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TL Private Wealth’s Lockheed Martin LMT Stock Holding History

TL Private Wealth’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 		$889K Sell
1,660
-100
-6% -$54.1K 0.33% 18
2026
Q1 		$1.08M Sell
1,760
-50
-3% -$30.8K 0.43% 14
2025
Q4 		$983K Hold
1,810
– – 0.38% 16
2025
Q3 		$912K Hold
1,810
– – 0.37% 17
2025
Q2 		$849K Hold
1,810
– – 0.35% 17
2025
Q1 		$802K Hold
1,810
– – 0.4% 14
2024
Q4 		$876K Sell
1,810
-100
-5% -$54.5K 0.39% 17
2024
Q3 		$1.16M Sell
1,910
-25
-1% -$13.4K 0.52% 12
2024
Q2 		$907K Hold
1,935
– – 0.41% 16
2024
Q1 		$866K Hold
1,935
– – 0.43% 14
2023
Q4 		$877K Hold
1,935
– – 0.45% 15
2023
Q3 		$845K Hold
1,935
– – 0.48% 15
2023
Q2 		$891K Sell
1,935
-472
-20% -$219K 0.5% 15
2023
Q1 		$1.14M Sell
2,407
-100
-4% -$46.9K 0.64% 12
2022
Q4 		$1.15M Hold
2,507
– – 0.67% 13
2022
Q3 		$1.03M Hold
2,507
– – 0.64% 13
2022
Q2 		$1.04M Hold
2,507
– – 0.6% 14
2022
Q1 		$1.17M Sell
2,507
-100
-4% -$40.5K 0.62% 13
2021
Q4 		$1.01M Hold
2,607
– – 0.57% 15
2021
Q3 		$865K Hold
2,607
– – 0.47% 16
2021
Q2 		$986K Hold
2,607
– – 0.58% 15
2021
Q1 		$1.01M Hold
2,607
– – 0.62% 14
2020
Q4 		$891K Buy
2,607
+2
+0.1% +$735 0.56% 14
2020
Q3 		$1.01M Buy
2,605
+2
+0.1% +$763 0.71% 13
2020
Q2 		$995K Buy
2,603
+2
+0.1% +$755 0.8% 13
2020
Q1 		$1.01M Hold
2,601
– – 0.92% 13
2019
Q4 		$1.14M Buy
+2,601
New +$998K 0.99% 12

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
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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

TL Private Wealth's LMT Position: Q2 2026 in Review

TL Private Wealth reduced its Lockheed Martin (LMT) stake by 5.7% in Q2 2026, selling an estimated $54.1K and leaving 1,660 shares worth $889K. The position accounts for 0.33% of the portfolio, ranked #18.

TL Private Wealth first reported a position in LMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.17M in Q1 2022. 805 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • TL Private Wealth held 1,660 shares of Lockheed Martin worth $889K as of Q2 2026.
  • TL Private Wealth sold 100 Lockheed Martin shares in Q2 2026, an estimated $54.1K.
  • Lockheed Martin made up 0.33% of TL Private Wealth's portfolio in Q2 2026, its #18 holding.
  • TL Private Wealth first reported a position in Lockheed Martin in Q4 2019 and has held it in 27 quarters since.
  • TL Private Wealth's Lockheed Martin position peaked at $1.17M in Q1 2022.
  • 805 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on TL Private Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.