Schear Investment Advisers’s Lockheed Martin LMT Stock Holding History

Schear 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	$708K	Sell	1,390 -119	-8%	-$64.3K	0.24%	63
2026 Q1	$912K	Buy	1,509 +14	+0.9%	+$8.62K	0.4%	57
2025 Q4	$723K	Sell	1,495 -26	-2%	-$12.4K	0.31%	64
2025 Q3	$759K	Buy	1,521 +33	+2%	+$15K	0.34%	69
2025 Q2	$689K	Buy	1,488 +342	+30%	+$160K	0.34%	71
2025 Q1	$512K	Sell	1,146 -1	-0.1%	-$460	0.29%	71
2024 Q4	$557K	Buy	1,147 +22	+2%	+$12K	0.3%	70
2024 Q3	$658K	Buy	1,125 +442	+65%	+$237K	0.41%	70
2024 Q2	$319K	Buy	683 +91	+15%	+$42.1K	0.23%	76
2024 Q1	$269K	Buy	592 +46	+8%	+$20.2K	0.22%	76
2023 Q4	$247K	Buy	546 +23	+4%	+$10.2K	0.24%	74
2023 Q3	$214K	Hold	523	–	–	0.23%	75
2023 Q2	$241K	Sell	523 -2	-0.4%	-$928	0.25%	78
2023 Q1	$248K	Hold	525	–	–	0.3%	80
2022 Q4	$255K	Buy	+525	New	+$244K	0.32%	86

Other funds holding LMT

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 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

Focused Investors Los Angeles, California $2.96B AUM 15.6% 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

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

Schear Investment Advisers reduced its Lockheed Martin (LMT) stake by 7.9% in Q2 2026, selling an estimated $64.3K and leaving 1,390 shares worth $708K. The position accounts for 0.24% of the portfolio, ranked #63.

Schear Investment Advisers first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $912K in Q1 2026. 1,088 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Schear Investment Advisers held 1,390 shares of Lockheed Martin worth $708K as of Q2 2026.
Schear Investment Advisers sold 119 Lockheed Martin shares in Q2 2026, an estimated $64.3K.
Lockheed Martin made up 0.24% of Schear Investment Advisers's portfolio in Q2 2026, its #63 holding.
Schear Investment Advisers first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
Schear Investment Advisers's Lockheed Martin position peaked at $912K in Q1 2026.
1,088 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Schear Investment Advisers's 13F filing for Q2 2026, filed 27 Jul 2026.