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Petredis Investment Advisors’s Lockheed Martin LMT Stock Holding History

Petredis Investment 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 		$4.87M Sell
9,557
-24
-0.3% -$13K 0.33% 58
2026
Q1 		$5.79M Sell
9,581
-89
-0.9% -$54.8K 0.47% 46
2025
Q4 		$4.68M Sell
9,670
-119
-1% -$56.9K 0.37% 59
2025
Q3 		$4.89M Sell
9,789
-232
-2% -$105K 0.39% 55
2025
Q2 		$4.64M Buy
10,021
+141
+1% +$66K 0.41% 55
2025
Q1 		$4.41M Buy
9,880
+93
+1% +$42.8K 0.46% 48
2024
Q4 		$4.76M Sell
9,787
-218
-2% -$119K 0.49% 43
2024
Q3 		$5.85M Buy
10,005
+30
+0.3% +$16.1K 0.62% 37
2024
Q2 		$4.66M Sell
9,975
-11
-0.1% -$5.08K 0.52% 46
2024
Q1 		$4.54M Buy
9,986
+220
+2% +$96.4K 0.54% 45
2023
Q4 		$4.43M Sell
9,766
-300
-3% -$133K 0.58% 43
2023
Q3 		$4.12M Buy
10,066
+10
+0.1% +$4.44K 0.59% 40
2023
Q2 		$4.63M Sell
10,056
-13
-0.1% -$6.03K 0.64% 39
2023
Q1 		$4.76M Buy
10,069
+122
+1% +$57.2K 0.74% 35
2022
Q4 		$4.84M Buy
+9,947
New +$4.62M 0.88% 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

Petredis Investment Advisors's LMT Position: Q2 2026 in Review

Petredis Investment Advisors reduced its Lockheed Martin (LMT) stake by 0.25% in Q2 2026, selling an estimated $13K and leaving 9,557 shares worth $4.87M. The position accounts for 0.33% of the portfolio, ranked #58.

Petredis Investment Advisors first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.85M in Q3 2024. 839 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Petredis Investment Advisors held 9,557 shares of Lockheed Martin worth $4.87M as of Q2 2026.
  • Petredis Investment Advisors sold 24 Lockheed Martin shares in Q2 2026, an estimated $13K.
  • Lockheed Martin made up 0.33% of Petredis Investment Advisors's portfolio in Q2 2026, its #58 holding.
  • Petredis Investment Advisors first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
  • Petredis Investment Advisors's Lockheed Martin position peaked at $5.85M in Q3 2024.
  • 839 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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