VFA
LMT icon

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
2025
Q1 		– Sell
-1,700
Closed -$826K – 732
2024
Q4 		$826K Buy
+1,700
New +$927K 0.02% 307

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.