TWA
LMT icon

TCI Wealth Advisors’s Lockheed Martin LMT Stock Holding History

TCI Wealth 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 		$990K Buy
1,944
+63
+3% +$34.1K 0.04% 112
2026
Q1 		$1.14M Sell
1,881
-416
-18% -$256K 0.06% 94
2025
Q4 		$1.11M Sell
2,297
-1
-0% -$479 0.06% 93
2025
Q3 		$1.15M Sell
2,298
-3
-0.1% -$1.36K 0.07% 98
2025
Q2 		$1.07M Buy
2,301
+805
+54% +$377K 0.07% 96
2025
Q1 		$668K Sell
1,496
-2
-0.1% -$921 0.05% 106
2024
Q4 		$728K Sell
1,498
-334
-18% -$182K 0.06% 99
2024
Q3 		$1.07M Sell
1,832
-119
-6% -$63.9K 0.09% 81
2024
Q2 		$911K Buy
1,951
+15
+0.8% +$6.93K 0.09% 83
2024
Q1 		$881K Sell
1,936
-939
-33% -$412K 0.09% 82
2023
Q4 		$1.3M Buy
2,875
+1,110
+63% +$492K 0.14% 66
2023
Q3 		$722K Buy
1,765
+259
+17% +$115K 0.09% 85
2023
Q2 		$693K Sell
1,506
-5
-0.3% -$2.32K 0.09% 91
2023
Q1 		$714K Sell
1,511
-9
-0.6% -$4.22K 0.09% 84
2022
Q4 		$739K Sell
1,520
-12
-0.8% -$5.58K 0.1% 79
2022
Q3 		$592K Sell
1,532
-16
-1% -$6.68K 0.1% 85
2022
Q2 		$666K Buy
1,548
+70
+5% +$30.7K 0.1% 83
2022
Q1 		$652K Sell
1,478
-23
-2% -$9.32K 0.1% 88
2021
Q4 		$533K Sell
1,501
-11
-0.7% -$3.81K 0.08% 99
2021
Q3 		$522K Sell
1,512
-188
-11% -$68K 0.08% 109
2021
Q2 		$643K Buy
1,700
+11
+0.7% +$4.23K 0.11% 95
2021
Q1 		$624K Sell
1,689
-65
-4% -$22.3K 0.26% 80
2020
Q4 		$623K Sell
1,754
-1,420
-45% -$522K 0.28% 79
2020
Q3 		$1.22M Buy
3,174
+677
+27% +$258K 0.48% 44
2020
Q2 		$911K Sell
2,497
-78
-3% -$29.5K 0.39% 57
2020
Q1 		$873K Buy
2,575
+128
+5% +$50.3K 0.43% 55
2019
Q4 		$953K Buy
2,447
+11
+0.5% +$4.22K 0.37% 57
2019
Q3 		$950K Buy
2,436
+186
+8% +$69.9K 0.42% 57
2019
Q2 		$818K Sell
2,250
-256
-10% -$85.6K 0.37% 58
2019
Q1 		$752K Buy
2,506
+12
+0.5% +$3.52K 0.33% 64
2018
Q4 		$653K Buy
2,494
+23
+0.9% +$6.98K 0.32% 66
2018
Q3 		$855K Sell
2,471
-12
-0.5% -$3.87K 0.36% 60
2018
Q2 		$734K Sell
2,483
-183
-7% -$59K 0.33% 65
2018
Q1 		$901K Sell
2,666
-53
-2% -$18K 0.42% 59
2017
Q4 		$873K Buy
2,719
+50
+2% +$15.8K 0.38% 65
2017
Q3 		$828K Sell
2,669
-4
-0.1% -$1.19K 0.41% 59
2017
Q2 		$742K Sell
2,673
-694
-21% -$191K 0.38% 59
2017
Q1 		$901K Buy
3,367
+103
+3% +$27K 0.47% 53
2016
Q4 		$816K Buy
3,264
+116
+4% +$29K 0.43% 54
2016
Q3 		$755K Sell
3,148
-27
-0.9% -$6.76K 0.41% 60
2016
Q2 		$788K Buy
3,175
+404
+15% +$95.2K 0.44% 58
2016
Q1 		$614K Buy
2,771
+66
+2% +$14.2K 0.34% 66
2015
Q4 		$587K Hold
2,705
– – 0.33% 66
2015
Q3 		$561K Buy
2,705
+814
+43% +$166K 0.34% 66
2015
Q2 		$352K Sell
1,891
-4
-0.2% -$770 0.2% 85
2015
Q1 		$385K Sell
1,895
-119
-6% -$23.5K 0.24% 76
2014
Q4 		$388K Sell
2,014
-20
-1% -$3.71K 0.24% 75
2014
Q3 		$372K Hold
2,034
– – 0.23% 76
2014
Q2 		$327K Hold
2,034
– – 0.2% 86
2014
Q1 		$332K Hold
2,034
– – 0.22% 81
2013
Q4 		$302K Hold
2,034
– – 0.19% 90
2013
Q3 		$259K Hold
2,034
– – 0.2% 87
2013
Q2 		$221K Buy
+2,034
New +$208K 0.17% 92

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

TCI Wealth Advisors's LMT Position: Q2 2026 in Review

TCI Wealth Advisors increased its Lockheed Martin (LMT) stake by 3.3% in Q2 2026, buying an estimated $34.1K and bringing the position to 1,944 shares worth $990K. The position accounts for 0.04% of the portfolio, ranked #112.

TCI Wealth Advisors first reported a position in LMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.3M in Q4 2023. 1,322 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • TCI Wealth Advisors held 1,944 shares of Lockheed Martin worth $990K as of Q2 2026.
  • TCI Wealth Advisors bought 63 Lockheed Martin shares in Q2 2026, an estimated $34.1K.
  • Lockheed Martin made up 0.04% of TCI Wealth Advisors's portfolio in Q2 2026, its #112 holding.
  • TCI Wealth Advisors first reported a position in Lockheed Martin in Q2 2013 and has held it in 53 quarters since.
  • TCI Wealth Advisors's Lockheed Martin position peaked at $1.3M in Q4 2023.
  • 1,322 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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