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Abner Herrman & Brock’s Lockheed Martin LMT Stock Holding History

Abner Herrman & Brock’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 		$3.4M Buy
6,682
+2,477
+59% +$1.34M 0.32% 45
2026
Q1 		$2.54M Sell
4,205
-16
-0.4% -$9.86K 0.28% 44
2025
Q4 		$2.04M Hold
4,221
– – 0.21% 50
2025
Q3 		$2.11M Buy
+4,221
New +$1.92M 0.22% 49
2024
Q4 		– Sell
-4,951
Closed -$2.89M – 78
2024
Q3 		$2.89M Sell
4,951
-196
-4% -$105K 0.35% 47
2024
Q2 		$2.4M Sell
5,147
-106
-2% -$49K 0.3% 50
2024
Q1 		$2.39M Buy
5,253
+25
+0.5% +$11K 0.3% 49
2023
Q4 		$2.37M Buy
5,228
+265
+5% +$117K 0.33% 50
2023
Q3 		$2.03M Sell
4,963
-5,529
-53% -$2.45M 0.31% 51
2023
Q2 		$4.83M Sell
10,492
-112
-1% -$52K 0.71% 37
2023
Q1 		$5.01M Hold
10,604
– – 0.76% 36
2022
Q4 		$5.16M Sell
10,604
-9
-0.1% -$4.18K 0.79% 37
2022
Q3 		$4.1M Hold
10,613
– – 0.75% 39
2022
Q2 		$4.56M Sell
10,613
-298
-3% -$131K 0.79% 37
2022
Q1 		$4.82M Hold
10,911
– – 0.68% 38
2021
Q4 		$3.88M Sell
10,911
-3,029
-22% -$1.05M 0.51% 42
2021
Q3 		$4.81M Sell
13,940
-89
-0.6% -$32.2K 0.68% 42
2021
Q2 		$5.31M Sell
14,029
-285
-2% -$110K 0.74% 39
2021
Q1 		$5.29M Sell
14,314
-125
-0.9% -$42.9K 0.8% 38
2020
Q4 		$5.13M Sell
14,439
-30,333
-68% -$11.2M 0.8% 37
2020
Q3 		$17.2M Sell
44,772
-2,621
-6% -$1M 2.89% 9
2020
Q2 		$17.3M Sell
47,393
-2,180
-4% -$823K 3.11% 9
2020
Q1 		$16.8M Sell
49,573
-1,196
-2% -$470K 3.81% 8
2019
Q4 		$19.8M Sell
50,769
-3,879
-7% -$1.49M 2.94% 12
2019
Q3 		$21.3M Sell
54,648
-499
-0.9% -$188K 3.15% 10
2019
Q2 		$20M Buy
55,147
+394
+0.7% +$132K 2.87% 13
2019
Q1 		$16.4M Buy
54,753
+6,617
+14% +$1.94M 2.53% 18
2018
Q4 		$12.6M Sell
48,136
-938
-2% -$285K 2.3% 17
2018
Q3 		$17M Buy
49,074
+8,332
+20% +$2.69M 2.43% 12
2018
Q2 		$12M Buy
40,742
+427
+1% +$138K 1.88% 21
2018
Q1 		$13.6M Buy
40,315
+1,653
+4% +$563K 2.16% 13
2017
Q4 		$12.4M Buy
38,662
+14,624
+61% +$4.61M 2.09% 15
2017
Q3 		$7.46M Buy
24,038
+12,380
+106% +$3.69M 1.32% 32
2017
Q2 		$3.24M Buy
11,658
+10,088
+643% +$2.77M 0.61% 54
2017
Q1 		$420K Hold
1,570
– – 0.08% 89
2016
Q4 		$402K Sell
1,570
-176
-10% -$44K 0.08% 88
2016
Q3 		$419K Hold
1,746
– – 0.1% 80
2016
Q2 		$444K Sell
1,746
-76
-4% -$17.9K 0.1% 75
2016
Q1 		$404K Buy
1,822
+369
+25% +$79.4K 0.1% 75
2015
Q4 		$316K Hold
1,453
– – 0.16% 70
2015
Q3 		$309K Hold
1,453
– – 0.16% 70
2015
Q2 		$279K Buy
1,453
+103
+8% +$19.8K 0.14% 73
2015
Q1 		$274K Sell
1,350
-96
-7% -$19K 0.14% 72
2014
Q4 		$278K Sell
1,446
-125
-8% -$23.2K 0.14% 70
2014
Q3 		$287K Hold
1,571
– – 0.08% 85
2014
Q2 		$253K Hold
1,571
– – 0.08% 93
2014
Q1 		$256K Hold
1,571
– – 0.08% 93
2013
Q4 		$230K Buy
+1,571
New +$213K 0.08% 86

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Abner Herrman & Brock's LMT Position: Q2 2026 in Review

Abner Herrman & Brock increased its Lockheed Martin (LMT) stake by 59% in Q2 2026, buying an estimated $1.34M and bringing the position to 6,682 shares worth $3.4M. The position accounts for 0.32% of the portfolio, ranked #45.

Abner Herrman & Brock first reported a position in LMT in Q4 2013 and has held it in 48 quarters since. The position peaked at $21.3M in Q3 2019. 487 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Abner Herrman & Brock held 6,682 shares of Lockheed Martin worth $3.4M as of Q2 2026.
  • Abner Herrman & Brock bought 2,477 Lockheed Martin shares in Q2 2026, an estimated $1.34M.
  • Lockheed Martin made up 0.32% of Abner Herrman & Brock's portfolio in Q2 2026, its #45 holding.
  • Abner Herrman & Brock first reported a position in Lockheed Martin in Q4 2013 and has held it in 48 quarters since.
  • Abner Herrman & Brock's Lockheed Martin position peaked at $21.3M in Q3 2019.
  • 487 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Abner Herrman & Brock's 13F filing for Q2 2026, filed 8 Jul 2026.