UAG
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United Advisor Group’s Lockheed Martin LMT Stock Holding History

United Advisor Group’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 		$768K Sell
1,507
-347
-19% -$188K 0.08% 250
2026
Q1 		$1.12M Buy
1,854
+62
+3% +$38.2K 0.14% 173
2025
Q4 		$867K Buy
1,792
+215
+14% +$103K 0.11% 199
2025
Q3 		$787K Buy
1,577
+254
+19% +$115K 0.11% 200
2025
Q2 		$613K Buy
1,323
+107
+9% +$50.1K 0.11% 191
2025
Q1 		$543K Sell
1,216
-281
-19% -$129K 0.11% 175
2024
Q4 		$727K Buy
1,497
+195
+15% +$106K 0.14% 158
2024
Q3 		$761K Buy
1,302
+5
+0.4% +$2.68K 0.17% 131
2024
Q2 		$606K Buy
1,297
+168
+15% +$77.6K 0.19% 115
2024
Q1 		$514K Buy
1,129
+327
+41% +$143K 0.19% 112
2023
Q4 		$364K Buy
+802
New +$355K 0.44% 42

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

United Advisor Group's LMT Position: Q2 2026 in Review

United Advisor Group reduced its Lockheed Martin (LMT) stake by 19% in Q2 2026, selling an estimated $188K and leaving 1,507 shares worth $768K. The position accounts for 0.08% of the portfolio, ranked #250.

United Advisor Group first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.12M in Q1 2026. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • United Advisor Group held 1,507 shares of Lockheed Martin worth $768K as of Q2 2026.
  • United Advisor Group sold 347 Lockheed Martin shares in Q2 2026, an estimated $188K.
  • Lockheed Martin made up 0.08% of United Advisor Group's portfolio in Q2 2026, its #250 holding.
  • United Advisor Group first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
  • United Advisor Group's Lockheed Martin position peaked at $1.12M in Q1 2026.
  • 2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.