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LVW Advisors’s Lockheed Martin LMT Stock Holding History

LVW 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 		$624K Buy
1,225
+46
+4% +$24.9K 0.05% 199
2026
Q1 		$713K Buy
1,179
+14
+1% +$8.62K 0.07% 147
2025
Q4 		$564K Sell
1,165
-113
-9% -$54.1K 0.06% 177
2025
Q3 		$638K Sell
1,278
-188
-13% -$85.3K 0.07% 156
2025
Q2 		$679K Buy
1,466
+338
+30% +$158K 0.07% 153
2025
Q1 		$504K Sell
1,128
-102
-8% -$47K 0.06% 168
2024
Q4 		$598K Buy
1,230
+123
+11% +$67K 0.07% 166
2024
Q3 		$647K Buy
1,107
+73
+7% +$39.2K 0.08% 156
2024
Q2 		$483K Buy
1,034
+62
+6% +$28.7K 0.07% 175
2024
Q1 		$442K Buy
972
+187
+24% +$82K 0.07% 185
2023
Q4 		$356K Sell
785
-85
-10% -$37.7K 0.07% 190
2023
Q3 		$356K Buy
870
+169
+24% +$75K 0.07% 159
2023
Q2 		$323K Sell
701
-111
-14% -$51.5K 0.06% 156
2023
Q1 		$384K Buy
812
+262
+48% +$123K 0.08% 164
2022
Q4 		$268K Hold
550
– – 0.05% 198
2022
Q3 		$212K Sell
550
-9
-2% -$3.76K 0.05% 205
2022
Q2 		$240K Sell
559
-111
-17% -$48.7K 0.05% 207
2022
Q1 		$296K Sell
670
-74
-10% -$30K 0.05% 195
2021
Q4 		$264K Buy
744
+3
+0.4% +$1.04K 0.05% 209
2021
Q3 		$256K Sell
741
-30
-4% -$10.9K 0.04% 210
2021
Q2 		$292K Hold
771
– – 0.05% 189
2021
Q1 		$285K Hold
771
– – 0.05% 184
2020
Q4 		$274K Sell
771
-22
-3% -$8.09K 0.06% 175
2020
Q3 		$304K Sell
793
-1,241
-61% -$474K 0.07% 150
2020
Q2 		$742K Buy
2,034
+153
+8% +$57.8K 0.18% 79
2020
Q1 		$638K Sell
1,881
-3
-0.2% -$1.18K 0.17% 77
2019
Q4 		$734K Sell
1,884
-24
-1% -$9.21K 0.17% 83
2019
Q3 		$744K Sell
1,908
-93
-5% -$35K 0.18% 82
2019
Q2 		$727K Buy
2,001
+209
+12% +$69.9K 0.2% 74
2019
Q1 		$538K Buy
1,792
+144
+9% +$42.2K 0.14% 99
2018
Q4 		$432K Buy
1,648
+51
+3% +$15.5K 0.15% 85
2018
Q3 		$552K Buy
1,597
+174
+12% +$56.1K 0.16% 91
2018
Q2 		$420K Hold
1,423
– – 0.13% 96
2018
Q1 		$481K Buy
1,423
+6
+0.4% +$2.04K 0.15% 91
2017
Q4 		$455K Sell
1,417
-138
-9% -$43.5K 0.13% 91
2017
Q3 		$483K Sell
1,555
-95
-6% -$28.3K 0.19% 89
2017
Q2 		$458K Sell
1,650
-112
-6% -$30.8K 0.16% 79
2017
Q1 		$472K Sell
1,762
-226
-11% -$59.2K 0.17% 77
2016
Q4 		$497K Buy
1,988
+100
+5% +$25K 0.17% 78
2016
Q3 		$453K Sell
1,888
-292
-13% -$73.1K 0.15% 79
2016
Q2 		$541K Sell
2,180
-754
-26% -$178K 0.2% 64
2016
Q1 		$650K Buy
2,934
+957
+48% +$206K 0.21% 64
2015
Q4 		$429K Buy
1,977
+75
+4% +$16.3K 0.17% 82
2015
Q3 		$394K Sell
1,902
-495
-21% -$101K 0.18% 86
2015
Q2 		$446K Buy
2,397
+49
+2% +$9.44K 0.19% 77
2015
Q1 		$477K Sell
2,348
-42
-2% -$8.29K 0.23% 73
2014
Q4 		$460K Buy
+2,390
New +$444K 0.25% 79

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

LVW Advisors's LMT Position: Q2 2026 in Review

LVW Advisors increased its Lockheed Martin (LMT) stake by 3.9% in Q2 2026, buying an estimated $24.9K and bringing the position to 1,225 shares worth $624K. The position accounts for 0.05% of the portfolio, ranked #199.

LVW Advisors first reported a position in LMT in Q4 2014 and has held it in 47 quarters since. The position peaked at $744K in Q3 2019. 1,063 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • LVW Advisors held 1,225 shares of Lockheed Martin worth $624K as of Q2 2026.
  • LVW Advisors bought 46 Lockheed Martin shares in Q2 2026, an estimated $24.9K.
  • Lockheed Martin made up 0.05% of LVW Advisors's portfolio in Q2 2026, its #199 holding.
  • LVW Advisors first reported a position in Lockheed Martin in Q4 2014 and has held it in 47 quarters since.
  • LVW Advisors's Lockheed Martin position peaked at $744K in Q3 2019.
  • 1,063 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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