AP
LMT icon

Appleton Partners’s Lockheed Martin LMT Stock Holding History

Appleton Partners’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 		$1.03M Sell
2,023
-124
-6% -$67K 0.06% 149
2026
Q1 		$1.3M Sell
2,147
-4,269
-67% -$2.63M 0.09% 131
2025
Q4 		$3.1M Buy
6,416
+1
+0% +$479 0.2% 96
2025
Q3 		$3.2M Sell
6,415
-9,155
-59% -$4.15M 0.21% 94
2025
Q2 		$7.21M Sell
15,570
-346
-2% -$162K 0.51% 66
2025
Q1 		$7.11M Buy
15,916
+254
+2% +$117K 0.55% 63
2024
Q4 		$7.61M Sell
15,662
-56
-0.4% -$30.5K 0.56% 61
2024
Q3 		$9.19M Sell
15,718
-492
-3% -$264K 0.68% 51
2024
Q2 		$7.57M Sell
16,210
-220
-1% -$102K 0.58% 58
2024
Q1 		$7.47M Sell
16,430
-1,359
-8% -$596K 0.58% 57
2023
Q4 		$8.06M Sell
17,789
-41
-0.2% -$18.2K 0.65% 46
2023
Q3 		$7.29M Sell
17,830
-18,417
-51% -$8.17M 0.65% 44
2023
Q2 		$16.7M Buy
36,247
+1,757
+5% +$816K 1.41% 14
2023
Q1 		$16.3M Buy
34,490
+750
+2% +$352K 1.45% 12
2022
Q4 		$16.4M Buy
33,740
+1,343
+4% +$624K 1.55% 11
2022
Q3 		$12.5M Buy
32,397
+1,197
+4% +$500K 1.25% 16
2022
Q2 		$13.4M Buy
31,200
+143
+0.5% +$62.8K 1.27% 15
2022
Q1 		$13.7M Buy
31,057
+109
+0.4% +$44.2K 1.12% 22
2021
Q4 		$11M Sell
30,948
-3,585
-10% -$1.24M 0.83% 32
2021
Q3 		$11.9M Buy
34,533
+3,335
+11% +$1.21M 0.99% 27
2021
Q2 		$11.8M Buy
31,198
+155
+0.5% +$59.6K 1.01% 26
2021
Q1 		$11.5M Sell
31,043
-231
-0.7% -$79.3K 1.07% 27
2020
Q4 		$11.1M Buy
31,274
+309
+1% +$114K 1.09% 28
2020
Q3 		$11.9M Buy
30,965
+224
+0.7% +$85.5K 1.31% 17
2020
Q2 		$11.2M Sell
30,741
-213
-0.7% -$80.5K 1.34% 17
2020
Q1 		$10.5M Buy
30,954
+699
+2% +$275K 1.45% 14
2019
Q4 		$11.8M Buy
30,255
+719
+2% +$276K 1.29% 18
2019
Q3 		$11.5M Buy
29,536
+13
+0% +$4.89K 1.39% 15
2019
Q2 		$10.7M Buy
29,523
+196
+0.7% +$65.6K 1.33% 17
2019
Q1 		$8.8M Sell
29,327
-106
-0.4% -$31.1K 1.17% 20
2018
Q4 		$7.71M Sell
29,433
-93
-0.3% -$28.2K 1.15% 21
2018
Q3 		$10.2M Sell
29,526
-367
-1% -$118K 1.36% 13
2018
Q2 		$8.83M Buy
29,893
+716
+2% +$231K 1.26% 16
2018
Q1 		$9.86M Buy
29,177
+267
+0.9% +$90.9K 1.5% 11
2017
Q4 		$9.28M Buy
28,910
+518
+2% +$163K 1.44% 13
2017
Q3 		$8.81M Buy
28,392
+121
+0.4% +$36.1K 1.48% 11
2017
Q2 		$7.85M Sell
28,271
-62
-0.2% -$17K 1.32% 14
2017
Q1 		$7.58M Sell
28,333
-2,362
-8% -$619K 1.4% 13
2016
Q4 		$7.67M Sell
30,695
-1,730
-5% -$432K 1.55% 15
2016
Q3 		$7.77M Sell
32,425
-1,065
-3% -$267K 1.46% 18
2016
Q2 		$8.31M Buy
33,490
+882
+3% +$208K 1.7% 14
2016
Q1 		$7.22M Buy
32,608
+4,901
+18% +$1.05M 1.43% 21
2015
Q4 		$6.02M Buy
27,707
+2,954
+12% +$641K 1.19% 31
2015
Q3 		$5.13M Buy
24,753
+468
+2% +$95.2K 1.17% 29
2015
Q2 		$4.51M Buy
24,285
+1,192
+5% +$230K 1.01% 36
2015
Q1 		$4.69M Buy
23,093
+17,515
+314% +$3.46M 1.06% 34
2014
Q4 		$1.07M Buy
5,578
+915
+20% +$170K 0.25% 86
2014
Q3 		$852K Buy
4,663
+386
+9% +$65.7K 0.2% 94
2014
Q2 		$687K Buy
4,277
+447
+12% +$72.7K 0.16% 100
2014
Q1 		$625K Buy
3,830
+260
+7% +$40.8K 0.15% 104
2013
Q4 		$531K Buy
3,570
+1,530
+75% +$208K 0.13% 105
2013
Q3 		$260K Hold
2,040
– – 0.07% 138
2013
Q2 		$221K Buy
+2,040
New +$208K 0.06% 141

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

Appleton Partners's LMT Position: Q2 2026 in Review

Appleton Partners reduced its Lockheed Martin (LMT) stake by 5.8% in Q2 2026, selling an estimated $67K and leaving 2,023 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #149.

Appleton Partners first reported a position in LMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $16.7M in Q2 2023. 713 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Appleton Partners held 2,023 shares of Lockheed Martin worth $1.03M as of Q2 2026.
  • Appleton Partners sold 124 Lockheed Martin shares in Q2 2026, an estimated $67K.
  • Lockheed Martin made up 0.06% of Appleton Partners's portfolio in Q2 2026, its #149 holding.
  • Appleton Partners first reported a position in Lockheed Martin in Q2 2013 and has held it in 53 quarters since.
  • Appleton Partners's Lockheed Martin position peaked at $16.7M in Q2 2023.
  • 713 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.