LAM
LMT icon

Lifestyle Asset Management’s Lockheed Martin LMT Stock Holding History

Lifestyle 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 		$271K Sell
531
-18
-3% -$9.73K 0.07% 122
2026
Q1 		$332K Buy
549
+132
+32% +$81.3K 0.11% 105
2025
Q4 		$202K Sell
417
-79
-16% -$37.8K 0.07% 136
2025
Q3 		$248K Buy
+496
New +$225K 0.08% 124
2024
Q4 		– Sell
-357
Closed -$209K – 113
2024
Q3 		$209K Buy
+357
New +$192K 0.12% 101
2023
Q1 		– Sell
-496
Closed -$241K – 81
2022
Q4 		$241K Buy
+496
New +$230K 0.19% 55

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

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

Lifestyle Asset Management reduced its Lockheed Martin (LMT) stake by 3.3% in Q2 2026, selling an estimated $9.73K and leaving 531 shares worth $271K. The position accounts for 0.07% of the portfolio, ranked #122.

Lifestyle Asset Management first reported a position in LMT in Q4 2022 and has held it in 6 quarters since. The position peaked at $332K in Q1 2026. 1,033 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Lifestyle Asset Management held 531 shares of Lockheed Martin worth $271K as of Q2 2026.
  • Lifestyle Asset Management sold 18 Lockheed Martin shares in Q2 2026, an estimated $9.73K.
  • Lockheed Martin made up 0.07% of Lifestyle Asset Management's portfolio in Q2 2026, its #122 holding.
  • Lifestyle Asset Management first reported a position in Lockheed Martin in Q4 2022 and has held it in 6 quarters since.
  • Lifestyle Asset Management's Lockheed Martin position peaked at $332K in Q1 2026.
  • 1,033 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.