YIA
LMT icon

YHB Investment Advisors’s Lockheed Martin LMT Stock Holding History

YHB Investment 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 		$419K Sell
823
-8
-1% -$4.33K 0.03% 231
2026
Q1 		$502K Buy
831
+176
+27% +$108K 0.04% 215
2025
Q4 		$317K Sell
655
-15
-2% -$7.18K 0.02% 252
2025
Q3 		$334K Hold
670
– – 0.02% 243
2025
Q2 		$310K Sell
670
-37
-5% -$17.3K 0.02% 253
2025
Q1 		$316K Buy
707
+179
+34% +$82.4K 0.03% 232
2024
Q4 		$257K Sell
528
-157
-23% -$85.6K 0.02% 250
2024
Q3 		$400K Buy
685
+150
+28% +$80.5K 0.03% 215
2024
Q2 		$250K Buy
535
+9
+2% +$4.16K 0.02% 251
2024
Q1 		$239K Hold
526
– – 0.02% 251
2023
Q4 		$238K Hold
526
– – 0.02% 244
2023
Q3 		$215K Hold
526
– – 0.02% 258
2023
Q2 		$242K Sell
526
-19
-3% -$8.82K 0.02% 254
2023
Q1 		$258K Hold
545
– – 0.03% 247
2022
Q4 		$265K Buy
545
+19
+4% +$8.83K 0.03% 238
2022
Q3 		$203K Sell
526
-5
-0.9% -$2.09K 0.02% 276
2022
Q2 		$228K Sell
531
-10
-2% -$4.39K 0.02% 253
2022
Q1 		$239K Buy
+541
New +$219K 0.02% 269
2021
Q3 		– Sell
-554
Closed -$210K – 306
2021
Q2 		$210K Hold
554
– – 0.02% 289
2021
Q1 		$217K Sell
554
-10
-2% -$3.43K 0.02% 281
2020
Q4 		$200K Buy
564
+12
+2% +$4.41K 0.02% 275
2020
Q3 		$212K Sell
552
-216
-28% -$82.4K 0.02% 248
2020
Q2 		$280K Sell
768
-28
-4% -$10.6K 0.04% 155
2020
Q1 		$270K Buy
796
+21
+3% +$8.26K 0.05% 149
2019
Q4 		$302K Buy
775
+3
+0.4% +$1.15K 0.04% 158
2019
Q3 		$301K Buy
772
+50
+7% +$18.8K 0.05% 158
2019
Q2 		$262K Sell
722
-65
-8% -$21.7K 0.04% 165
2019
Q1 		$236K Buy
+787
New +$231K 0.04% 175
2018
Q2 		– Sell
-605
Closed -$204K – 182
2018
Q1 		$204K Buy
+605
New +$206K 0.03% 180
2017
Q4 		– Sell
-648
Closed -$201K – 189
2017
Q3 		$201K Sell
648
-173
-21% -$51.6K 0.04% 175
2017
Q2 		$228K Buy
+821
New +$226K 0.04% 170

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

YHB Investment Advisors's LMT Position: Q2 2026 in Review

YHB Investment Advisors reduced its Lockheed Martin (LMT) stake by 0.96% in Q2 2026, selling an estimated $4.33K and leaving 823 shares worth $419K. The position accounts for 0.03% of the portfolio, ranked #231.

YHB Investment Advisors first reported a position in LMT in Q2 2017 and has held it in 31 quarters since. The position peaked at $502K in Q1 2026. 1,011 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • YHB Investment Advisors held 823 shares of Lockheed Martin worth $419K as of Q2 2026.
  • YHB Investment Advisors sold 8 Lockheed Martin shares in Q2 2026, an estimated $4.33K.
  • Lockheed Martin made up 0.03% of YHB Investment Advisors's portfolio in Q2 2026, its #231 holding.
  • YHB Investment Advisors first reported a position in Lockheed Martin in Q2 2017 and has held it in 31 quarters since.
  • YHB Investment Advisors's Lockheed Martin position peaked at $502K in Q1 2026.
  • 1,011 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.