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Waldron Private Wealth’s Lockheed Martin LMT Stock Holding History

Waldron Private Wealth’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 		$236K Sell
463
-5
-1% -$2.7K 0.01% 317
2026
Q1 		$283K Buy
468
+23
+5% +$14.2K 0.01% 282
2025
Q4 		$215K Buy
445
+5
+1% +$2.39K 0.01% 306
2025
Q3 		$220K Sell
440
-27
-6% -$12.3K 0.01% 296
2025
Q2 		$216K Sell
467
-107
-19% -$50.1K 0.01% 284
2025
Q1 		$256K Sell
574
-1,104
-66% -$508K 0.01% 264
2024
Q4 		$815K Buy
1,678
+13
+0.8% +$7.09K 0.03% 193
2024
Q3 		$973K Buy
1,665
+252
+18% +$135K 0.04% 165
2024
Q2 		$660K Buy
1,413
+190
+16% +$87.8K 0.03% 193
2024
Q1 		$560K Sell
1,223
-232
-16% -$102K 0.03% 223
2023
Q4 		$659K Buy
1,455
+44
+3% +$19.5K 0.03% 198
2023
Q3 		$577K Sell
1,411
-90
-6% -$39.9K 0.03% 204
2023
Q2 		$691K Sell
1,501
-227
-13% -$105K 0.03% 193
2023
Q1 		$817K Buy
1,728
+396
+30% +$186K 0.04% 189
2022
Q4 		$514K Hold
1,332
– – 0.03% 234
2022
Q3 		$514K Sell
1,332
-3
-0.2% -$1.25K 0.03% 234
2022
Q2 		$573K Buy
1,335
+214
+19% +$94K 0.03% 229
2022
Q1 		$495K Buy
1,121
+8
+0.7% +$3.24K 0.03% 256
2021
Q4 		$395K Buy
1,113
+17
+2% +$5.88K 0.02% 279
2021
Q3 		$378K Buy
1,096
+33
+3% +$11.9K 0.02% 251
2021
Q2 		$402K Sell
1,063
-137
-11% -$52.7K 0.03% 234
2021
Q1 		$443K Buy
1,200
+366
+44% +$126K 0.03% 201
2020
Q4 		$296K Sell
834
-261
-24% -$95.9K 0.02% 229
2020
Q3 		$419K Buy
1,095
+242
+28% +$92.4K 0.04% 178
2020
Q2 		$311K Buy
+853
New +$322K 0.03% 195
2020
Q1 		– Sell
-548
Closed -$213K – 272
2019
Q4 		$213K Buy
+548
New +$210K 0.02% 253
2019
Q3 		– Sell
-713
Closed -$259K – 268
2019
Q2 		$259K Buy
+713
New +$239K 0.03% 205
2017
Q2 		– Sell
-1,002
Closed -$267K – 178
2017
Q1 		$267K Buy
+1,002
New +$262K 0.07% 178

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

Waldron Private Wealth's LMT Position: Q2 2026 in Review

Waldron Private Wealth reduced its Lockheed Martin (LMT) stake by 1.1% in Q2 2026, selling an estimated $2.7K and leaving 463 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #317.

Waldron Private Wealth first reported a position in LMT in Q1 2017 and has held it in 28 quarters since. The position peaked at $973K in Q3 2024. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Waldron Private Wealth held 463 shares of Lockheed Martin worth $236K as of Q2 2026.
  • Waldron Private Wealth sold 5 Lockheed Martin shares in Q2 2026, an estimated $2.7K.
  • Lockheed Martin made up 0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #317 holding.
  • Waldron Private Wealth first reported a position in Lockheed Martin in Q1 2017 and has held it in 28 quarters since.
  • Waldron Private Wealth's Lockheed Martin position peaked at $973K in Q3 2024.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.