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Realta Investment Advisors’s Lockheed Martin LMT Stock Holding History

Realta 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 		$409K Buy
803
+58
+8% +$31.4K 0.13% 151
2026
Q1 		$450K Sell
745
-3
-0.4% -$1.85K 0.16% 132
2025
Q4 		$362K Hold
748
– – 0.12% 151
2025
Q3 		$373K Buy
748
+11
+1% +$4.99K 0.12% 142
2025
Q2 		$341K Sell
737
-129
-15% -$60.4K 0.13% 135
2025
Q1 		$387K Sell
866
-18
-2% -$8.29K 0.18% 119
2024
Q4 		$426K Sell
884
-364
-29% -$198K 0.17% 117
2024
Q3 		$762K Sell
1,248
-1,187
-49% -$637K 0.35% 70
2024
Q2 		$1.14M Sell
2,435
-576
-19% -$266K 0.22% 108
2024
Q1 		$1.37M Buy
3,011
+254
+9% +$111K 0.28% 85
2023
Q4 		$1.25M Sell
2,757
-123
-4% -$54.5K 0.28% 89
2023
Q3 		$1.33M Sell
2,880
-449
-13% -$199K 0.3% 72
2023
Q2 		$1.53M Buy
3,329
+185
+6% +$85.9K 0.33% 66
2023
Q1 		$1.49M Buy
3,144
+312
+11% +$146K 0.36% 70
2022
Q4 		$1.38M Sell
2,832
-170
-6% -$79K 0.34% 68
2022
Q3 		$1.16M Sell
3,002
-30
-1% -$12.5K 0.3% 74
2022
Q2 		$1.31M Sell
3,032
-219
-7% -$96.2K 0.32% 71
2022
Q1 		$1.44M Buy
3,251
+12
+0.4% +$4.87K 0.29% 78
2021
Q4 		$1.15M Buy
3,239
+180
+6% +$62.3K 0.25% 96
2021
Q3 		$1.06M Buy
3,059
+131
+4% +$47.4K 0.25% 96
2021
Q2 		$1.11M Sell
2,928
-93
-3% -$35.8K 0.26% 94
2021
Q1 		$1.12M Buy
3,021
+337
+13% +$116K 0.29% 87
2020
Q4 		$953K Sell
2,684
-482
-15% -$177K 0.27% 85
2020
Q3 		$1.21M Buy
3,166
+688
+28% +$263K 0.41% 52
2020
Q2 		$904K Buy
2,478
+97
+4% +$36.6K 0.3% 78
2020
Q1 		$807K Sell
2,381
-726
-23% -$286K 0.35% 67
2019
Q4 		$1.22M Sell
3,107
-43
-1% -$16.5K 0.33% 53
2019
Q3 		$1.23M Sell
3,150
-126
-4% -$47.4K 0.33% 48
2019
Q2 		$1.18M Sell
3,276
-332
-9% -$111K 0.33% 55
2019
Q1 		$1.09M Buy
+3,608
New +$1.06M 0.5% 34

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

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

Realta Investment Advisors increased its Lockheed Martin (LMT) stake by 7.8% in Q2 2026, buying an estimated $31.4K and bringing the position to 803 shares worth $409K. The position accounts for 0.13% of the portfolio, ranked #151.

Realta Investment Advisors first reported a position in LMT in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.53M in Q2 2023. 984 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Realta Investment Advisors held 803 shares of Lockheed Martin worth $409K as of Q2 2026.
  • Realta Investment Advisors bought 58 Lockheed Martin shares in Q2 2026, an estimated $31.4K.
  • Lockheed Martin made up 0.13% of Realta Investment Advisors's portfolio in Q2 2026, its #151 holding.
  • Realta Investment Advisors first reported a position in Lockheed Martin in Q1 2019 and has held it in 30 quarters since.
  • Realta Investment Advisors's Lockheed Martin position peaked at $1.53M in Q2 2023.
  • 984 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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