Sierra Summit Advisors’s Lockheed Martin LMT Stock Holding History

Sierra Summit 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	$1.18M	Sell	2,320 -18	-0.8%	-$9.73K	0.13%	111
2026 Q1	$1.41M	Buy	2,338 +88	+4%	+$54.2K	0.21%	79
2025 Q4	$1.09M	Buy	2,250 +19	+0.9%	+$9.09K	0.17%	77
2025 Q3	$1.11M	Buy	2,231 +40	+2%	+$18.1K	0.17%	75
2025 Q2	$1.01M	Buy	+2,191	New	+$1.03M	0.18%	78
2024 Q1	–	Sell	-643	Closed	-$291K	–	191
2023 Q4	$291K	Buy	+643	New	+$285K	0.09%	137

Other funds holding LMT

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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Sierra Summit Advisors's LMT Position: Q2 2026 in Review

Sierra Summit Advisors reduced its Lockheed Martin (LMT) stake by 0.77% in Q2 2026, selling an estimated $9.73K and leaving 2,320 shares worth $1.18M. The position accounts for 0.13% of the portfolio, ranked #111.

Sierra Summit Advisors first reported a position in LMT in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.41M in Q1 2026. 1,003 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Sierra Summit Advisors held 2,320 shares of Lockheed Martin worth $1.18M as of Q2 2026.
Sierra Summit Advisors sold 18 Lockheed Martin shares in Q2 2026, an estimated $9.73K.
Lockheed Martin made up 0.13% of Sierra Summit Advisors's portfolio in Q2 2026, its #111 holding.
Sierra Summit Advisors first reported a position in Lockheed Martin in Q4 2023 and has held it in 6 quarters since.
Sierra Summit Advisors's Lockheed Martin position peaked at $1.41M in Q1 2026.
1,003 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.