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Shulman DeMeo Asset Management’s Lockheed Martin LMT Stock Holding History

Shulman DeMeo Asset Management’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 		$852K Sell
1,672
-6
-0.4% -$3.24K 0.16% 47
2026
Q1 		$1.01M Sell
1,678
-9
-0.5% -$5.54K 0.22% 39
2025
Q4 		$816K Sell
1,687
-2
-0.1% -$957 0.19% 40
2025
Q3 		$843K Buy
1,689
+3
+0.2% +$1.36K 0.19% 37
2025
Q2 		$781K Sell
1,686
-96
-5% -$44.9K 0.19% 39
2025
Q1 		$796K Buy
1,782
+18
+1% +$8.29K 0.22% 38
2024
Q4 		$857K Sell
1,764
-133
-7% -$72.5K 0.23% 35
2024
Q3 		$1.11M Sell
1,897
-3
-0.2% -$1.61K 0.27% 28
2024
Q2 		$887K Buy
1,900
+21
+1% +$9.71K 0.23% 33
2024
Q1 		$855K Hold
1,879
– – 0.23% 36
2023
Q4 		$852K Buy
1,879
+12
+0.6% +$5.32K 0.24% 37
2023
Q3 		$763K Sell
1,867
-125
-6% -$55.5K 0.26% 36
2023
Q2 		$917K Sell
1,992
-64
-3% -$29.7K 0.27% 35
2023
Q1 		$972K Hold
2,056
– – 0.31% 33
2022
Q4 		$1M Sell
2,056
-12
-0.6% -$5.58K 0.33% 31
2022
Q3 		$799K Sell
2,068
-12
-0.6% -$5.01K 0.28% 35
2022
Q2 		$894K Buy
2,080
+7
+0.3% +$3.07K 0.3% 35
2022
Q1 		$915K Buy
2,073
+134
+7% +$54.3K 0.25% 39
2021
Q4 		$689K Buy
1,939
+101
+5% +$34.9K 0.18% 49
2021
Q3 		$634K Buy
+1,838
New +$665K 0.55% 29
2021
Q2 		– Sell
-1,713
Closed -$633K – 109
2021
Q1 		$633K Buy
1,713
+521
+44% +$179K 0.17% 55
2020
Q4 		$423K Buy
+1,192
New +$438K 0.12% 83
2020
Q1 		– Sell
-758
Closed -$295K – 112
2019
Q4 		$295K Buy
758
+88
+13% +$33.8K 0.1% 97
2019
Q3 		$261K Buy
670
+2
+0.3% +$752 0.09% 106
2019
Q2 		$243K Buy
+668
New +$223K 0.09% 109

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Shulman DeMeo Asset Management's LMT Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its Lockheed Martin (LMT) stake by 0.36% in Q2 2026, selling an estimated $3.24K and leaving 1,672 shares worth $852K. The position accounts for 0.16% of the portfolio, ranked #47.

Shulman DeMeo Asset Management first reported a position in LMT in Q2 2019 and has held it in 25 quarters since. The position peaked at $1.11M in Q3 2024. 729 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Shulman DeMeo Asset Management held 1,672 shares of Lockheed Martin worth $852K as of Q2 2026.
  • Shulman DeMeo Asset Management sold 6 Lockheed Martin shares in Q2 2026, an estimated $3.24K.
  • Lockheed Martin made up 0.16% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #47 holding.
  • Shulman DeMeo Asset Management first reported a position in Lockheed Martin in Q2 2019 and has held it in 25 quarters since.
  • Shulman DeMeo Asset Management's Lockheed Martin position peaked at $1.11M in Q3 2024.
  • 729 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.