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True North Advisors’s Lockheed Martin LMT Stock Holding History

True North 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 		$1.38M Sell
2,711
-667
-20% -$361K 0.13% 98
2026
Q1 		$2.04M Buy
3,378
+366
+12% +$225K 0.23% 68
2025
Q4 		$1.46M Buy
3,012
+137
+5% +$65.6K 0.19% 81
2025
Q3 		$1.44M Buy
2,875
+421
+17% +$191K 0.23% 69
2025
Q2 		$1.14M Buy
2,454
+1,815
+284% +$850K 0.22% 87
2025
Q1 		$285K Sell
639
-8
-1% -$3.68K 0.05% 201
2024
Q4 		$314K Buy
647
+107
+20% +$58.3K 0.07% 142
2024
Q3 		$316K Sell
540
-67
-11% -$36K 0.08% 127
2024
Q2 		$284K Sell
607
-188
-24% -$86.9K 0.08% 149
2024
Q1 		$362K Sell
795
-442
-36% -$194K 0.1% 126
2023
Q4 		$561K Sell
1,237
-100
-7% -$44.3K 0.14% 95
2023
Q3 		$547K Sell
1,337
-45
-3% -$20K 0.17% 104
2023
Q2 		$636K Buy
1,382
+353
+34% +$164K 0.18% 107
2023
Q1 		$487K Hold
1,029
– – 0.14% 126
2022
Q4 		$501K Buy
1,029
+53
+5% +$24.6K 0.17% 105
2022
Q3 		$377K Sell
976
-42
-4% -$17.5K 0.12% 128
2022
Q2 		$437K Sell
1,018
-7
-0.7% -$3.07K 0.14% 129
2022
Q1 		$452K Sell
1,025
-443
-30% -$180K 0.12% 130
2021
Q4 		$521K Buy
1,468
+19
+1% +$6.57K 0.09% 157
2021
Q3 		$500K Buy
1,449
+639
+79% +$231K 0.1% 153
2021
Q2 		$306K Buy
810
+8
+1% +$3.08K 0.06% 184
2021
Q1 		$296K Hold
802
– – 0.07% 167
2020
Q4 		$284K Sell
802
-1,012
-56% -$372K 0.07% 161
2020
Q3 		$695K Sell
1,814
-28
-2% -$10.7K 0.2% 90
2020
Q2 		$672K Buy
1,842
+70
+4% +$26.4K 0.16% 99
2020
Q1 		$600K Sell
1,772
-21
-1% -$8.26K 0.2% 63
2019
Q4 		$698K Buy
+1,793
New +$688K 0.2% 61

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

True North Advisors's LMT Position: Q2 2026 in Review

True North Advisors reduced its Lockheed Martin (LMT) stake by 20% in Q2 2026, selling an estimated $361K and leaving 2,711 shares worth $1.38M. The position accounts for 0.13% of the portfolio, ranked #98.

True North Advisors first reported a position in LMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.04M in Q1 2026. 991 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • True North Advisors held 2,711 shares of Lockheed Martin worth $1.38M as of Q2 2026.
  • True North Advisors sold 667 Lockheed Martin shares in Q2 2026, an estimated $361K.
  • Lockheed Martin made up 0.13% of True North Advisors's portfolio in Q2 2026, its #98 holding.
  • True North Advisors first reported a position in Lockheed Martin in Q4 2019 and has held it in 27 quarters since.
  • True North Advisors's Lockheed Martin position peaked at $2.04M in Q1 2026.
  • 991 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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