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United Asset Strategies’s Lockheed Martin LMT Stock Holding History

United Asset Strategies’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 		$15.5M Buy
30,396
+466
+2% +$252K 1.09% 26
2026
Q1 		$18.1M Sell
29,930
-4,806
-14% -$2.96M 1.44% 18
2025
Q4 		$16.8M Sell
34,736
-1,315
-4% -$629K 1.3% 22
2025
Q3 		$18M Buy
36,051
+1,094
+3% +$496K 1.44% 16
2025
Q2 		$16.2M Buy
34,957
+12,405
+55% +$5.81M 1.38% 15
2025
Q1 		$10.1M Sell
22,552
-9,032
-29% -$4.16M 0.94% 38
2024
Q4 		$15.3M Buy
31,584
+751
+2% +$409K 1.41% 17
2024
Q3 		$18M Buy
30,833
+379
+1% +$203K 1.68% 13
2024
Q2 		$14.2M Buy
30,454
+5,669
+23% +$2.62M 1.4% 19
2024
Q1 		$11.3M Buy
24,785
+1,791
+8% +$785K 1.13% 32
2023
Q4 		$10.4M Buy
22,994
+326
+1% +$144K 1.17% 29
2023
Q3 		$9.27M Buy
22,668
+409
+2% +$181K 1.2% 26
2023
Q2 		$10.2M Sell
22,259
-136
-0.6% -$63.1K 1.28% 23
2023
Q1 		$10.6M Buy
22,395
+478
+2% +$224K 1.4% 20
2022
Q4 		$10.7M Buy
21,917
+16,026
+272% +$7.45M 1.49% 19
2022
Q3 		$2.28M Buy
5,891
+762
+15% +$318K 0.35% 68
2022
Q2 		$2.21M Buy
5,129
+1,314
+34% +$577K 0.32% 75
2022
Q1 		$1.68M Sell
3,815
-1,127
-23% -$457K 0.21% 90
2021
Q4 		$1.76M Sell
4,942
-30
-0.6% -$10.4K 0.21% 87
2021
Q3 		$1.72M Buy
4,972
+85
+2% +$30.8K 0.22% 85
2021
Q2 		$1.85M Buy
4,887
+43
+0.9% +$16.5K 0.25% 81
2021
Q1 		$1.79M Sell
4,844
-192
-4% -$65.9K 0.26% 77
2020
Q4 		$1.79M Sell
5,036
-26
-0.5% -$9.56K 0.28% 74
2020
Q3 		$1.94M Sell
5,062
-320
-6% -$122K 0.36% 63
2020
Q2 		$1.96M Buy
5,382
+88
+2% +$33.2K 0.39% 65
2020
Q1 		$1.79M Sell
5,294
-69
-1% -$27.1K 0.45% 59
2019
Q4 		$2.09M Buy
5,363
+213
+4% +$81.7K 0.41% 70
2019
Q3 		$2.01M Buy
5,150
+31
+0.6% +$11.7K 0.44% 69
2019
Q2 		$1.86M Buy
5,119
+176
+4% +$58.9K 0.43% 69
2019
Q1 		$1.48M Buy
4,943
+62
+1% +$18.2K 0.35% 79
2018
Q4 		$1.28M Sell
4,881
-152
-3% -$46.1K 0.35% 73
2018
Q3 		$1.74M Sell
5,033
-69
-1% -$22.3K 0.41% 67
2018
Q2 		$1.51M Sell
5,102
-476
-9% -$154K 0.4% 69
2018
Q1 		$1.89M Sell
5,578
-191
-3% -$65K 0.56% 53
2017
Q4 		$1.85M Buy
5,769
+38
+0.7% +$12K 0.5% 57
2017
Q3 		$1.78M Hold
5,731
– – 1.01% 33
2017
Q2 		$1.59M Buy
5,731
+82
+1% +$22.5K 0.47% 60
2017
Q1 		$1.51M Buy
5,649
+24
+0.4% +$6.29K 0.46% 60
2016
Q4 		$1.41M Sell
5,625
-141
-2% -$35.2K 0.46% 62
2016
Q3 		$1.38M Buy
5,766
+334
+6% +$83.6K 0.48% 58
2016
Q2 		$1.35M Buy
5,432
+217
+4% +$51.2K 0.51% 55
2016
Q1 		$1.16M Buy
5,215
+264
+5% +$56.8K 0.52% 54
2015
Q4 		$1.07M Buy
4,951
+33
+0.7% +$7.16K 0.47% 56
2015
Q3 		$1.02M Sell
4,918
-90
-2% -$18.3K 0.47% 52
2015
Q2 		$931K Buy
5,008
+501
+11% +$96.5K 0.42% 66
2015
Q1 		$841K Sell
4,507
-774
-15% -$153K 0.39% 66
2014
Q4 		$1.02M Buy
5,281
+649
+14% +$120K 0.43% 63
2014
Q3 		$847K Sell
4,632
-521
-10% -$88.7K 0.38% 69
2014
Q2 		$828K Buy
5,153
+389
+8% +$63.2K 0.4% 69
2014
Q1 		$778K Buy
4,764
+1,224
+35% +$192K 0.44% 60
2013
Q4 		$526K Buy
3,540
+440
+14% +$59.8K 0.36% 58
2013
Q3 		$395K Sell
3,100
-3,250
-51% -$395K 0.25% 71
2013
Q2 		$689K Buy
+6,350
New +$649K 0.45% 64

Other funds holding LMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

United Asset Strategies's LMT Position: Q2 2026 in Review

United Asset Strategies increased its Lockheed Martin (LMT) stake by 1.6% in Q2 2026, buying an estimated $252K and bringing the position to 30,396 shares worth $15.5M. The position accounts for 1.09% of the portfolio, ranked #26.

United Asset Strategies first reported a position in LMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.1M in Q1 2026. 1,322 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • United Asset Strategies held 30,396 shares of Lockheed Martin worth $15.5M as of Q2 2026.
  • United Asset Strategies bought 466 Lockheed Martin shares in Q2 2026, an estimated $252K.
  • Lockheed Martin made up 1.09% of United Asset Strategies's portfolio in Q2 2026, its #26 holding.
  • United Asset Strategies first reported a position in Lockheed Martin in Q2 2013 and has held it in 53 quarters since.
  • United Asset Strategies's Lockheed Martin position peaked at $18.1M in Q1 2026.
  • 1,322 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.