MAM
LMT icon

Milestone Asset Management’s Lockheed Martin LMT Stock Holding History

Milestone Asset Management’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 		$1.4M Buy
2,756
+300
+12% +$162K 0.22% 102
2026
Q1 		$1.48M Sell
2,456
-1,181
-32% -$728K 0.27% 88
2025
Q4 		$1.76M Buy
3,637
+700
+24% +$335K 0.33% 66
2025
Q3 		$1.47M Sell
2,937
-343
-10% -$156K 0.28% 67
2025
Q2 		$1.52M Sell
3,280
-565
-15% -$264K 0.32% 59
2025
Q1 		$1.72M Sell
3,845
-188
-5% -$86.5K 0.37% 60
2024
Q4 		$1.96M Sell
4,033
-525
-12% -$286K 0.43% 61
2024
Q3 		$2.66M Sell
4,558
-851
-16% -$457K 0.6% 36
2024
Q2 		$2.53M Buy
5,409
+2,018
+60% +$933K 0.63% 36
2024
Q1 		$1.54M Buy
3,391
+2,438
+256% +$1.07M 0.44% 53
2023
Q4 		$432K Buy
953
+133
+16% +$58.9K 0.14% 42
2023
Q3 		$334K Sell
820
-99
-11% -$43.9K 0.12% 56
2023
Q2 		$423K Sell
919
-78
-8% -$36.2K 0.19% 37
2023
Q1 		$471K Buy
997
+522
+110% +$245K 0.27% 40
2022
Q4 		$209K Buy
+475
New +$221K 0.12% 68

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

Milestone Asset Management's LMT Position: Q2 2026 in Review

Milestone Asset Management increased its Lockheed Martin (LMT) stake by 12% in Q2 2026, buying an estimated $162K and bringing the position to 2,756 shares worth $1.4M. The position accounts for 0.22% of the portfolio, ranked #102.

Milestone Asset Management first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.66M in Q3 2024. 991 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Milestone Asset Management held 2,756 shares of Lockheed Martin worth $1.4M as of Q2 2026.
  • Milestone Asset Management bought 300 Lockheed Martin shares in Q2 2026, an estimated $162K.
  • Lockheed Martin made up 0.22% of Milestone Asset Management's portfolio in Q2 2026, its #102 holding.
  • Milestone Asset Management first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
  • Milestone Asset Management's Lockheed Martin position peaked at $2.66M in Q3 2024.
  • 991 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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