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MassMutual Private Wealth & Trust’s Lockheed Martin LMT Stock Holding History

MassMutual Private Wealth & Trust’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 		$10.8M Buy
21,248
+1,375
+7% +$743K 0.28% 77
2026
Q1 		$12M Sell
19,873
-1,508
-7% -$929K 0.33% 72
2025
Q4 		$10.3M Sell
21,381
-562
-3% -$269K 0.27% 87
2025
Q3 		$11M Sell
21,943
-1,245
-5% -$565K 0.28% 82
2025
Q2 		$10.7M Sell
23,188
-179
-0.8% -$83.8K 0.29% 81
2025
Q1 		$10.4M Buy
23,367
+11
+0% +$5.06K 0.3% 78
2024
Q4 		$11.3M Sell
23,356
-568
-2% -$310K 0.32% 75
2024
Q3 		$14M Sell
23,924
-323
-1% -$173K 0.4% 66
2024
Q2 		$11.3M Sell
24,247
-170
-0.7% -$78.6K 0.34% 71
2024
Q1 		$11.1M Buy
24,417
+53
+0.2% +$23.2K 0.35% 72
2023
Q4 		$11M Sell
24,364
-432
-2% -$191K 0.37% 69
2023
Q3 		$10.1M Buy
24,796
+1,338
+6% +$594K 0.37% 67
2023
Q2 		$10.8M Sell
23,458
-400
-2% -$186K 0.39% 70
2023
Q1 		$11.3M Sell
23,858
-376
-2% -$176K 0.43% 62
2022
Q4 		$11.8M Buy
24,234
+110
+0.5% +$51.1K 0.48% 56
2022
Q3 		$9.32M Sell
24,124
-1,104
-4% -$461K 0.42% 67
2022
Q2 		$10.8M Buy
25,228
+191
+0.8% +$83.9K 0.47% 58
2022
Q1 		$11.1M Buy
25,037
+1,207
+5% +$489K 0.42% 66
2021
Q4 		$8.47M Sell
23,830
-388
-2% -$134K 0.31% 86
2021
Q3 		$8.36M Buy
24,218
+588
+2% +$213K 0.35% 81
2021
Q2 		$8.94M Buy
23,630
+911
+4% +$350K 0.38% 75
2021
Q1 		$8.39M Buy
22,719
+887
+4% +$304K 0.39% 68
2020
Q4 		$7.75M Buy
21,832
+1,206
+6% +$443K 0.4% 60
2020
Q3 		$7.91M Sell
20,626
-4,371
-17% -$1.67M 0.46% 52
2020
Q2 		$9.12M Sell
24,997
-302
-1% -$114K 0.59% 43
2020
Q1 		$8.57M Buy
25,299
+569
+2% +$224K 0.68% 38
2019
Q4 		$9.63M Buy
24,730
+1,228
+5% +$471K 0.59% 38
2019
Q3 		$9.17M Buy
23,502
+842
+4% +$317K 0.61% 36
2019
Q2 		$8.24M Buy
22,660
+1,971
+10% +$659K 0.57% 40
2019
Q1 		$6.21M Buy
20,689
+3,899
+23% +$1.14M 0.45% 56
2018
Q4 		$4.4M Buy
16,790
+2,067
+14% +$627K 0.38% 67
2018
Q3 		$5.09M Buy
14,723
+5,928
+67% +$1.91M 0.38% 67
2018
Q2 		$2.6M Sell
8,795
-2,599
-23% -$838K 0.21% 119
2018
Q1 		$3.85M Sell
11,394
-441
-4% -$150K 0.32% 82
2017
Q4 		$3.8M Sell
11,835
-169
-1% -$53.3K 0.31% 85
2017
Q3 		$3.72M Sell
12,004
-659
-5% -$197K 0.31% 91
2017
Q2 		$3.52M Sell
12,663
-999
-7% -$274K 0.31% 95
2017
Q1 		$3.66M Sell
13,662
-841
-6% -$220K 0.34% 91
2016
Q4 		$3.62M Buy
+14,503
New +$3.62M 0.44% 64
2016
Q2 		$3.57M Sell
14,404
-3,322
-19% -$783K 0.45% 61
2016
Q1 		$3.93M Buy
17,726
+30
+0.2% +$6.46K 0.53% 49
2015
Q4 		$3.84M Buy
17,696
+17,263
+3,987% +$3.75M 0.55% 49
2015
Q3 		$79.1K Buy
433
+302
+231% +$61.4K 0.02% 350
2015
Q2 		$21.1K Sell
131
-7,820
-98% -$1.51M ﹤0.01% 414
2015
Q1 		$1.61M Buy
7,951
+1,124
+16% +$222K 0.27% 98
2014
Q4 		$1.31M Buy
6,827
+6,394
+1,477% +$1.19M 0.43% 72
2014
Q3 		$79.1K Buy
433
+302
+231% +$51.4K 0.02% 339
2014
Q2 		$21.1K Hold
131
– – 0.01% 291
2014
Q1 		$21.4K Buy
131
+8
+7% +$1.26K 0.01% 261
2013
Q4 		$18.3K Buy
+123
New +$16.7K 0.02% 249

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
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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

MassMutual Private Wealth & Trust's LMT Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Lockheed Martin (LMT) stake by 6.9% in Q2 2026, buying an estimated $743K and bringing the position to 21,248 shares worth $10.8M. The position accounts for 0.28% of the portfolio, ranked #77.

MassMutual Private Wealth & Trust first reported a position in LMT in Q4 2013 and has held it in 50 quarters since. The position peaked at $14M in Q3 2024. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • MassMutual Private Wealth & Trust held 21,248 shares of Lockheed Martin worth $10.8M as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 1,375 Lockheed Martin shares in Q2 2026, an estimated $743K.
  • Lockheed Martin made up 0.28% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #77 holding.
  • MassMutual Private Wealth & Trust first reported a position in Lockheed Martin in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's Lockheed Martin position peaked at $14M in Q3 2024.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.