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Teamwork Financial Advisors’s Lockheed Martin LMT Stock Holding History

Teamwork Financial 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 		$293K Sell
575
-28
-5% -$15.1K 0.03% 161
2026
Q1 		$364K Buy
603
+78
+15% +$48K 0.04% 164
2025
Q4 		$254K Sell
525
-126
-19% -$60.3K 0.03% 177
2025
Q3 		$325K Buy
651
+173
+36% +$78.5K 0.03% 167
2025
Q2 		$222K Buy
+478
New +$224K 0.03% 177
2024
Q1 		– Sell
-937
Closed -$425K – 194
2023
Q4 		$425K Sell
937
-237
-20% -$105K 0.07% 111
2023
Q3 		$480K Buy
1,174
+109
+10% +$48.4K 0.08% 131
2023
Q2 		$490K Sell
1,065
-24
-2% -$11.1K 0.08% 129
2023
Q1 		$515K Buy
1,089
+81
+8% +$38K 0.1% 121
2022
Q4 		$491K Sell
1,008
-3,451
-77% -$1.6M 0.1% 129
2022
Q3 		$1.72M Sell
4,459
-1,993
-31% -$832K 0.37% 45
2022
Q2 		$2.77M Buy
6,452
+5,202
+416% +$2.28M 0.61% 32
2022
Q1 		$552K Sell
1,250
-126
-9% -$51.1K 0.1% 166
2021
Q4 		$489K Sell
1,376
-13
-0.9% -$4.5K 0.09% 190
2021
Q3 		$479K Buy
1,389
+232
+20% +$84K 0.09% 164
2021
Q2 		$438K Buy
+1,157
New +$445K 0.09% 166
2021
Q1 		– Sell
-1,021
Closed -$363K – 241
2020
Q4 		$363K Sell
1,021
-320
-24% -$118K 0.09% 146
2020
Q3 		$514K Sell
1,341
-71
-5% -$27.1K 0.16% 118
2020
Q2 		$515K Buy
1,412
+274
+24% +$103K 0.18% 106
2020
Q1 		$386K Buy
+1,138
New +$448K 0.24% 77

Other funds holding LMT

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Teamwork Financial Advisors's LMT Position: Q2 2026 in Review

Teamwork Financial Advisors reduced its Lockheed Martin (LMT) stake by 4.6% in Q2 2026, selling an estimated $15.1K and leaving 575 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #161.

Teamwork Financial Advisors first reported a position in LMT in Q1 2020 and has held it in 20 quarters since. The position peaked at $2.77M in Q2 2022. 487 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Teamwork Financial Advisors held 575 shares of Lockheed Martin worth $293K as of Q2 2026.
  • Teamwork Financial Advisors sold 28 Lockheed Martin shares in Q2 2026, an estimated $15.1K.
  • Lockheed Martin made up 0.03% of Teamwork Financial Advisors's portfolio in Q2 2026, its #161 holding.
  • Teamwork Financial Advisors first reported a position in Lockheed Martin in Q1 2020 and has held it in 20 quarters since.
  • Teamwork Financial Advisors's Lockheed Martin position peaked at $2.77M in Q2 2022.
  • 487 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.