O'Keefe Stevens Advisory’s Lockheed Martin LMT Stock Holding History

O'Keefe Stevens Advisory’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	$1.16M	Buy	2,277 +79	+4%	+$42.7K	0.24%	42
2026 Q1	$1.33M	Buy	2,198 +328	+18%	+$202K	0.33%	37
2025 Q4	$904K	Sell	1,870 -57	-3%	-$27.3K	0.23%	42
2025 Q3	$962K	Buy	1,927 +37	+2%	+$16.8K	0.26%	40
2025 Q2	$876K	Buy	1,890 +333	+21%	+$156K	0.25%	42
2025 Q1	$696K	Buy	1,557 +337	+28%	+$155K	0.23%	42
2024 Q4	$593K	Buy	1,220 +340	+39%	+$185K	0.18%	44
2024 Q3	$514K	Buy	880 +215	+32%	+$115K	0.16%	43
2024 Q2	$311K	Buy	665 +126	+23%	+$58.2K	0.1%	49
2024 Q1	$245K	Buy	+539	New	+$236K	0.08%	53

Other funds holding LMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

O'Keefe Stevens Advisory's LMT Position: Q2 2026 in Review

O'Keefe Stevens Advisory increased its Lockheed Martin (LMT) stake by 3.6% in Q2 2026, buying an estimated $42.7K and bringing the position to 2,277 shares worth $1.16M. The position accounts for 0.24% of the portfolio, ranked #42.

O'Keefe Stevens Advisory first reported a position in LMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.33M in Q1 2026. 1,251 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

O'Keefe Stevens Advisory held 2,277 shares of Lockheed Martin worth $1.16M as of Q2 2026.
O'Keefe Stevens Advisory bought 79 Lockheed Martin shares in Q2 2026, an estimated $42.7K.
Lockheed Martin made up 0.24% of O'Keefe Stevens Advisory's portfolio in Q2 2026, its #42 holding.
O'Keefe Stevens Advisory first reported a position in Lockheed Martin in Q1 2024 and has held it in 10 quarters since.
O'Keefe Stevens Advisory's Lockheed Martin position peaked at $1.33M in Q1 2026.
1,251 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on O'Keefe Stevens Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.