Trust Investment Advisors’s Lockheed Martin LMT Stock Holding History

Trust Investment 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	$253K	Buy	497 +2	+0.4%	+$1.08K	0.12%	89
2026 Q1	$299K	Sell	495 -65	-12%	-$40K	0.18%	81
2025 Q4	$271K	Buy	560 +132	+31%	+$63.2K	0.14%	81
2025 Q3	$214K	Buy	+428	New	+$194K	0.12%	96
2024 Q4	–	Sell	-664	Closed	-$388K	–	126
2024 Q3	$388K	Buy	+664	New	+$356K	0.25%	76

Other funds holding LMT

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

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

Trust Investment Advisors's LMT Position: Q2 2026 in Review

Trust Investment Advisors increased its Lockheed Martin (LMT) stake by 0.4% in Q2 2026, buying an estimated $1.08K and bringing the position to 497 shares worth $253K. The position accounts for 0.12% of the portfolio, ranked #89.

Trust Investment Advisors first reported a position in LMT in Q3 2024 and has held it in 5 quarters since. The position peaked at $388K in Q3 2024. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Trust Investment Advisors held 497 shares of Lockheed Martin worth $253K as of Q2 2026.
Trust Investment Advisors bought 2 Lockheed Martin shares in Q2 2026, an estimated $1.08K.
Lockheed Martin made up 0.12% of Trust Investment Advisors's portfolio in Q2 2026, its #89 holding.
Trust Investment Advisors first reported a position in Lockheed Martin in Q3 2024 and has held it in 5 quarters since.
Trust Investment Advisors's Lockheed Martin position peaked at $388K in Q3 2024.
898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Trust Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.