Stokes Capital Advisors’s Lockheed Martin LMT Stock Holding History

Stokes Capital 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	$6.79M	Sell	13,333 -150	-1%	-$81.1K	1.45%	31
2026 Q1	$8.15M	Sell	13,483 -568	-4%	-$350K	1.83%	24
2025 Q4	$6.8M	Buy	14,051 +334	+2%	+$160K	1.55%	31
2025 Q3	$6.85M	Buy	13,717 +640	+5%	+$290K	1.59%	30
2025 Q2	$6.06M	Buy	13,077 +89	+0.7%	+$41.7K	1.48%	33
2025 Q1	$5.8M	Buy	12,988 +250	+2%	+$115K	1.48%	39
2024 Q4	$6.19M	Buy	12,738 +214	+2%	+$117K	1.6%	28
2024 Q3	$7.32M	Sell	12,524 -89	-0.7%	-$47.8K	1.88%	24
2024 Q2	$5.89M	Sell	12,613 -830	-6%	-$384K	1.64%	34
2024 Q1	$6.11M	Buy	13,443 +491	+4%	+$215K	1.78%	30
2023 Q4	$5.87M	Buy	12,952 +823	+7%	+$365K	1.86%	30
2023 Q3	$4.96M	Buy	12,129 +70	+0.6%	+$31.1K	1.73%	30
2023 Q2	$5.55M	Sell	12,059 -481	-4%	-$223K	1.87%	28
2023 Q1	$5.93M	Sell	12,540 -98	-0.8%	-$46K	2.01%	19
2022 Q4	$6.15M	Sell	12,638 -1,735	-12%	-$806K	2.12%	15
2022 Q3	$5.55M	Buy	14,373 +58	+0.4%	+$24.2K	2.06%	20
2022 Q2	$6.16M	Sell	14,315 -767	-5%	-$337K	2.15%	17
2022 Q1	$6.66M	Buy	15,082 +153	+1%	+$62K	1.94%	22
2021 Q4	$5.31M	Sell	14,929 -150	-1%	-$51.9K	1.58%	33
2021 Q3	$5.2M	Buy	15,079 +823	+6%	+$298K	1.68%	30
2021 Q2	$5.39M	Buy	14,256 +2,796	+24%	+$1.08M	1.77%	26
2021 Q1	$4.23M	Buy	11,460 +904	+9%	+$310K	1.74%	30
2020 Q4	$3.75M	Buy	10,556 +879	+9%	+$323K	1.63%	33
2020 Q3	$3.71M	Buy	9,677 +253	+3%	+$96.6K	1.78%	26
2020 Q2	$3.44M	Buy	9,424 +1,183	+14%	+$447K	1.82%	24
2020 Q1	$2.79M	Buy	8,241 +110	+1%	+$43.3K	1.67%	27
2019 Q4	$3.17M	Buy	8,131 +510	+7%	+$196K	1.6%	32
2019 Q3	$2.97M	Hold	7,621	–	–	1.61%	29
2019 Q2	$2.77M	Sell	7,621 -15	-0.2%	-$5.02K	1.57%	32
2019 Q1	$2.29M	Buy	7,636 +255	+3%	+$74.8K	1.38%	36
2018 Q4	$1.93M	Buy	7,381 +1,145	+18%	+$347K	1.34%	37
2018 Q3	$2.16M	Buy	6,236 +270	+5%	+$87.1K	1.32%	36
2018 Q2	$1.76M	Buy	5,966 +475	+9%	+$153K	1.15%	44
2018 Q1	$1.86M	Buy	5,491 +79	+1%	+$26.9K	1.22%	37
2017 Q4	$1.74M	Buy	+5,412	New	+$1.71M	1.17%	39

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

Stokes Capital Advisors's LMT Position: Q2 2026 in Review

Stokes Capital Advisors reduced its Lockheed Martin (LMT) stake by 1.1% in Q2 2026, selling an estimated $81.1K and leaving 13,333 shares worth $6.79M. The position accounts for 1.45% of the portfolio, ranked #31.

Stokes Capital Advisors first reported a position in LMT in Q4 2017 and has held it in 35 quarters since. The position peaked at $8.15M in Q1 2026. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Stokes Capital Advisors held 13,333 shares of Lockheed Martin worth $6.79M as of Q2 2026.
Stokes Capital Advisors sold 150 Lockheed Martin shares in Q2 2026, an estimated $81.1K.
Lockheed Martin made up 1.45% of Stokes Capital Advisors's portfolio in Q2 2026, its #31 holding.
Stokes Capital Advisors first reported a position in Lockheed Martin in Q4 2017 and has held it in 35 quarters since.
Stokes Capital Advisors's Lockheed Martin position peaked at $8.15M in Q1 2026.
898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.