Stegent Equity Advisors’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$349K Sell
686
-117
-15% -$63.3K 0.25% 81
2026
Q1
$485K Sell
803
-134
-14% -$82.5K 0.41% 63
2025
Q4
$453K Buy
937
+31
+3% +$14.8K 0.35% 74
2025
Q3
$452K Sell
906
-185
-17% -$83.9K 0.37% 74
2025
Q2
$505K Buy
1,091
+137
+14% +$64.1K 0.45% 66
2025
Q1
$426K Buy
954
+355
+59% +$163K 0.43% 70
2024
Q4
$291K Buy
599
+124
+26% +$67.6K 0.3% 76
2024
Q3
$278K Sell
475
-136
-22% -$73K 0.31% 78
2024
Q2
$285K Sell
611
-205
-25% -$94.7K 0.3% 68
2024
Q1
$371K Buy
+816
New +$358K 0.38% 56

Other funds holding LMT

Stegent Equity Advisors's LMT Position: Q2 2026 in Review

Stegent Equity Advisors reduced its Lockheed Martin (LMT) stake by 15% in Q2 2026, selling an estimated $63.3K and leaving 686 shares worth $349K. The position accounts for 0.25% of the portfolio, ranked #81.

Stegent Equity Advisors first reported a position in LMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $505K in Q2 2025. 2,783 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Stegent Equity Advisors held 686 shares of Lockheed Martin worth $349K as of Q2 2026.
  • Stegent Equity Advisors sold 117 Lockheed Martin shares in Q2 2026, an estimated $63.3K.
  • Lockheed Martin made up 0.25% of Stegent Equity Advisors's portfolio in Q2 2026, its #81 holding.
  • Stegent Equity Advisors first reported a position in Lockheed Martin in Q1 2024 and has held it in 10 quarters since.
  • Stegent Equity Advisors's Lockheed Martin position peaked at $505K in Q2 2025.
  • 2,783 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Stegent Equity Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.