Moss Adams Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Moss Adams Wealth 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	$327K	Sell	642 -2	-0.3%	-$1.08K	0.02%	211
2026 Q1	$389K	Buy	644 +99	+18%	+$61K	0.03%	175
2025 Q4	$264K	Buy	545 +25	+5%	+$12K	0.02%	214
2025 Q3	$260K	Sell	520 -127	-20%	-$57.6K	0.02%	208
2025 Q2	$300K	Buy	647 +176	+37%	+$82.4K	0.03%	192
2025 Q1	$210K	Sell	471 -60	-11%	-$27.6K	0.02%	203
2024 Q4	$258K	Buy	531 +52	+11%	+$28.3K	0.03%	163
2024 Q3	$280K	Buy	+479	New	+$257K	0.03%	153

Other funds holding LMT

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

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

Moss Adams Wealth Advisors's LMT Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its Lockheed Martin (LMT) stake by 0.31% in Q2 2026, selling an estimated $1.08K and leaving 642 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #211.

Moss Adams Wealth Advisors first reported a position in LMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $389K in Q1 2026. 1,063 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Moss Adams Wealth Advisors held 642 shares of Lockheed Martin worth $327K as of Q2 2026.
Moss Adams Wealth Advisors sold 2 Lockheed Martin shares in Q2 2026, an estimated $1.08K.
Lockheed Martin made up 0.02% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #211 holding.
Moss Adams Wealth Advisors first reported a position in Lockheed Martin in Q3 2024 and has held it in 8 quarters since.
Moss Adams Wealth Advisors's Lockheed Martin position peaked at $389K in Q1 2026.
1,063 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.