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Whipplewood Advisors’s Lockheed Martin LMT Stock Holding History

Whipplewood 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 		$2.04K Sell
4
-194
-98% -$105K ﹤0.01% 422
2026
Q1 		$120K Buy
198
+48
+32% +$29.6K 0.06% 170
2025
Q4 		$72.6K Hold
150
– – 0.05% 176
2025
Q3 		$74.9K Sell
150
-56
-27% -$25.4K 0.05% 169
2025
Q2 		$95.4K Sell
206
-11
-5% -$5.15K 0.05% 236
2025
Q1 		$90.2K Buy
217
+13
+6% +$5.98K 0.05% 235
2024
Q4 		$99.1K Buy
+204
New +$111K 0.06% 231

Other funds holding LMT

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 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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 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

Whipplewood Advisors's LMT Position: Q2 2026 in Review

Whipplewood Advisors reduced its Lockheed Martin (LMT) stake by 98% in Q2 2026, selling an estimated $105K and leaving 4 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Whipplewood Advisors first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $120K in Q1 2026. 1,088 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Whipplewood Advisors held 4 shares of Lockheed Martin worth $2.04K as of Q2 2026.
  • Whipplewood Advisors sold 194 Lockheed Martin shares in Q2 2026, an estimated $105K.
  • Lockheed Martin made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #422 holding.
  • Whipplewood Advisors first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Lockheed Martin position peaked at $120K in Q1 2026.
  • 1,088 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.