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Sunpointe’s Lockheed Martin LMT Stock Holding History

Sunpointe’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 		$307K Sell
602
-1
-0.2% -$541 0.09% 198
2026
Q1 		$364K Buy
603
+12
+2% +$7.39K 0.12% 168
2025
Q4 		$286K Buy
591
+40
+7% +$19.1K 0.09% 191
2025
Q3 		$275K Buy
+551
New +$250K 0.1% 197

Other funds holding LMT

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 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
WG
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

Sunpointe's LMT Position: Q2 2026 in Review

Sunpointe reduced its Lockheed Martin (LMT) stake by 0.17% in Q2 2026, selling an estimated $541 and leaving 602 shares worth $307K. The position accounts for 0.09% of the portfolio, ranked #198.

Sunpointe first reported a position in LMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $364K in Q1 2026. 1,072 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Sunpointe held 602 shares of Lockheed Martin worth $307K as of Q2 2026.
  • Sunpointe sold 1 Lockheed Martin share in Q2 2026, an estimated $541.
  • Lockheed Martin made up 0.09% of Sunpointe's portfolio in Q2 2026, its #198 holding.
  • Sunpointe first reported a position in Lockheed Martin in Q3 2025 and has held it in 4 quarters since.
  • Sunpointe's Lockheed Martin position peaked at $364K in Q1 2026.
  • 1,072 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.