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Sivia Capital Partners’s Lockheed Martin LMT Stock Holding History

Sivia Capital Partners’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 		– Sell
-1,126
Closed -$681K – 581
2026
Q1 		$681K Sell
1,126
-758
-40% -$467K 0.13% 202
2025
Q4 		$911K Buy
1,884
+1,069
+131% +$512K 0.18% 127
2025
Q3 		$407K Sell
815
-158
-16% -$71.7K 0.11% 232
2025
Q2 		$451K Buy
973
+50
+5% +$23.4K 0.15% 151
2025
Q1 		$412K Buy
923
+333
+56% +$153K 0.19% 99
2024
Q4 		$287K Sell
590
-14
-2% -$7.63K 0.14% 122
2024
Q3 		$353K Hold
604
– – 0.21% 101
2024
Q2 		$282K Sell
604
-1
-0.2% -$462 0.19% 125
2024
Q1 		$275K Buy
605
+17
+3% +$7.45K 0.19% 127
2023
Q4 		$267K Buy
+588
New +$261K 0.2% 109

Other funds holding LMT

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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
New York State Teachers Retirement System (NYSTRS)
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
WG
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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Sivia Capital Partners's LMT Position: Q2 2026 in Review

Sivia Capital Partners sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 1,126 shares — an estimated $681K sold.

Sivia Capital Partners first reported a position in LMT in Q4 2023 and held it in 10 quarters. The position peaked at $911K in Q4 2025. 805 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Sivia Capital Partners reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Sivia Capital Partners sold 1,126 Lockheed Martin shares in Q2 2026, an estimated $681K.
  • Sivia Capital Partners first reported a position in Lockheed Martin in Q4 2023 and held it in 10 quarters.
  • Sivia Capital Partners's Lockheed Martin position peaked at $911K in Q4 2025.
  • 805 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.