Rational Advisors’s Lockheed Martin LMT Stock Holding History

Rational 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	$42.8K	Buy	84 +8	+11%	+$4.33K	﹤0.01%	145
2026 Q1	$45.9K	Hold	76	–	–	﹤0.01%	124
2025 Q4	$36.8K	Buy	76 +10	+15%	+$4.79K	﹤0.01%	138
2025 Q3	$32.9K	Sell	66 -6	-8%	-$2.72K	﹤0.01%	147
2025 Q2	$33.3K	Buy	+72	New	+$33.7K	﹤0.01%	144
2024 Q4	–	Sell	-76	Closed	-$44.4K	–	148
2024 Q3	$44.4K	Sell	76 -12	-14%	-$6.44K	﹤0.01%	132
2024 Q2	$41.1K	Sell	88 -5	-5%	-$2.31K	﹤0.01%	170
2024 Q1	$42.3K	Hold	93	–	–	﹤0.01%	197
2023 Q4	$42.2K	Hold	93	–	–	﹤0.01%	179
2023 Q3	$38K	Buy	+93	New	+$41.3K	﹤0.01%	193
2020 Q4	–	Sell	-2,521	Closed	-$967K	–	440
2020 Q3	$967K	Buy	2,521 +2,374	+1,615%	+$906K	0.41%	96
2020 Q2	$54K	Buy	+147	New	+$55.5K	0.03%	182
2020 Q1	–	Sell	-590	Closed	-$230K	–	366
2019 Q4	$230K	Buy	590 +447	+313%	+$172K	0.11%	174
2019 Q3	$56K	Sell	143 -2,438	-94%	-$917K	0.02%	347
2019 Q2	$938K	Buy	2,581 +2,203	+583%	+$737K	0.33%	111
2019 Q1	$113K	Buy	378 +204	+117%	+$59.8K	0.03%	251
2018 Q4	$46K	Sell	174 -6,334	-97%	-$1.92M	0.01%	290
2018 Q3	$2.25M	Buy	6,508 +6,358	+4,239%	+$2.05M	0.54%	52
2018 Q2	$44K	Buy	150 +143	+2,043%	+$46.1K	0.02%	265
2018 Q1	$2K	Buy	+7	New	+$2.38K	﹤0.01%	473
2017 Q3	–	Sell	-1,450	Closed	-$402K	–	359
2017 Q2	$402K	Buy	1,450 +300	+26%	+$82.4K	0.25%	116
2017 Q1	$308K	Buy	+1,150	New	+$301K	0.2%	122
2016 Q3	–	Sell	-7,975	Closed	-$1.98M	–	292
2016 Q2	$1.98M	Hold	7,975	–	–	1.37%	22
2016 Q1	$1.77M	Buy	+7,975	New	+$1.72M	1.16%	21
2015 Q3	$14K	Hold	66	–	–	0.01%	298
2015 Q2	$12K	Hold	66	–	–	﹤0.01%	327
2015 Q1	$13K	Sell	66 -44	-40%	-$8.69K	﹤0.01%	313
2014 Q4	$21K	Buy	+110	New	+$20.4K	﹤0.01%	341
2013 Q4	$396K	Sell	2,665 -17,511	-87%	-$2.38M	0.03%	382
2013 Q3	$2.57M	Buy	20,176 +20,000	+11,364%	+$2.43M	0.2%	161
2013 Q2	$19K	Buy	+176	New	+$18K	﹤0.01%	760

Other funds holding LMT

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 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

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Rational Advisors's LMT Position: Q2 2026 in Review

Rational Advisors increased its Lockheed Martin (LMT) stake by 11% in Q2 2026, buying an estimated $4.33K and bringing the position to 84 shares worth $42.8K. The position accounts for ﹤0.01% of the portfolio, ranked #145.

Rational Advisors first reported a position in LMT in Q2 2013 and has held it in 31 quarters since. The position peaked at $2.57M in Q3 2013. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Rational Advisors held 84 shares of Lockheed Martin worth $42.8K as of Q2 2026.
Rational Advisors bought 8 Lockheed Martin shares in Q2 2026, an estimated $4.33K.
Lockheed Martin made up ﹤0.01% of Rational Advisors's portfolio in Q2 2026, its #145 holding.
Rational Advisors first reported a position in Lockheed Martin in Q2 2013 and has held it in 31 quarters since.
Rational Advisors's Lockheed Martin position peaked at $2.57M in Q3 2013.
898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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