Register Financial Advisors’s Lockheed Martin LMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-359	Closed	-$217K	–	428
2026 Q1	$217K	Buy	+359	New	+$221K	0.08%	208
2025 Q2	–	Sell	-859	Closed	-$384K	–	341
2025 Q1	$384K	Sell	859 -931	-52%	-$429K	0.2%	115
2024 Q4	$870K	Sell	1,790 -50	-3%	-$27.3K	0.44%	61
2024 Q3	$1.08M	Hold	1,840	–	–	0.55%	52
2024 Q2	$859K	Buy	1,840 +791	+75%	+$366K	0.43%	58
2024 Q1	$477K	Sell	1,049 -30	-3%	-$13.1K	0.25%	97
2023 Q4	$489K	Buy	1,079 +1	+0.1%	+$443	0.33%	83
2023 Q3	$441K	Buy	1,078 +29	+3%	+$12.9K	0.32%	75
2023 Q2	$483K	Buy	1,049 +25	+2%	+$11.6K	0.34%	74
2023 Q1	$484K	Buy	1,024 +200	+24%	+$93.8K	0.38%	72
2022 Q4	$401K	Buy	+824	New	+$383K	0.26%	100

Other funds holding LMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Register Financial Advisors's LMT Position: Q2 2026 in Review

Register Financial Advisors sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 359 shares — an estimated $217K sold.

Register Financial Advisors first reported a position in LMT in Q4 2022 and held it in 11 quarters. The position peaked at $1.08M in Q3 2024. 1,322 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Register Financial Advisors reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
Register Financial Advisors sold 359 Lockheed Martin shares in Q2 2026, an estimated $217K.
Register Financial Advisors first reported a position in Lockheed Martin in Q4 2022 and held it in 11 quarters.
Register Financial Advisors's Lockheed Martin position peaked at $1.08M in Q3 2024.
1,322 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.