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SL Advisors’s Lockheed Martin LMT Stock Holding History

SL 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 		$413K Buy
811
+87
+12% +$47K 0.72% 22
2026
Q1 		$438K Sell
724
-159
-18% -$97.9K 0.74% 22
2025
Q4 		$427K Sell
883
-93
-10% -$44.5K 0.87% 23
2025
Q3 		$487K Sell
976
-212
-18% -$96.2K 0.96% 22
2025
Q2 		$550K Sell
1,188
-47
-4% -$22K 0.99% 23
2025
Q1 		$552K Sell
1,235
-85
-6% -$39.1K 0.97% 22
2024
Q4 		$641K Sell
1,320
-36
-3% -$19.6K 1.06% 22
2024
Q3 		$793K Buy
1,356
+6
+0.4% +$3.22K 1.43% 19
2024
Q2 		$631K Sell
1,350
-156
-10% -$72.1K 1.25% 21
2024
Q1 		$685K Buy
1,506
+2
+0.1% +$877 1.35% 22
2023
Q4 		$682K Sell
1,504
-45
-3% -$19.9K 1.47% 19
2023
Q3 		$633K Sell
1,549
-42
-3% -$18.6K 0.85% 23
2023
Q2 		$732K Sell
1,591
-21
-1% -$9.75K 1.65% 18
2023
Q1 		$762K Sell
1,612
-55
-3% -$25.8K 1.63% 17
2022
Q4 		$811K Hold
1,667
– – 1.8% 18
2022
Q3 		$644K Buy
1,667
+2
+0.1% +$835 1.6% 20
2022
Q2 		$716K Buy
1,665
+7
+0.4% +$3.07K 1.71% 17
2022
Q1 		$732K Sell
1,658
-29
-2% -$11.8K 1.5% 18
2021
Q4 		$600K Sell
1,687
-92
-5% -$31.8K 1.48% 20
2021
Q3 		$614K Sell
1,779
-50
-3% -$18.1K 1.55% 19
2021
Q2 		$692K Buy
1,829
+37
+2% +$14.2K 1.76% 18
2021
Q1 		$662K Sell
1,792
-99
-5% -$34K 2% 17
2020
Q4 		$671K Hold
1,891
– – 2.17% 16
2020
Q3 		$725K Buy
1,891
+90
+5% +$34.3K 2.65% 13
2020
Q2 		$657K Sell
1,801
-98
-5% -$37K 2.49% 14
2020
Q1 		$644K Sell
1,899
-585
-24% -$230K 2.8% 12
2019
Q4 		$967K Sell
2,484
-30
-1% -$11.5K 2.39% 14
2019
Q3 		$981K Sell
2,514
-243
-9% -$91.4K 1.89% 15
2019
Q2 		$1M Buy
2,757
+47
+2% +$15.7K 1.73% 19
2019
Q1 		$813K Sell
2,710
-93
-3% -$27.3K 1.26% 26
2018
Q4 		$734K Buy
2,803
+47
+2% +$14.3K 1.51% 23
2018
Q3 		$953K Buy
2,756
+466
+20% +$150K 1.75% 18
2018
Q2 		$677K Sell
2,290
-1,182
-34% -$381K 1.51% 22
2018
Q1 		$1.17M Sell
3,472
-437
-11% -$149K 2.33% 14
2017
Q4 		$1.25M Sell
3,909
-15
-0.4% -$4.73K 2.14% 14
2017
Q3 		$1.22M Sell
3,924
-2
-0.1% -$597 0.55% 23
2017
Q2 		$1.09M Sell
3,926
-70
-2% -$19.2K 0.57% 24
2017
Q1 		$1.07M Buy
3,996
+64
+2% +$16.8K 0.61% 23
2016
Q4 		$983K Sell
3,932
-24
-0.6% -$6K 0.66% 24
2016
Q3 		$945K Sell
3,956
-469
-11% -$117K 0.76% 26
2016
Q2 		$1.1M Buy
+4,425
New +$1.04M 1.02% 27

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

SL Advisors's LMT Position: Q2 2026 in Review

SL Advisors increased its Lockheed Martin (LMT) stake by 12% in Q2 2026, buying an estimated $47K and bringing the position to 811 shares worth $413K. The position accounts for 0.72% of the portfolio, ranked #22.

SL Advisors first reported a position in LMT in Q2 2016 and has held it in 41 quarters since. The position peaked at $1.25M in Q4 2017. 487 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • SL Advisors held 811 shares of Lockheed Martin worth $413K as of Q2 2026.
  • SL Advisors bought 87 Lockheed Martin shares in Q2 2026, an estimated $47K.
  • Lockheed Martin made up 0.72% of SL Advisors's portfolio in Q2 2026, its #22 holding.
  • SL Advisors first reported a position in Lockheed Martin in Q2 2016 and has held it in 41 quarters since.
  • SL Advisors's Lockheed Martin position peaked at $1.25M in Q4 2017.
  • 487 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on SL Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.