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Northstar Advisory Group’s Lockheed Martin LMT Stock Holding History

Northstar Advisory Group’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 		– Sell
-4,580
Closed -$2.77M – 128
2026
Q1 		$2.77M Buy
+4,580
New +$2.82M 1.03% 23
2024
Q1 		– Sell
-575
Closed -$261K – 102
2023
Q4 		$261K Buy
+575
New +$255K 0.16% 81
2021
Q1 		– Sell
-600
Closed -$213K – 112
2020
Q4 		$213K Buy
+600
New +$221K 0.18% 102

Other funds holding LMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Northstar Advisory Group's LMT Position: Q2 2026 in Review

Northstar Advisory Group sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 4,580 shares — an estimated $2.77M sold.

Northstar Advisory Group first reported a position in LMT in Q4 2020 and held it in 3 quarters. The position peaked at $2.77M in Q1 2026. 1,322 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Northstar Advisory Group reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Northstar Advisory Group sold 4,580 Lockheed Martin shares in Q2 2026, an estimated $2.77M.
  • Northstar Advisory Group first reported a position in Lockheed Martin in Q4 2020 and held it in 3 quarters.
  • Northstar Advisory Group's Lockheed Martin position peaked at $2.77M in Q1 2026.
  • 1,322 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.