Turtle Creek Wealth Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
Other funds holding LMT
Turtle Creek Wealth Advisors's LMT Position: Q2 2026 in Review
Turtle Creek Wealth Advisors increased its Lockheed Martin (LMT) stake by 17% in Q2 2026, buying an estimated $706K and bringing the position to 8,914 shares worth $4.54M. The position accounts for 0.24% of the portfolio, ranked #82.
Turtle Creek Wealth Advisors first reported a position in LMT in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.6M in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.
- Turtle Creek Wealth Advisors held 8,914 shares of Lockheed Martin worth $4.54M as of Q2 2026.
- Turtle Creek Wealth Advisors bought 1,306 Lockheed Martin shares in Q2 2026, an estimated $706K.
- Lockheed Martin made up 0.24% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #82 holding.
- Turtle Creek Wealth Advisors first reported a position in Lockheed Martin in Q4 2023 and has held it in 9 quarters since.
- Turtle Creek Wealth Advisors's Lockheed Martin position peaked at $4.6M in Q1 2026.
- 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.