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Valeo Financial Advisors’s Lockheed Martin LMT Stock Holding History

Valeo Financial 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 		$6.66M Sell
13,078
-262
-2% -$142K 0.14% 74
2026
Q1 		$8.06M Sell
13,340
-1,604
-11% -$988K 0.19% 57
2025
Q4 		$7.23M Sell
14,944
-288
-2% -$138K 0.16% 71
2025
Q3 		$7.6M Sell
15,232
-137
-0.9% -$62.2K 0.17% 67
2025
Q2 		$7.12M Buy
15,369
+1,395
+10% +$653K 0.17% 65
2025
Q1 		$6.24M Sell
13,974
-125
-0.9% -$57.5K 0.17% 65
2024
Q4 		$6.85M Sell
14,099
-618
-4% -$337K 0.19% 59
2024
Q3 		$8.6M Sell
14,717
-1,209
-8% -$649K 0.25% 51
2024
Q2 		$7.44M Buy
15,926
+507
+3% +$234K 0.23% 54
2024
Q1 		$7.08M Sell
15,419
-472
-3% -$207K 0.25% 51
2023
Q4 		$7.2M Buy
15,891
+609
+4% +$270K 0.29% 48
2023
Q3 		$6.25M Buy
15,282
+12
+0.1% +$5.32K 0.28% 51
2023
Q2 		$7.03M Sell
15,270
-557
-4% -$259K 0.32% 44
2023
Q1 		$7.48M Buy
15,827
+1,239
+8% +$581K 0.36% 40
2022
Q4 		$7.1M Sell
14,588
-107
-0.7% -$49.7K 0.39% 36
2022
Q3 		$5.68M Sell
14,695
-97
-0.7% -$40.5K 0.36% 40
2022
Q2 		$6.36M Sell
14,792
-420
-3% -$184K 0.4% 37
2022
Q1 		$6.71M Buy
15,212
+2,161
+17% +$876K 0.34% 42
2021
Q4 		$4.64M Buy
13,051
+388
+3% +$134K 0.25% 61
2021
Q3 		$4.37M Buy
12,663
+1,803
+17% +$653K 0.25% 62
2021
Q2 		$4.11M Buy
10,860
+32
+0.3% +$12.3K 0.25% 63
2021
Q1 		$4M Sell
10,828
-34,814
-76% -$11.9M 0.19% 68
2020
Q4 		$3.43M Buy
45,642
+37,005
+428% +$13.6M 0.18% 68
2020
Q3 		$3.31M Buy
8,637
+759
+10% +$290K 0.29% 53
2020
Q2 		$2.88M Buy
7,878
+1,301
+20% +$491K 0.26% 56
2020
Q1 		$2.44M Buy
6,577
+1,131
+21% +$445K 0.26% 58
2019
Q4 		$2.12M Buy
5,446
+103
+2% +$39.5K 0.21% 79
2019
Q3 		$2.08M Buy
5,343
+685
+15% +$258K 0.23% 71
2019
Q2 		$1.69M Buy
4,658
+253
+6% +$84.6K 0.19% 82
2019
Q1 		$1.32M Buy
4,405
+935
+27% +$274K 0.16% 97
2018
Q4 		$909K Buy
3,470
+291
+9% +$88.3K 0.13% 119
2018
Q3 		$933K Buy
3,179
+277
+10% +$89.4K 0.13% 124
2018
Q2 		$910K Buy
2,902
+1,207
+71% +$389K 0.13% 121
2018
Q1 		$573K Buy
1,695
+120
+8% +$40.8K 0.09% 139
2017
Q4 		$506K Sell
1,575
-439
-22% -$138K 0.08% 147
2017
Q3 		$625K Buy
+2,014
New +$601K 0.14% 110

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

Valeo Financial Advisors's LMT Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Lockheed Martin (LMT) stake by 2% in Q2 2026, selling an estimated $142K and leaving 13,078 shares worth $6.66M. The position accounts for 0.14% of the portfolio, ranked #74.

Valeo Financial Advisors first reported a position in LMT in Q3 2017 and has held it in 36 quarters since. The position peaked at $8.6M in Q3 2024. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Valeo Financial Advisors held 13,078 shares of Lockheed Martin worth $6.66M as of Q2 2026.
  • Valeo Financial Advisors sold 262 Lockheed Martin shares in Q2 2026, an estimated $142K.
  • Lockheed Martin made up 0.14% of Valeo Financial Advisors's portfolio in Q2 2026, its #74 holding.
  • Valeo Financial Advisors first reported a position in Lockheed Martin in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's Lockheed Martin position peaked at $8.6M in Q3 2024.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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