YIH
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Y-Intercept (HK)’s Lockheed Martin LMT Stock Holding History

Y-Intercept (HK)’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 		$2.56M Sell
5,026
-1,666
-25% -$901K 0.05% 567
2026
Q1 		$4.04M Sell
6,692
-5,099
-43% -$3.14M 0.08% 414
2025
Q4 		$5.7M Buy
+11,791
New +$5.64M 0.13% 188
2025
Q3 		– Sell
-24,425
Closed -$11.3M – 1827
2025
Q2 		$11.3M Buy
24,425
+8,602
+54% +$4.03M 0.28% 51
2025
Q1 		$7.07M Sell
15,823
-7,068
-31% -$3.25M 0.48% 22
2024
Q4 		$11.1M Buy
22,891
+22,064
+2,668% +$12M 0.74% 4
2024
Q3 		$483K Sell
827
-12,287
-94% -$6.6M 0.03% 793
2024
Q2 		$6.13M Buy
13,114
+1,941
+17% +$897K 0.34% 44
2024
Q1 		$5.08M Buy
11,173
+1,495
+15% +$655K 0.38% 30
2023
Q4 		$4.39M Buy
+9,678
New +$4.29M 0.41% 26
2023
Q3 		– Sell
-4,723
Closed -$2.17M – 1362
2023
Q2 		$2.17M Sell
4,723
-889
-16% -$413K 0.23% 99
2023
Q1 		$2.65M Buy
5,612
+4,021
+253% +$1.89M 0.31% 49
2022
Q4 		$774K Buy
+1,591
New +$739K 0.11% 276
2022
Q3 		– Sell
-4,539
Closed -$1.95M – 1136
2022
Q2 		$1.95M Buy
+4,539
New +$1.99M 0.26% 94
2022
Q1 		– Sell
-1,219
Closed -$433K – 848
2021
Q4 		$433K Buy
+1,219
New +$422K 0.1% 287
2021
Q2 		– Sell
-1,378
Closed -$511K – 771
2021
Q1 		$511K Buy
+1,378
New +$473K 0.14% 250

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Y-Intercept (HK)'s LMT Position: Q2 2026 in Review

Y-Intercept (HK) reduced its Lockheed Martin (LMT) stake by 25% in Q2 2026, selling an estimated $901K and leaving 5,026 shares worth $2.56M. The position accounts for 0.05% of the portfolio, ranked #567.

Y-Intercept (HK) first reported a position in LMT in Q1 2021 and has held it in 16 quarters since. The position peaked at $11.3M in Q2 2025. 718 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Y-Intercept (HK) held 5,026 shares of Lockheed Martin worth $2.56M as of Q2 2026.
  • Y-Intercept (HK) sold 1,666 Lockheed Martin shares in Q2 2026, an estimated $901K.
  • Lockheed Martin made up 0.05% of Y-Intercept (HK)'s portfolio in Q2 2026, its #567 holding.
  • Y-Intercept (HK) first reported a position in Lockheed Martin in Q1 2021 and has held it in 16 quarters since.
  • Y-Intercept (HK)'s Lockheed Martin position peaked at $11.3M in Q2 2025.
  • 718 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.