VisionPoint Advisory Group’s Lockheed Martin LMT Stock Holding History

VisionPoint Advisory 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	$764K	Sell	1,499 -5	-0.3%	-$2.7K	0.12%	188
2026 Q1	$909K	Sell	1,504 -993	-40%	-$612K	0.17%	135
2025 Q4	$1.21M	Sell	2,497 -24	-1%	-$11.5K	0.24%	104
2025 Q3	$1.26M	Sell	2,521 -163	-6%	-$74K	0.25%	100
2025 Q2	$1.24M	Buy	2,684 +164	+7%	+$76.8K	0.27%	99
2025 Q1	$1.13M	Sell	2,520 -2,206	-47%	-$1.02M	0.39%	69
2024 Q4	$2.28M	Sell	4,726 -230	-5%	-$125K	0.78%	34
2024 Q3	$2.9M	Sell	4,956 -223	-4%	-$120K	0.98%	26
2024 Q2	$2.42M	Sell	5,179 -470	-8%	-$217K	0.86%	33
2024 Q1	$2.57M	Buy	5,649 +411	+8%	+$180K	0.93%	28
2023 Q4	$2.37M	Buy	5,238 +2,234	+74%	+$990K	0.88%	29
2023 Q3	$1.23M	Buy	3,004 +125	+4%	+$55.5K	0.53%	57
2023 Q2	$1.33M	Buy	2,879 +157	+6%	+$72.9K	0.54%	54
2023 Q1	$1.23M	Sell	2,722 -1,133	-29%	-$531K	0.54%	52
2022 Q4	$1.86M	Buy	3,855 +3,272	+561%	+$1.52M	0.77%	35
2022 Q3	$225K	Buy	+583	New	+$243K	0.11%	83
2019 Q4	–	Sell	-859	Closed	-$331K	–	136
2019 Q3	$331K	Buy	859 +134	+18%	+$50.4K	0.09%	88
2019 Q2	$264K	Buy	+725	New	+$243K	0.08%	105

Other funds holding LMT

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

VisionPoint Advisory Group's LMT Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Lockheed Martin (LMT) stake by 0.33% in Q2 2026, selling an estimated $2.7K and leaving 1,499 shares worth $764K. The position accounts for 0.12% of the portfolio, ranked #188.

VisionPoint Advisory Group first reported a position in LMT in Q2 2019 and has held it in 18 quarters since. The position peaked at $2.9M in Q3 2024. 1,060 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

VisionPoint Advisory Group held 1,499 shares of Lockheed Martin worth $764K as of Q2 2026.
VisionPoint Advisory Group sold 5 Lockheed Martin shares in Q2 2026, an estimated $2.7K.
Lockheed Martin made up 0.12% of VisionPoint Advisory Group's portfolio in Q2 2026, its #188 holding.
VisionPoint Advisory Group first reported a position in Lockheed Martin in Q2 2019 and has held it in 18 quarters since.
VisionPoint Advisory Group's Lockheed Martin position peaked at $2.9M in Q3 2024.
1,060 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.