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Sterling Investment Advisors (Pennsylvania)’s Lockheed Martin LMT Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$7.09M Buy
13,908
+342
+3% +$185K 1.18% 22
2026
Q1 		$8.2M Sell
13,566
-1,584
-10% -$976K 1.48% 16
2025
Q4 		$7.33M Buy
15,150
+172
+1% +$82.3K 1.35% 19
2025
Q3 		$7.48M Buy
14,978
+296
+2% +$134K 1.46% 19
2025
Q2 		$6.8M Buy
14,682
+1,378
+10% +$645K 1.49% 21
2025
Q1 		$5.94M Buy
13,304
+78
+0.6% +$35.9K 1.43% 20
2024
Q4 		$6.43M Buy
13,226
+1,489
+13% +$812K 1.56% 19
2024
Q3 		$6.86M Sell
11,737
-320
-3% -$172K 1.74% 16
2024
Q2 		$5.63M Buy
12,057
+524
+5% +$242K 1.52% 18
2024
Q1 		$5.25M Buy
11,533
+716
+7% +$314K 1.47% 20
2023
Q4 		$4.9M Buy
10,817
+850
+9% +$377K 1.53% 18
2023
Q3 		$4.08M Buy
9,967
+802
+9% +$356K 1.42% 18
2023
Q2 		$4.22M Buy
9,165
+27
+0.3% +$12.5K 1.4% 18
2023
Q1 		$4.32M Sell
9,138
-607
-6% -$285K 1.46% 18
2022
Q4 		$4.74M Sell
9,745
-721
-7% -$335K 1.7% 13
2022
Q3 		$4.04M Buy
10,466
+1,536
+17% +$641K 1.51% 18
2022
Q2 		$3.84M Buy
8,930
+527
+6% +$231K 1.32% 21
2022
Q1 		$3.71M Buy
8,403
+166
+2% +$67.3K 1.05% 23
2021
Q4 		$2.93M Buy
8,237
+1,717
+26% +$594K 0.82% 38
2021
Q3 		$2.25M Buy
6,520
+5,547
+570% +$2.01M 0.67% 50
2021
Q2 		$368K Buy
973
+32
+3% +$12.3K 0.11% 125
2021
Q1 		$348K Sell
941
-49
-5% -$16.8K 0.11% 118
2020
Q4 		$352K Buy
990
+1
+0.1% +$368 0.12% 108
2020
Q3 		$379K Buy
989
+1
+0.1% +$382 0.15% 101
2020
Q2 		$360K Buy
988
+301
+44% +$114K 0.15% 102
2020
Q1 		$232K Sell
687
-24
-3% -$9.44K 0.12% 104
2019
Q4 		$276K Sell
711
-24
-3% -$9.21K 0.13% 101
2019
Q3 		$287K Sell
735
-156
-18% -$58.7K 0.15% 88
2019
Q2 		$324K Sell
891
-48
-5% -$16.1K 0.17% 89
2019
Q1 		$282K Hold
939
– – 0.14% 101
2018
Q4 		$245K Buy
939
+3
+0.3% +$910 0.14% 100
2018
Q3 		$324K Buy
936
+272
+41% +$87.8K 0.17% 93
2018
Q2 		$196K Hold
664
– – 0.12% 110
2018
Q1 		$224K Buy
664
+8
+1% +$2.72K 0.14% 103
2017
Q4 		$211K Hold
656
– – 0.13% 100
2017
Q3 		$204K Buy
656
+69
+12% +$20.6K 0.14% 103
2017
Q2 		$163K Buy
587
+363
+162% +$99.7K 0.11% 113
2017
Q1 		$60K Buy
224
+147
+191% +$38.5K 0.04% 160
2016
Q4 		$19K Buy
+77
New +$19.2K 0.02% 222

Other funds holding LMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Sterling Investment Advisors (Pennsylvania)'s LMT Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) increased its Lockheed Martin (LMT) stake by 2.5% in Q2 2026, buying an estimated $185K and bringing the position to 13,908 shares worth $7.09M. The position accounts for 1.18% of the portfolio, ranked #22.

Sterling Investment Advisors (Pennsylvania) first reported a position in LMT in Q4 2016 and has held it in 39 quarters since. The position peaked at $8.2M in Q1 2026. 1,322 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 13,908 shares of Lockheed Martin worth $7.09M as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) bought 342 Lockheed Martin shares in Q2 2026, an estimated $185K.
  • Lockheed Martin made up 1.18% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #22 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Lockheed Martin in Q4 2016 and has held it in 39 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s Lockheed Martin position peaked at $8.2M in Q1 2026.
  • 1,322 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.