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Northern Financial Advisors’s Lockheed Martin LMT Stock Holding History

Northern 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 		$488K Sell
957
-33
-3% -$17.8K 0.32% 76
2026
Q1 		$598K Buy
990
+547
+123% +$337K 0.44% 65
2025
Q4 		$214K Sell
443
-509
-53% -$244K 0.24% 85
2025
Q3 		$475K Sell
952
-144
-13% -$65.3K 0.25% 87
2025
Q2 		$508K Buy
1,096
+9
+0.8% +$4.21K 0.38% 69
2025
Q1 		$486K Sell
1,087
-66
-6% -$30.4K 0.4% 73
2024
Q4 		$560K Sell
1,153
-492
-30% -$268K 0.45% 64
2024
Q3 		$962K Sell
1,645
-210
-11% -$113K 0.73% 47
2024
Q2 		$866K Sell
1,855
-212
-10% -$98K 0.69% 51
2024
Q1 		$940K Sell
2,067
-19
-0.9% -$8.33K 0.73% 45
2023
Q4 		$945K Buy
2,086
+67
+3% +$29.7K 0.8% 43
2023
Q3 		$826K Buy
2,019
+1,206
+148% +$535K 0.76% 46
2023
Q2 		$374K Sell
813
-55
-6% -$25.5K 0.33% 81
2023
Q1 		$410K Sell
868
-78
-8% -$36.6K 0.39% 76
2022
Q4 		$460K Buy
+946
New +$440K 0.52% 58

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

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

Northern Financial Advisors reduced its Lockheed Martin (LMT) stake by 3.3% in Q2 2026, selling an estimated $17.8K and leaving 957 shares worth $488K. The position accounts for 0.32% of the portfolio, ranked #76.

Northern Financial Advisors first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $962K in Q3 2024. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Northern Financial Advisors held 957 shares of Lockheed Martin worth $488K as of Q2 2026.
  • Northern Financial Advisors sold 33 Lockheed Martin shares in Q2 2026, an estimated $17.8K.
  • Lockheed Martin made up 0.32% of Northern Financial Advisors's portfolio in Q2 2026, its #76 holding.
  • Northern Financial Advisors first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
  • Northern Financial Advisors's Lockheed Martin position peaked at $962K in Q3 2024.
  • 2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.