PCA
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Private Capital Advisors’s Lockheed Martin LMT Stock Holding History

Private Capital 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 		$9.93M Buy
19,491
+335
+2% +$181K 0.87% 24
2026
Q1 		$11.6M Sell
19,156
-47
-0.2% -$29K 1.33% 19
2025
Q4 		$9.29M Sell
19,203
-303
-2% -$145K 0.95% 24
2025
Q3 		$9.74M Sell
19,506
-477
-2% -$216K 1.08% 25
2025
Q2 		$9.25M Buy
19,983
+100
+0.5% +$46.8K 1.13% 23
2025
Q1 		$8.88M Sell
19,883
-450
-2% -$207K 1.06% 25
2024
Q4 		$9.88M Sell
20,333
-37
-0.2% -$20.2K 1.18% 25
2024
Q3 		$11.9M Sell
20,370
-267
-1% -$143K 1.3% 21
2024
Q2 		$9.64M Buy
20,637
+30
+0.1% +$13.9K 1.07% 25
2024
Q1 		$9.37M Sell
20,607
-58
-0.3% -$25.4K 1.17% 26
2023
Q4 		$9.37M Sell
20,665
-521
-2% -$231K 1.43% 19
2023
Q3 		$9.63M Buy
21,186
+664
+3% +$295K 1.49% 18
2023
Q2 		$9.45M Sell
20,522
-725
-3% -$337K 1.55% 19
2023
Q1 		$10M Sell
21,247
-7,020
-25% -$3.29M 1.89% 16
2022
Q4 		$13.8M Sell
28,267
-1,200
-4% -$558K 2.36% 15
2022
Q3 		$11.4M Buy
29,467
+1,192
+4% +$498K 1.97% 17
2022
Q2 		$12.2M Sell
28,275
-135
-0.5% -$59.3K 2.05% 14
2022
Q1 		$12.5M Sell
28,410
-150
-0.5% -$60.8K 1.83% 17
2021
Q4 		$10.2M Sell
28,560
-181
-0.6% -$62.6K 1.62% 23
2021
Q3 		$9.92M Sell
28,741
-2,063
-7% -$747K 1.65% 20
2021
Q2 		$11.7M Sell
30,804
-186
-0.6% -$71.5K 1.97% 19
2021
Q1 		$11.5M Sell
30,990
-1,225
-4% -$420K 2.14% 14
2020
Q4 		$11.4M Sell
32,215
-845
-3% -$311K 2.31% 13
2020
Q3 		$12.7M Sell
33,060
-165
-0.5% -$63K 2.94% 6
2020
Q2 		$12.1M Sell
33,225
-305
-0.9% -$115K 3.14% 11
2020
Q1 		$11.4M Buy
33,530
+17,465
+109% +$6.87M 3.6% 7
2019
Q4 		$6.25M Sell
16,065
-50
-0.3% -$19.2K 1.53% 27
2019
Q3 		$6.29M Sell
16,115
-91
-0.6% -$34.2K 1.75% 26
2019
Q2 		$5.89M Buy
16,206
+38
+0.2% +$12.7K 1.67% 27
2019
Q1 		$4.85M Buy
16,168
+924
+6% +$271K 1.47% 26
2018
Q4 		$3.99M Hold
15,244
– – 1.43% 27
2018
Q3 		$5.27M Hold
15,244
– – 1.46% 29
2018
Q2 		$4.5M Sell
15,244
-25
-0.2% -$8.06K 1.41% 30
2018
Q1 		$5.16M Sell
15,269
-125
-0.8% -$42.5K 1.72% 25
2017
Q4 		$4.94M Sell
15,394
-1,375
-8% -$433K 1.72% 25
2017
Q3 		$5.2M Sell
16,769
-80
-0.5% -$23.9K 1.78% 21
2017
Q2 		$4.68M Sell
16,849
-325
-2% -$89.3K 1.51% 24
2017
Q1 		$4.6M Sell
17,174
-479
-3% -$125K 1.5% 25
2016
Q4 		$4.41M Buy
17,653
+20
+0.1% +$5K 1.51% 24
2016
Q3 		$4.23M Buy
17,633
+63
+0.4% +$15.8K 1.51% 22
2016
Q2 		$4.36M Sell
17,570
-105
-0.6% -$24.8K 1.65% 21
2016
Q1 		$3.92M Sell
17,675
-100
-0.6% -$21.5K 1.75% 20
2015
Q4 		$3.86M Sell
17,775
-4
-0% -$868 1.67% 23
2015
Q3 		$3.69M Sell
17,779
-5
-0% -$1.02K 1.54% 25
2015
Q2 		$3.31M Buy
17,784
+338
+2% +$65.1K 1.08% 39
2015
Q1 		$3.54M Sell
17,446
-17
-0.1% -$3.36K 1.29% 37
2014
Q4 		$3.36M Sell
17,463
-115
-0.7% -$21.3K 1.27% 39
2014
Q3 		$3.21M Sell
17,578
-100
-0.6% -$17K 1.04% 48
2014
Q2 		$2.84M Sell
17,678
-60
-0.3% -$9.75K 0.92% 53
2014
Q1 		$2.9M Sell
17,738
-205
-1% -$32.2K 1.1% 40
2013
Q4 		$2.67M Sell
17,943
-125
-0.7% -$17K 0.91% 48
2013
Q3 		$2.31M Sell
18,068
-18,367
-50% -$2.23M 0.84% 48
2013
Q2 		$3.95M Buy
+36,435
New +$3.72M 1.47% 22

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

Private Capital Advisors's LMT Position: Q2 2026 in Review

Private Capital Advisors increased its Lockheed Martin (LMT) stake by 1.7% in Q2 2026, buying an estimated $181K and bringing the position to 19,491 shares worth $9.93M. The position accounts for 0.87% of the portfolio, ranked #24.

Private Capital Advisors first reported a position in LMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $13.8M in Q4 2022. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Private Capital Advisors held 19,491 shares of Lockheed Martin worth $9.93M as of Q2 2026.
  • Private Capital Advisors bought 335 Lockheed Martin shares in Q2 2026, an estimated $181K.
  • Lockheed Martin made up 0.87% of Private Capital Advisors's portfolio in Q2 2026, its #24 holding.
  • Private Capital Advisors first reported a position in Lockheed Martin in Q2 2013 and has held it in 53 quarters since.
  • Private Capital Advisors's Lockheed Martin position peaked at $13.8M in Q4 2022.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Private Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.