Sage Investment Advisers’s Lockheed Martin LMT Stock Holding History

Sage Investment Advisers’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	$2.14M	Buy	4,205 +1,365	+48%	+$738K	1.44%	22
2026 Q1	$1.75M	Buy	2,840 +11	+0.4%	+$6.78K	1.3%	23
2025 Q4	$1.37M	Buy	+2,829	New	+$1.35M	1.03%	29
2024 Q3	$2.62M	Sell	4,479 -731	-14%	-$392K	2.74%	12
2024 Q2	$2.43M	Sell	5,210 -70	-1%	-$32.4K	2.75%	11
2024 Q1	$2.4M	Buy	5,280 +1,195	+29%	+$524K	2.75%	11
2023 Q4	$1.85M	Sell	4,085 -310	-7%	-$137K	2.25%	16
2023 Q3	$1.8M	Buy	4,395 +535	+14%	+$237K	2.47%	13
2023 Q2	$1.78M	Buy	3,860 +1,000	+35%	+$464K	2.37%	16
2023 Q1	$1.35M	Hold	2,860	–	–	1.81%	24
2022 Q4	$1.39M	Sell	2,860 -40	-1%	-$18.6K	1.98%	21
2022 Q3	$1.12M	Sell	2,900 -50	-2%	-$20.9K	1.77%	21
2022 Q2	$1.27M	Hold	2,950	–	–	1.99%	17
2022 Q1	$1.3M	Buy	2,950 +1,425	+93%	+$578K	1.72%	20
2021 Q4	$542K	Buy	+1,525	New	+$527K	0.7%	37

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

Sage Investment Advisers's LMT Position: Q2 2026 in Review

Sage Investment Advisers increased its Lockheed Martin (LMT) stake by 48% in Q2 2026, buying an estimated $738K and bringing the position to 4,205 shares worth $2.14M. The position accounts for 1.44% of the portfolio, ranked #22.

Sage Investment Advisers first reported a position in LMT in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.62M in Q3 2024. 1,320 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Sage Investment Advisers held 4,205 shares of Lockheed Martin worth $2.14M as of Q2 2026.
Sage Investment Advisers bought 1,365 Lockheed Martin shares in Q2 2026, an estimated $738K.
Lockheed Martin made up 1.44% of Sage Investment Advisers's portfolio in Q2 2026, its #22 holding.
Sage Investment Advisers first reported a position in Lockheed Martin in Q4 2021 and has held it in 15 quarters since.
Sage Investment Advisers's Lockheed Martin position peaked at $2.62M in Q3 2024.
1,320 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.