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Mayflower Financial Advisors’s Lockheed Martin LMT Stock Holding History

Mayflower Financial 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 		$1.15M Sell
2,254
-44
-2% -$23.8K 0.1% 178
2026
Q1 		$1.39M Sell
2,298
-9
-0.4% -$5.54K 0.17% 128
2025
Q4 		$1.12M Sell
2,307
-13
-0.6% -$6.22K 0.13% 149
2025
Q3 		$1.16M Sell
2,320
-77
-3% -$34.9K 0.15% 145
2025
Q2 		$1.11M Sell
2,397
-310
-11% -$145K 0.15% 141
2025
Q1 		$1.21M Sell
2,707
-963
-26% -$443K 0.18% 120
2024
Q4 		$1.78M Buy
3,670
+305
+9% +$166K 0.27% 87
2024
Q3 		$1.97M Sell
3,365
-39
-1% -$20.9K 0.3% 79
2024
Q2 		$1.59M Buy
3,404
+39
+1% +$18K 0.26% 91
2024
Q1 		$1.53M Buy
3,365
+10
+0.3% +$4.38K 0.26% 91
2023
Q4 		$1.52M Sell
3,355
-22
-0.7% -$9.75K 0.21% 98
2023
Q3 		$1.38M Sell
3,377
-60
-2% -$26.6K 0.21% 100
2023
Q2 		$1.58M Sell
3,437
-26
-0.8% -$12.1K 0.2% 99
2023
Q1 		$1.64M Buy
3,463
+335
+11% +$157K 0.22% 94
2022
Q4 		$1.52M Sell
3,128
-182
-5% -$84.6K 0.21% 96
2022
Q3 		$1.28M Buy
3,310
+91
+3% +$38K 0.21% 92
2022
Q2 		$1.38M Sell
3,219
-157
-5% -$68.9K 0.21% 89
2022
Q1 		$1.49M Buy
3,376
+66
+2% +$26.8K 0.2% 87
2021
Q4 		$1.18M Sell
3,310
-169
-5% -$58.5K 0.16% 96
2021
Q3 		$1.29M Buy
3,479
+957
+38% +$346K 0.17% 86
2021
Q2 		$954K Buy
2,522
+766
+44% +$295K 0.13% 107
2021
Q1 		$649K Sell
1,756
-122
-6% -$41.9K 0.1% 139
2020
Q4 		$667K Buy
+1,878
New +$690K 0.12% 127

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

Mayflower Financial Advisors's LMT Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its Lockheed Martin (LMT) stake by 1.9% in Q2 2026, selling an estimated $23.8K and leaving 2,254 shares worth $1.15M. The position accounts for 0.1% of the portfolio, ranked #178.

Mayflower Financial Advisors first reported a position in LMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.97M in Q3 2024. 1,003 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Mayflower Financial Advisors held 2,254 shares of Lockheed Martin worth $1.15M as of Q2 2026.
  • Mayflower Financial Advisors sold 44 Lockheed Martin shares in Q2 2026, an estimated $23.8K.
  • Lockheed Martin made up 0.1% of Mayflower Financial Advisors's portfolio in Q2 2026, its #178 holding.
  • Mayflower Financial Advisors first reported a position in Lockheed Martin in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's Lockheed Martin position peaked at $1.97M in Q3 2024.
  • 1,003 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.