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Matrix Asset Advisors’s Lockheed Martin LMT Stock Holding History

Matrix Asset 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 		$17M Buy
33,411
+356
+1% +$192K 1.38% 33
2026
Q1 		$20M Sell
33,055
-22
-0.1% -$13.6K 1.83% 22
2025
Q4 		$16M Buy
33,077
+10,087
+44% +$4.83M 1.44% 28
2025
Q3 		$11.5M Buy
+22,990
New +$10.4M 1.06% 36
2025
Q1 		– Sell
-526
Closed -$256K – 113
2024
Q4 		$256K Buy
+526
New +$287K 0.03% 97

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Matrix Asset Advisors's LMT Position: Q2 2026 in Review

Matrix Asset Advisors increased its Lockheed Martin (LMT) stake by 1.1% in Q2 2026, buying an estimated $192K and bringing the position to 33,411 shares worth $17M. The position accounts for 1.38% of the portfolio, ranked #33.

Matrix Asset Advisors first reported a position in LMT in Q4 2024 and has held it in 5 quarters since. The position peaked at $20M in Q1 2026. 487 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Matrix Asset Advisors held 33,411 shares of Lockheed Martin worth $17M as of Q2 2026.
  • Matrix Asset Advisors bought 356 Lockheed Martin shares in Q2 2026, an estimated $192K.
  • Lockheed Martin made up 1.38% of Matrix Asset Advisors's portfolio in Q2 2026, its #33 holding.
  • Matrix Asset Advisors first reported a position in Lockheed Martin in Q4 2024 and has held it in 5 quarters since.
  • Matrix Asset Advisors's Lockheed Martin position peaked at $20M in Q1 2026.
  • 487 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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