Moisand Fitzgerald Tamayo’s Lockheed Martin LMT Stock Holding History

Moisand Fitzgerald Tamayo’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	$77.9K	Hold	153	–	–	0.01%	177
2026 Q1	$92.5K	Buy	153 +58	+61%	+$35.7K	0.01%	157
2025 Q4	$45.9K	Hold	95	–	–	0.01%	208
2025 Q3	$47.4K	Sell	95 -64	-40%	-$29K	0.01%	205
2025 Q2	$73.6K	Sell	159 -2	-1%	-$936	0.01%	162
2025 Q1	$71.9K	Hold	161	–	–	0.01%	164
2024 Q4	$78.2K	Hold	161	–	–	0.01%	156
2024 Q3	$94.1K	Hold	161	–	–	0.01%	150
2024 Q2	$75.2K	Hold	161	–	–	0.01%	149
2024 Q1	$73.2K	Hold	161	–	–	0.01%	154
2023 Q4	$73K	Sell	161 -3	-2%	-$1.33K	0.01%	151
2023 Q3	$67.1K	Buy	164 +100	+156%	+$44.4K	0.01%	157
2023 Q2	$29.5K	Hold	64	–	–	0.01%	217
2023 Q1	$30.3K	Sell	64 -204	-76%	-$95.7K	0.01%	221
2022 Q4	$130K	Buy	268 +3	+1%	+$1.39K	0.03%	114
2022 Q3	$102K	Buy	265 +19	+8%	+$7.93K	0.03%	118
2022 Q2	$106K	Buy	246 +42	+21%	+$18.4K	0.03%	117
2022 Q1	$90K	Sell	204 -150	-42%	-$60.8K	0.04%	87
2021 Q4	$126K	Hold	354	–	–	0.04%	103
2021 Q3	$122K	Hold	354	–	–	0.04%	102
2021 Q2	$134K	Hold	354	–	–	0.05%	95
2021 Q1	$131K	Sell	354 -3	-0.8%	-$1.03K	0.06%	88
2020 Q4	$127K	Buy	357 +3	+0.8%	+$1.1K	0.06%	89
2020 Q3	$136K	Hold	354	–	–	0.07%	82
2020 Q2	$129K	Hold	354	–	–	0.07%	81
2020 Q1	$120K	Sell	354 -25	-7%	-$9.83K	0.08%	80
2019 Q4	$148K	Hold	379	–	–	0.08%	84
2019 Q3	$148K	Sell	379 -7	-2%	-$2.63K	0.08%	83
2019 Q2	$140K	Hold	386	–	–	0.08%	83
2019 Q1	$116K	Buy	386 +342	+777%	+$100K	0.06%	91
2018 Q4	$12K	Hold	44	–	–	0.01%	181
2018 Q3	$15K	Hold	44	–	–	0.01%	188
2018 Q2	$13K	Hold	44	–	–	0.01%	183
2018 Q1	$15K	Hold	44	–	–	0.01%	181
2017 Q4	$14K	Hold	44	–	–	0.01%	178
2017 Q3	$14K	Buy	+44	New	+$13.1K	0.01%	190

Other funds holding LMT

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Moisand Fitzgerald Tamayo's LMT Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Lockheed Martin (LMT) position steady in Q2 2026 at 153 shares worth $77.9K. The position accounts for 0.01% of the portfolio, ranked #177.

Moisand Fitzgerald Tamayo first reported a position in LMT in Q3 2017 and has held it in 36 quarters since. The position peaked at $148K in Q4 2019. 682 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Moisand Fitzgerald Tamayo held 153 shares of Lockheed Martin worth $77.9K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #177 holding.
Moisand Fitzgerald Tamayo first reported a position in Lockheed Martin in Q3 2017 and has held it in 36 quarters since.
Moisand Fitzgerald Tamayo's Lockheed Martin position peaked at $148K in Q4 2019.
682 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.