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Oak Harvest Investment Services’s Lockheed Martin LMT Stock Holding History

Oak Harvest Investment Services’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 		$1.31M Buy
2,567
+19
+0.7% +$10.3K 0.12% 102
2026
Q1 		$1.54M Sell
2,548
-72
-3% -$44.4K 0.16% 98
2025
Q4 		$1.27M Buy
2,620
+5
+0.2% +$2.39K 0.14% 107
2025
Q3 		$1.31M Sell
2,615
-12,104
-82% -$5.49M 0.15% 105
2025
Q2 		$6.82M Buy
14,719
+419
+3% +$196K 0.85% 41
2025
Q1 		$6.39M Sell
14,300
-1,997
-12% -$919K 0.89% 43
2024
Q4 		$7.92M Sell
16,297
-45
-0.3% -$24.5K 1.1% 28
2024
Q3 		$9.55M Sell
16,342
-5,618
-26% -$3.02M 1.37% 22
2024
Q2 		$10.3M Buy
21,960
+2,301
+12% +$1.06M 1.59% 19
2024
Q1 		$8.94M Buy
19,659
+1,777
+10% +$779K 1.46% 22
2023
Q4 		$8.1M Buy
17,882
+705
+4% +$312K 1.62% 21
2023
Q3 		$7.02M Buy
17,177
+2,067
+14% +$917K 1.49% 24
2023
Q2 		$6.96M Buy
15,110
+2,030
+16% +$942K 1.56% 22
2023
Q1 		$6.18M Buy
13,080
+1,170
+10% +$549K 1.42% 21
2022
Q4 		$5.79M Sell
11,910
-2,444
-17% -$1.14M 1.51% 26
2022
Q3 		$5.54M Buy
14,354
+830
+6% +$347K 1.48% 25
2022
Q2 		$5.82M Buy
13,524
+1,500
+12% +$659K 1.57% 26
2022
Q1 		$5.31M Buy
12,024
+175
+1% +$70.9K 1.31% 35
2021
Q4 		$4.21M Sell
11,849
-925
-7% -$320K 1.05% 46
2021
Q3 		$4.41M Buy
12,774
+1,272
+11% +$460K 1.29% 36
2021
Q2 		$4.35M Buy
11,502
+854
+8% +$328K 1.43% 31
2021
Q1 		$3.94M Sell
10,648
-3,195
-23% -$1.1M 1.51% 29
2020
Q4 		$4.91M Buy
+13,843
New +$5.09M 2.11% 13

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 Harvest Investment Services's LMT Position: Q2 2026 in Review

Oak Harvest Investment Services increased its Lockheed Martin (LMT) stake by 0.75% in Q2 2026, buying an estimated $10.3K and bringing the position to 2,567 shares worth $1.31M. The position accounts for 0.12% of the portfolio, ranked #102.

Oak Harvest Investment Services first reported a position in LMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.3M in Q2 2024. 938 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Oak Harvest Investment Services held 2,567 shares of Lockheed Martin worth $1.31M as of Q2 2026.
  • Oak Harvest Investment Services bought 19 Lockheed Martin shares in Q2 2026, an estimated $10.3K.
  • Lockheed Martin made up 0.12% of Oak Harvest Investment Services's portfolio in Q2 2026, its #102 holding.
  • Oak Harvest Investment Services first reported a position in Lockheed Martin in Q4 2020 and has held it in 23 quarters since.
  • Oak Harvest Investment Services's Lockheed Martin position peaked at $10.3M in Q2 2024.
  • 938 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.