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LMT icon

TrueWealth Advisors’s Lockheed Martin LMT Stock Holding History

TrueWealth 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 		$333K Sell
653
-3
-0.5% -$1.62K 0.08% 191
2026
Q1 		$396K Sell
656
-47
-7% -$29K 0.1% 163
2025
Q4 		$340K Sell
703
-4
-0.6% -$1.91K 0.09% 181
2025
Q3 		$353K Hold
707
– – 0.1% 164
2025
Q2 		$327K Sell
707
-58
-8% -$27.1K 0.1% 163
2025
Q1 		$342K Sell
765
-6
-0.8% -$2.76K 0.11% 147
2024
Q4 		$375K Sell
771
-17
-2% -$9.27K 0.13% 150
2024
Q3 		$460K Sell
788
-12
-2% -$6.44K 0.15% 117
2024
Q2 		$374K Sell
800
-22
-3% -$10.2K 0.14% 121
2024
Q1 		$374K Sell
822
-27
-3% -$11.8K 0.14% 111
2023
Q4 		$385K Buy
849
+8
+1% +$3.54K 0.15% 111
2023
Q3 		$344K Buy
841
+11
+1% +$4.88K 0.15% 110
2023
Q2 		$382K Buy
830
+51
+7% +$23.7K 0.16% 101
2023
Q1 		$368K Buy
779
+34
+5% +$15.9K 0.15% 102
2022
Q4 		$362K Buy
745
+68
+10% +$31.6K 0.16% 109
2022
Q3 		$262K Buy
677
+48
+8% +$20K 0.12% 129
2022
Q2 		$270K Buy
629
+56
+10% +$24.6K 0.13% 129
2022
Q1 		$203K Hold
573
– – 0.09% 174
2021
Q4 		$203K Buy
+573
New +$198K 0.09% 174
2021
Q3 		– Sell
-537
Closed -$203K – 143
2021
Q2 		$203K Hold
537
– – 0.12% 128
2021
Q1 		$208K Buy
+537
New +$184K 0.14% 118

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

TrueWealth Advisors's LMT Position: Q2 2026 in Review

TrueWealth Advisors reduced its Lockheed Martin (LMT) stake by 0.46% in Q2 2026, selling an estimated $1.62K and leaving 653 shares worth $333K. The position accounts for 0.08% of the portfolio, ranked #191.

TrueWealth Advisors first reported a position in LMT in Q1 2021 and has held it in 21 quarters since. The position peaked at $460K in Q3 2024. 718 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • TrueWealth Advisors held 653 shares of Lockheed Martin worth $333K as of Q2 2026.
  • TrueWealth Advisors sold 3 Lockheed Martin shares in Q2 2026, an estimated $1.62K.
  • Lockheed Martin made up 0.08% of TrueWealth Advisors's portfolio in Q2 2026, its #191 holding.
  • TrueWealth Advisors first reported a position in Lockheed Martin in Q1 2021 and has held it in 21 quarters since.
  • TrueWealth Advisors's Lockheed Martin position peaked at $460K in Q3 2024.
  • 718 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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