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Live Oak Private Wealth’s Lockheed Martin LMT Stock Holding History

Live Oak Private Wealth’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 		– Sell
-743
Closed -$449K – 215
2026
Q1 		$449K Buy
+743
New +$458K 0.06% 141
2022
Q4 		– Sell
-745
Closed -$288K – 175
2022
Q3 		$288K Sell
745
-4,265
-85% -$1.78M 0.06% 135
2022
Q2 		$2.15M Buy
5,010
+255
+5% +$112K 0.45% 64
2022
Q1 		$2.1M Buy
4,755
+892
+23% +$362K 0.41% 66
2021
Q4 		$1.37M Buy
3,863
+444
+13% +$154K 0.26% 80
2021
Q3 		$1.18M Buy
3,419
+763
+29% +$276K 0.24% 83
2021
Q2 		$1M Buy
2,656
+347
+15% +$133K 0.22% 87
2021
Q1 		$853K Buy
2,309
+1,213
+111% +$416K 0.21% 88
2020
Q4 		$389K Buy
1,096
+373
+52% +$137K 0.11% 113
2020
Q3 		$277K Buy
723
+100
+16% +$38.2K 0.1% 111
2020
Q2 		$227K Buy
+623
New +$235K 0.08% 120

Other funds holding LMT

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
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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Live Oak Private Wealth's LMT Position: Q2 2026 in Review

Live Oak Private Wealth sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 743 shares — an estimated $449K sold.

Live Oak Private Wealth first reported a position in LMT in Q2 2020 and held it in 11 quarters. The position peaked at $2.15M in Q2 2022. 765 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Live Oak Private Wealth reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Live Oak Private Wealth sold 743 Lockheed Martin shares in Q2 2026, an estimated $449K.
  • Live Oak Private Wealth first reported a position in Lockheed Martin in Q2 2020 and held it in 11 quarters.
  • Live Oak Private Wealth's Lockheed Martin position peaked at $2.15M in Q2 2022.
  • 765 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.