
Q2 		$757K Hold
2,000
– – 0.52% 50
2021
Q1 		$739K Hold
2,000
– – 0.55% 48
2020
Q4 		$710K Buy
+2,000
New +$735K 0.55% 50

Other funds holding LMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Legal Advantage Investments's LMT Position: Q2 2026 in Review

Legal Advantage Investments increased its Lockheed Martin (LMT) stake by 2.1% in Q2 2026, buying an estimated $27K and bringing the position to 2,450 shares worth $1.25M. The position accounts for 0.44% of the portfolio, ranked #44.

Legal Advantage Investments first reported a position in LMT in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.01M in Q3 2024. 1,322 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Legal Advantage Investments held 2,450 shares of Lockheed Martin worth $1.25M as of Q2 2026.
  • Legal Advantage Investments bought 50 Lockheed Martin shares in Q2 2026, an estimated $27K.
  • Lockheed Martin made up 0.44% of Legal Advantage Investments's portfolio in Q2 2026, its #44 holding.
  • Legal Advantage Investments first reported a position in Lockheed Martin in Q4 2020 and has held it in 20 quarters since.
  • Legal Advantage Investments's Lockheed Martin position peaked at $2.01M in Q3 2024.
  • 1,322 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Legal Advantage Investments's 13F filing for Q2 2026, filed 15 Jul 2026.