Smith Thornton Advisors’s Lockheed Martin LMT Stock Holding History

Smith Thornton 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	$598K	Sell	1,148 -20	-2%	-$10.8K	0.26%	75
2026 Q1	$706K	Buy	1,168 +151	+15%	+$93K	0.36%	67
2025 Q4	$492K	Buy	1,017 +44	+5%	+$21.1K	0.25%	83
2025 Q3	$485K	Buy	973 +90	+10%	+$40.8K	0.25%	81
2025 Q2	$409K	Buy	883 +46	+5%	+$21.5K	0.24%	92
2025 Q1	$374K	Buy	837 +23	+3%	+$10.6K	0.23%	92
2024 Q4	$396K	Buy	814 +30	+4%	+$16.4K	0.25%	92
2024 Q3	$458K	Hold	784	–	–	0.3%	85
2024 Q2	$366K	Buy	+784	New	+$362K	0.27%	92

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

Smith Thornton Advisors's LMT Position: Q2 2026 in Review

Smith Thornton Advisors reduced its Lockheed Martin (LMT) stake by 1.7% in Q2 2026, selling an estimated $10.8K and leaving 1,148 shares worth $598K. The position accounts for 0.26% of the portfolio, ranked #75.

Smith Thornton Advisors first reported a position in LMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $706K in Q1 2026. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Smith Thornton Advisors held 1,148 shares of Lockheed Martin worth $598K as of Q2 2026.
Smith Thornton Advisors sold 20 Lockheed Martin shares in Q2 2026, an estimated $10.8K.
Lockheed Martin made up 0.26% of Smith Thornton Advisors's portfolio in Q2 2026, its #75 holding.
Smith Thornton Advisors first reported a position in Lockheed Martin in Q2 2024 and has held it in 9 quarters since.
Smith Thornton Advisors's Lockheed Martin position peaked at $706K in Q1 2026.
898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.