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Regent Peak Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Regent Peak Wealth 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 		$771K Buy
1,513
+65
+4% +$35.1K 0.14% 72
2026
Q1 		$875K Buy
1,448
+11
+0.8% +$6.78K 0.18% 61
2025
Q4 		$695K Sell
1,437
-116
-7% -$55.5K 0.14% 64
2025
Q3 		$775K Buy
+1,553
New +$705K 0.16% 58
2025
Q1 		$706K Sell
1,581
-27
-2% -$12.4K 0.17% 60
2024
Q4 		$782K Buy
1,608
+9
+0.6% +$4.91K 0.18% 60
2024
Q3 		$935K Sell
1,599
-117
-7% -$62.8K 0.21% 64
2024
Q2 		$802K Sell
1,716
-144
-8% -$66.5K 0.18% 69
2024
Q1 		$846K Sell
1,860
-4,328
-70% -$1.9M 0.22% 63
2023
Q4 		$2.8M Buy
6,188
+371
+6% +$164K 0.76% 31
2023
Q3 		$2.38M Buy
5,817
+11
+0.2% +$4.88K 0.73% 33
2023
Q2 		$2.67M Sell
5,806
-338
-6% -$157K 0.78% 28
2023
Q1 		$2.9M Buy
6,144
+369
+6% +$173K 0.9% 24
2022
Q4 		$2.81M Buy
5,775
+285
+5% +$132K 0.92% 23
2022
Q3 		$2.12M Buy
5,490
+12
+0.2% +$5.01K 0.75% 30
2022
Q2 		$2.35M Sell
5,478
-827
-13% -$363K 0.77% 30
2022
Q1 		$2.78M Buy
6,305
+455
+8% +$184K 0.8% 23
2021
Q4 		$2.08M Sell
5,850
-1,516
-21% -$524K 0.57% 39
2021
Q3 		$2.54M Buy
7,366
+98
+1% +$35.5K 0.73% 26
2021
Q2 		$2.7M Buy
7,268
+727
+11% +$280K 0.75% 24
2021
Q1 		$2.42M Buy
6,541
+1,183
+22% +$406K 0.79% 23
2020
Q4 		$1.9M Buy
5,358
+47
+0.9% +$17.3K 0.63% 29
2020
Q3 		$2.04M Buy
5,311
+246
+5% +$93.9K 0.87% 24
2020
Q2 		$1.85M Buy
5,065
+741
+17% +$280K 0.84% 25
2020
Q1 		$1.47M Buy
4,324
+151
+4% +$59.4K 0.82% 24
2019
Q4 		$1.62M Buy
+4,173
New +$1.6M 0.74% 25

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Regent Peak Wealth Advisors's LMT Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Lockheed Martin (LMT) stake by 4.5% in Q2 2026, buying an estimated $35.1K and bringing the position to 1,513 shares worth $771K. The position accounts for 0.14% of the portfolio, ranked #72.

Regent Peak Wealth Advisors first reported a position in LMT in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.9M in Q1 2023. 568 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Regent Peak Wealth Advisors held 1,513 shares of Lockheed Martin worth $771K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 65 Lockheed Martin shares in Q2 2026, an estimated $35.1K.
  • Lockheed Martin made up 0.14% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #72 holding.
  • Regent Peak Wealth Advisors first reported a position in Lockheed Martin in Q4 2019 and has held it in 26 quarters since.
  • Regent Peak Wealth Advisors's Lockheed Martin position peaked at $2.9M in Q1 2023.
  • 568 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.