LAM
LMT icon

Lewis Asset Management’s Lockheed Martin LMT Stock Holding History

Lewis 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 		$326K Buy
639
+52
+9% +$28.1K 0.11% 166
2026
Q1 		$355K Buy
587
+32
+6% +$19.7K 0.15% 146
2025
Q4 		$269K Buy
555
+1
+0.2% +$479 0.11% 155
2025
Q3 		$277K Buy
554
+23
+4% +$10.4K 0.11% 158
2025
Q2 		$246K Buy
531
+69
+15% +$32.3K 0.12% 158
2025
Q1 		$206K Sell
462
-33
-7% -$15.2K 0.17% 122
2024
Q4 		$241K Buy
495
+16
+3% +$8.72K 0.18% 113
2024
Q3 		$280K Buy
+479
New +$257K 0.2% 109

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

Lewis Asset Management's LMT Position: Q2 2026 in Review

Lewis Asset Management increased its Lockheed Martin (LMT) stake by 8.9% in Q2 2026, buying an estimated $28.1K and bringing the position to 639 shares worth $326K. The position accounts for 0.11% of the portfolio, ranked #166.

Lewis Asset Management first reported a position in LMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $355K in Q1 2026. 1,072 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Lewis Asset Management held 639 shares of Lockheed Martin worth $326K as of Q2 2026.
  • Lewis Asset Management bought 52 Lockheed Martin shares in Q2 2026, an estimated $28.1K.
  • Lockheed Martin made up 0.11% of Lewis Asset Management's portfolio in Q2 2026, its #166 holding.
  • Lewis Asset Management first reported a position in Lockheed Martin in Q3 2024 and has held it in 8 quarters since.
  • Lewis Asset Management's Lockheed Martin position peaked at $355K in Q1 2026.
  • 1,072 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.