Steward Partners Investment Advisory’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 | $31.4M | Buy |
61,588
+4,633
| +8% | +$2.5M | 0.16% | 127 |
|
|
2026
Q1 | $34.4M | Sell |
56,955
-656
| -1% | -$404K | 0.18% | 109 |
|
|
2025
Q4 | $27.9M | Buy |
57,611
+929
| +2% | +$445K | 0.15% | 124 |
|
|
2025
Q3 | $28.3M | Buy |
56,682
+7,590
| +15% | +$3.44M | 0.16% | 119 |
|
|
2025
Q2 | $22.7M | Buy |
49,092
+4,672
| +11% | +$2.19M | 0.18% | 114 |
|
|
2025
Q1 | $19.8M | Sell |
44,420
-4,387
| -9% | -$2.02M | 0.18% | 118 |
|
|
2024
Q4 | $23.7M | Sell |
48,807
-2,301
| -5% | -$1.25M | 0.21% | 97 |
|
|
2024
Q3 | $29.9M | Sell |
51,108
-5,700
| -10% | -$3.06M | 0.28% | 78 |
|
|
2024
Q2 | $26.5M | Buy |
56,808
+6,947
| +14% | +$3.21M | 0.28% | 76 |
|
|
2024
Q1 | $22.7M | Buy |
49,861
+4,915
| +11% | +$2.15M | 0.25% | 81 |
|
|
2023
Q4 | $20.4M | Sell |
44,946
-8,862
| -16% | -$3.93M | 0.28% | 75 |
|
|
2023
Q3 | $22M | Buy |
53,808
+3,852
| +8% | +$1.71M | 0.34% | 62 |
|
|
2023
Q2 | $23M | Buy |
49,956
+11,771
| +31% | +$5.46M | 0.34% | 60 |
|
|
2023
Q1 | $18.1M | Sell |
38,185
-419
| -1% | -$196K | 0.29% | 79 |
|
|
2022
Q4 | $18.8M | Sell |
38,604
-503
| -1% | -$234K | 0.32% | 72 |
|
|
2022
Q3 | $15.1M | Buy |
39,107
+1,701
| +5% | +$710K | 0.28% | 79 |
|
|
2022
Q2 | $16.1M | Buy |
37,406
+3,340
| +10% | +$1.47M | 0.29% | 78 |
|
|
2022
Q1 | $15M | Buy |
34,066
+9,704
| +40% | +$3.93M | 0.23% | 101 |
|
|
2021
Q4 | $8.66M | Sell |
24,362
-8,153
| -25% | -$2.82M | 0.13% | 178 |
|
|
2021
Q3 | $11.2M | Sell |
32,515
-2,256
| -6% | -$816K | 0.19% | 127 |
|
|
2021
Q2 | $13.2M | Sell |
34,771
-9,258
| -21% | -$3.56M | 0.22% | 100 |
|
|
2021
Q1 | $16.3M | Buy |
44,029
+4,921
| +13% | +$1.69M | 0.29% | 79 |
|
|
2020
Q4 | $13.9M | Buy |
39,108
+1,244
| +3% | +$457K | 0.3% | 80 |
|
|
2020
Q3 | $14.5M | Sell |
37,864
-510
| -1% | -$195K | 0.37% | 62 |
|
|
2020
Q2 | $14M | Buy |
38,374
+6,408
| +20% | +$2.42M | 0.4% | 57 |
|
|
2020
Q1 | $10.8M | Buy |
31,966
+10,449
| +49% | +$4.11M | 0.4% | 58 |
|
|
2019
Q4 | $8.38M | Buy |
21,517
+4,049
| +23% | +$1.55M | 0.25% | 100 |
|
|
2019
Q3 | $6.81M | Buy |
17,468
+1,578
| +10% | +$593K | 0.23% | 106 |
|
|
2019
Q2 | $5.78M | Sell |
15,890
-2,295
| -13% | -$768K | 0.21% | 113 |
|
|
2019
Q1 | $5.46M | Sell |
18,185
-233
| -1% | -$68.3K | 0.23% | 105 |
|
|
2018
Q4 | $4.82M | Buy |
18,418
+9,677
| +111% | +$2.94M | 0.23% | 106 |
|
|
2018
Q3 | $3.02M | Buy |
8,741
+255
| +3% | +$82.3K | 0.14% | 160 |
|
|
2018
Q2 | $2.51M | Buy |
8,486
+2,004
| +31% | +$646K | 0.15% | 162 |
|
|
2018
Q1 | $2.19M | Buy |
6,482
+82
| +1% | +$27.9K | 0.15% | 158 |
|
|
2017
Q4 | $2.05M | Buy |
6,400
+5,000
| +357% | +$1.58M | 0.16% | 150 |
|
|
2017
Q3 | $434K | Buy |
1,400
+6
| +0.4% | +$1.79K | 0.04% | 321 |
|
|
2017
Q2 | $387K | Sell |
1,394
-959
| -41% | -$263K | 0.04% | 314 |
|
|
2017
Q1 | $629K | Buy |
2,353
+565
| +32% | +$148K | 0.1% | 181 |
|
|
2016
Q4 | $446K | Buy |
+1,788
| New | +$447K | 0.2% | 115 |
|
Other funds holding LMT
Steward Partners Investment Advisory's LMT Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its Lockheed Martin (LMT) stake by 8.1% in Q2 2026, buying an estimated $2.5M and bringing the position to 61,588 shares worth $31.4M. The position accounts for 0.16% of the portfolio, ranked #127.
Steward Partners Investment Advisory first reported a position in LMT in Q4 2016 and has held it in 39 quarters since. The position peaked at $34.4M in Q1 2026. 2,768 funds tracked by Wall St. Rank hold LMT as of Q2 2026.
- Steward Partners Investment Advisory held 61,588 shares of Lockheed Martin worth $31.4M as of Q2 2026.
- Steward Partners Investment Advisory bought 4,633 Lockheed Martin shares in Q2 2026, an estimated $2.5M.
- Lockheed Martin made up 0.16% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #127 holding.
- Steward Partners Investment Advisory first reported a position in Lockheed Martin in Q4 2016 and has held it in 39 quarters since.
- Steward Partners Investment Advisory's Lockheed Martin position peaked at $34.4M in Q1 2026.
- 2,768 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.