OFA
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Oak Family Advisors’s Lockheed Martin LMT Stock Holding History

Oak Family 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 		$363K Buy
713
+1
+0.1% +$541 0.09% 90
2026
Q1 		$431K Sell
712
-130
-15% -$80.1K 0.12% 85
2025
Q4 		$407K Sell
842
-35
-4% -$16.8K 0.11% 85
2025
Q3 		$438K Sell
877
-10
-1% -$4.54K 0.11% 79
2025
Q2 		$411K Sell
887
-9
-1% -$4.21K 0.13% 73
2025
Q1 		$400K Sell
896
-224
-20% -$103K 0.13% 69
2024
Q4 		$544K Sell
1,120
-5
-0.4% -$2.73K 0.2% 71
2024
Q3 		$657K Hold
1,125
– – 0.2% 81
2024
Q2 		$526K Sell
1,125
-14
-1% -$6.47K 0.18% 87
2024
Q1 		$518K Sell
1,139
-1,388
-55% -$608K 0.2% 82
2023
Q4 		$1.15M Buy
2,527
+870
+53% +$385K 0.48% 52
2023
Q3 		$678K Buy
1,657
+281
+20% +$125K 0.32% 63
2023
Q2 		$633K Sell
1,376
-4
-0.3% -$1.86K 0.3% 69
2023
Q1 		$652K Sell
1,380
-292
-17% -$137K 0.32% 64
2022
Q4 		$813K Hold
1,672
– – 0.44% 53
2022
Q3 		$646K Buy
1,672
+1
+0.1% +$418 0.35% 52
2022
Q2 		$718K Sell
1,671
-779
-32% -$342K 0.36% 57
2022
Q1 		$1.08M Sell
2,450
-369
-13% -$150K 0.42% 49
2021
Q4 		$1M Sell
2,819
-2,067
-42% -$715K 0.37% 57
2021
Q3 		$1.69M Sell
4,886
-23
-0.5% -$8.32K 0.62% 40
2021
Q2 		$1.86M Sell
4,909
-3
-0.1% -$1.15K 0.78% 32
2021
Q1 		$1.81M Buy
4,912
+837
+21% +$287K 0.79% 31
2020
Q4 		$1.45M Buy
+4,075
New +$1.5M 0.75% 33

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

Oak Family Advisors's LMT Position: Q2 2026 in Review

Oak Family Advisors increased its Lockheed Martin (LMT) stake by 0.14% in Q2 2026, buying an estimated $541 and bringing the position to 713 shares worth $363K. The position accounts for 0.09% of the portfolio, ranked #90.

Oak Family Advisors first reported a position in LMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.86M in Q2 2021. 991 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Oak Family Advisors held 713 shares of Lockheed Martin worth $363K as of Q2 2026.
  • Oak Family Advisors bought 1 Lockheed Martin share in Q2 2026, an estimated $541.
  • Lockheed Martin made up 0.09% of Oak Family Advisors's portfolio in Q2 2026, its #90 holding.
  • Oak Family Advisors first reported a position in Lockheed Martin in Q4 2020 and has held it in 23 quarters since.
  • Oak Family Advisors's Lockheed Martin position peaked at $1.86M in Q2 2021.
  • 991 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.