Atwood & Palmer’s Lockheed Martin LMT Stock Holding History

Atwood & Palmer’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	$34.6M	Buy	67,995 +18	+0%	+$9.73K	1.85%	21
2026 Q1	$41.1M	Hold	67,977	–	–	2.32%	12
2025 Q4	$32.9M	Hold	67,977	–	–	1.87%	23
2025 Q3	$33.9M	Hold	67,977	–	–	1.99%	21
2025 Q2	$31.5M	Hold	67,977	–	–	1.97%	20
2025 Q1	$30.4M	Sell	67,977 -73	-0.1%	-$33.6K	2.11%	16
2024 Q4	$33.1M	Buy	68,050 +23	+0%	+$12.5K	2.27%	13
2024 Q3	$39.8M	Hold	68,027	–	–	2.7%	10
2024 Q2	$31.8M	Hold	68,027	–	–	2.41%	15
2024 Q1	$30.9M	Hold	68,027	–	–	2.35%	15
2023 Q4	$30.8M	Sell	68,027 -1,000	-1%	-$443K	2.49%	10
2023 Q3	$28.2M	Sell	69,027 -800	-1%	-$355K	2.47%	12
2023 Q2	$32.1M	Sell	69,827 -5,800	-8%	-$2.69M	2.88%	6
2023 Q1	$35.8M	Sell	75,627 -25	-0%	-$11.7K	3.36%	2
2022 Q4	$36.8M	Hold	75,652	–	–	3.33%	3
2022 Q3	$29.2M	Sell	75,652 -100	-0.1%	-$41.8K	2.9%	4
2022 Q2	$32.6M	Sell	75,752 -1,450	-2%	-$637K	3.17%	4
2022 Q1	$34.1M	Sell	77,202 -1,500	-2%	-$608K	2.94%	8
2021 Q4	$28M	Sell	78,702 -11	-0%	-$3.81K	2.34%	15
2021 Q3	$27.2M	Sell	78,713 -2,500	-3%	-$905K	2.42%	11
2021 Q2	$30.7M	Sell	81,213 -50	-0.1%	-$19.2K	2.76%	8
2021 Q1	$30M	Buy	81,263 +11	+0%	+$3.77K	2.89%	7
2020 Q4	$28.8M	Sell	81,252 -50	-0.1%	-$18.4K	3.1%	6
2020 Q3	$31.2M	Hold	81,302	–	–	3.92%	2
2020 Q2	$29.7M	Hold	81,302	–	–	4.01%	3
2020 Q1	$27.6M	Buy	81,302 +93	+0.1%	+$36.6K	4.33%	2
2019 Q4	$31.6M	Hold	81,209	–	–	4.06%	3
2019 Q3	$31.7M	Sell	81,209 -75	-0.1%	-$28.2K	4.27%	3
2019 Q2	$29.6M	Hold	81,284	–	–	3.99%	4
2019 Q1	$24.4M	Hold	81,284	–	–	3.45%	7
2018 Q4	$21.3M	Hold	81,284	–	–	3.38%	7
2018 Q3	$28.1M	Hold	81,284	–	–	3.67%	5
2018 Q2	$24M	Sell	81,284 -50	-0.1%	-$16.1K	3.3%	7
2018 Q1	$27.5M	Sell	81,334 -4,000	-5%	-$1.36M	3.92%	7
2017 Q4	$27.4M	Hold	85,334	–	–	3.84%	4
2017 Q3	$26.5M	Sell	85,334 -100	-0.1%	-$29.8K	3.83%	4
2017 Q2	$23.7M	Sell	85,434 -100	-0.1%	-$27.5K	3.72%	3
2017 Q1	$22.9M	Hold	85,534	–	–	3.66%	5
2016 Q4	$21.4M	Hold	85,534	–	–	3.85%	6
2016 Q3	$20.5M	Sell	85,534 -1,000	-1%	-$250K	3.72%	5
2016 Q2	$21.5M	Hold	86,534	–	–	3.88%	3
2016 Q1	$19.2M	Sell	86,534 -50	-0.1%	-$10.8K	3.41%	7
2015 Q4	$18.8M	Hold	86,584	–	–	3.57%	3
2015 Q3	$17.9M	Hold	86,584	–	–	3.5%	2
2015 Q2	$16.1M	Hold	86,584	–	–	2.89%	6
2015 Q1	$17.6M	Sell	86,584 -1,600	-2%	-$316K	3.14%	4
2014 Q4	$17M	Hold	88,184	–	–	3.17%	5
2014 Q3	$16.1M	Buy	88,184 +85,034	+2,699%	+$14.5M	3.04%	5
2014 Q2	$506K	Sell	3,150 -85,134	-96%	-$13.8M	0.14%	84
2014 Q1	$14.4M	Buy	88,284 +84	+0.1%	+$13.2K	3.37%	5
2013 Q4	$13.1M	Hold	88,200	–	–	3.24%	9
2013 Q3	$11.3M	Hold	88,200	–	–	3.1%	10
2013 Q2	$9.57M	Buy	+88,200	New	+$9.01M	2.59%	14

Other funds holding LMT

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Atwood & Palmer's LMT Position: Q2 2026 in Review

Atwood & Palmer increased its Lockheed Martin (LMT) stake by 0.03% in Q2 2026, buying an estimated $9.73K and bringing the position to 67,995 shares worth $34.6M. The position accounts for 1.85% of the portfolio, ranked #21.

Atwood & Palmer first reported a position in LMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $41.1M in Q1 2026. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Atwood & Palmer held 67,995 shares of Lockheed Martin worth $34.6M as of Q2 2026.
Atwood & Palmer bought 18 Lockheed Martin shares in Q2 2026, an estimated $9.73K.
Lockheed Martin made up 1.85% of Atwood & Palmer's portfolio in Q2 2026, its #21 holding.
Atwood & Palmer first reported a position in Lockheed Martin in Q2 2013 and has held it in 53 quarters since.
Atwood & Palmer's Lockheed Martin position peaked at $41.1M in Q1 2026.
898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.