LA
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LexAurum Advisors’s Lockheed Martin LMT Stock Holding History

LexAurum 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 		$998K Hold
1,959
– – 0.12% 156
2026
Q1 		$1.18M Buy
+1,959
New +$1.21M 0.15% 123
2025
Q3 		$1.58M Buy
3,171
+2,599
+454% +$1.18M 0.22% 85
2025
Q2 		$265K Buy
572
+6
+1% +$2.81K 0.04% 301
2025
Q1 		$253K Buy
566
+1
+0.2% +$460 0.05% 294
2024
Q4 		$275K Buy
565
+133
+31% +$72.5K 0.05% 270
2024
Q3 		$253K Sell
432
-18
-4% -$9.66K 0.06% 258
2024
Q2 		$210K Buy
+450
New +$208K 0.05% 276
2023
Q4 		– Sell
-493
Closed -$202K – 305
2023
Q3 		$202K Buy
493
+33
+7% +$14.6K 0.06% 268
2023
Q2 		$212K Sell
460
-46
-9% -$21.4K 0.06% 247
2023
Q1 		$239K Buy
506
+2
+0.4% +$938 0.08% 218
2022
Q4 		$245K Sell
504
-42
-8% -$19.5K 0.09% 211
2022
Q3 		$211K Buy
546
+2
+0.4% +$835 0.08% 219
2022
Q2 		$234K Sell
544
-25
-4% -$11K 0.09% 209
2022
Q1 		$251K Sell
569
-175
-24% -$70.9K 0.08% 216
2021
Q4 		$264K Sell
744
-1,030
-58% -$356K 0.09% 213
2021
Q3 		$612K Buy
1,774
+9
+0.5% +$3.26K 0.18% 141
2021
Q2 		$668K Sell
1,765
-80
-4% -$30.8K 0.2% 129
2021
Q1 		$682K Buy
1,845
+84
+5% +$28.8K 0.23% 103
2020
Q4 		$625K Sell
1,761
-128
-7% -$47.1K 0.22% 107
2020
Q3 		$724K Sell
1,889
-44
-2% -$16.8K 0.3% 76
2020
Q2 		$706K Buy
1,933
+187
+11% +$70.6K 0.39% 64
2020
Q1 		$592K Buy
1,746
+102
+6% +$40.1K 0.41% 55
2019
Q4 		$640K Buy
1,644
+100
+6% +$38.4K 0.32% 80
2019
Q3 		$602K Buy
1,544
+11
+0.7% +$4.14K 0.36% 72
2019
Q2 		$557K Sell
1,533
-57
-4% -$19.1K 0.34% 73
2019
Q1 		$477K Sell
1,590
-99
-6% -$29K 0.32% 71
2018
Q4 		$442K Sell
1,689
-35
-2% -$10.6K 0.34% 70
2018
Q3 		$596K Buy
1,724
+45
+3% +$14.5K 0.42% 59
2018
Q2 		$496K Sell
1,679
-25
-1% -$8.06K 0.44% 62
2018
Q1 		$576K Sell
1,704
-45
-3% -$15.3K 0.49% 62
2017
Q4 		$588K Buy
+1,749
New +$551K 0.55% 58

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

LexAurum Advisors's LMT Position: Q2 2026 in Review

LexAurum Advisors held its Lockheed Martin (LMT) position steady in Q2 2026 at 1,959 shares worth $998K. The position accounts for 0.12% of the portfolio, ranked #156.

LexAurum Advisors first reported a position in LMT in Q4 2017 and has held it in 32 quarters since. The position peaked at $1.58M in Q3 2025. 1,027 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • LexAurum Advisors held 1,959 shares of Lockheed Martin worth $998K as of Q2 2026.
  • LexAurum Advisors left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.12% of LexAurum Advisors's portfolio in Q2 2026, its #156 holding.
  • LexAurum Advisors first reported a position in Lockheed Martin in Q4 2017 and has held it in 32 quarters since.
  • LexAurum Advisors's Lockheed Martin position peaked at $1.58M in Q3 2025.
  • 1,027 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.