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Atticus Wealth Management’s Lockheed Martin LMT Stock Holding History

Atticus Wealth Management’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 		$395K Buy
776
+13
+2% +$7.03K 0.09% 135
2026
Q1 		$461K Sell
763
-16
-2% -$9.86K 0.13% 106
2025
Q4 		$377K Buy
779
+4
+0.5% +$1.91K 0.09% 131
2025
Q3 		$387K Buy
775
+253
+48% +$115K 0.1% 134
2025
Q2 		$242K Buy
522
+502
+2,510% +$235K 0.07% 145
2025
Q1 		$8.94K Hold
20
– – ﹤0.01% 389
2024
Q4 		$9.72K Hold
20
– – ﹤0.01% 395
2024
Q3 		$11.7K Hold
20
– – ﹤0.01% 376
2024
Q2 		$9.34K Sell
20
-32
-62% -$14.8K ﹤0.01% 392
2024
Q1 		$23.7K Sell
52
-3
-5% -$1.31K 0.01% 308
2023
Q4 		$24.9K Sell
55
-30
-35% -$13.3K 0.01% 315
2023
Q3 		$34.8K Sell
85
-1
-1% -$444 0.01% 285
2023
Q2 		$39.6K Sell
86
-1
-1% -$464 0.01% 281
2023
Q1 		$41.1K Sell
87
-269
-76% -$126K 0.02% 270
2022
Q4 		$173K Buy
356
+6
+2% +$2.79K 0.07% 133
2022
Q3 		$151K Hold
350
– – 0.07% 133
2022
Q2 		$151K Sell
350
-70
-17% -$30.7K 0.06% 149
2022
Q1 		$186K Buy
420
+43
+11% +$17.4K 0.07% 148
2021
Q4 		$134K Buy
+377
New +$130K 0.05% 144
2020
Q2 		– Sell
-10
Closed -$3K – 308
2020
Q1 		$3K Buy
10
+9
+900% +$3.54K ﹤0.01% 264
2019
Q4 		$0 Buy
+1
New +$384 ﹤0.01% 398

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

Atticus Wealth Management's LMT Position: Q2 2026 in Review

Atticus Wealth Management increased its Lockheed Martin (LMT) stake by 1.7% in Q2 2026, buying an estimated $7.03K and bringing the position to 776 shares worth $395K. The position accounts for 0.09% of the portfolio, ranked #135.

Atticus Wealth Management first reported a position in LMT in Q4 2019 and has held it in 21 quarters since. The position peaked at $461K in Q1 2026. 487 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Atticus Wealth Management held 776 shares of Lockheed Martin worth $395K as of Q2 2026.
  • Atticus Wealth Management bought 13 Lockheed Martin shares in Q2 2026, an estimated $7.03K.
  • Lockheed Martin made up 0.09% of Atticus Wealth Management's portfolio in Q2 2026, its #135 holding.
  • Atticus Wealth Management first reported a position in Lockheed Martin in Q4 2019 and has held it in 21 quarters since.
  • Atticus Wealth Management's Lockheed Martin position peaked at $461K in Q1 2026.
  • 487 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.