MLA
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MB, Levis & Associates’s Lockheed Martin LMT Stock Holding History

MB, Levis & Associates’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 		$287K Buy
564
+3
+0.5% +$1.62K 0.11% 54
2026
Q1 		$339K Buy
561
+2
+0.4% +$1.23K 0.14% 47
2025
Q4 		$271K Buy
559
+102
+22% +$48.8K 0.11% 50
2025
Q3 		$228K Sell
457
-96
-17% -$43.6K 0.1% 53
2025
Q2 		$256K Buy
553
+2
+0.4% +$936 0.11% 60
2025
Q1 		$246K Buy
551
+188
+52% +$86.5K 0.11% 62
2024
Q4 		$176K Sell
363
-129
-26% -$70.3K 0.09% 67
2024
Q3 		$287K Buy
492
+200
+68% +$107K 0.14% 56
2024
Q2 		$136K Buy
292
+2
+0.7% +$924 0.07% 72
2024
Q1 		$132K Buy
290
+31
+12% +$13.6K 0.07% 68
2023
Q4 		$117K Hold
259
– – 0.07% 71
2023
Q3 		$106K Buy
259
+1
+0.4% +$444 0.07% 74
2023
Q2 		$119K Buy
258
+1
+0.4% +$464 0.08% 74
2023
Q1 		$122K Buy
257
+1
+0.4% +$469 0.08% 74
2022
Q4 		$124K Buy
+256
New +$119K 0.1% 63

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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 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

MB, Levis & Associates's LMT Position: Q2 2026 in Review

MB, Levis & Associates increased its Lockheed Martin (LMT) stake by 0.53% in Q2 2026, buying an estimated $1.62K and bringing the position to 564 shares worth $287K. The position accounts for 0.11% of the portfolio, ranked #54.

MB, Levis & Associates first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $339K in Q1 2026. 1,088 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • MB, Levis & Associates held 564 shares of Lockheed Martin worth $287K as of Q2 2026.
  • MB, Levis & Associates bought 3 Lockheed Martin shares in Q2 2026, an estimated $1.62K.
  • Lockheed Martin made up 0.11% of MB, Levis & Associates's portfolio in Q2 2026, its #54 holding.
  • MB, Levis & Associates first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
  • MB, Levis & Associates's Lockheed Martin position peaked at $339K in Q1 2026.
  • 1,088 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.