Aull & Monroe Investment Management’s Lockheed Martin LMT Stock Holding History

Aull & Monroe Investment 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	$1.86M	Buy	3,660 +74	+2%	+$40K	0.78%	40
2026 Q1	$2.17M	Buy	3,586 +156	+5%	+$96.1K	1.01%	34
2025 Q4	$1.66M	Hold	3,430	–	–	0.83%	41
2025 Q3	$1.71M	Buy	3,430 +276	+9%	+$125K	0.87%	38
2025 Q2	$1.46M	Sell	3,154 -30	-0.9%	-$14K	0.78%	43
2025 Q1	$1.42M	Hold	3,184	–	–	0.71%	45
2024 Q4	$1.55M	Sell	3,184 -200	-6%	-$109K	0.79%	45
2024 Q3	$1.98M	Sell	3,384 -100	-3%	-$53.7K	0.92%	38
2024 Q2	$1.63M	Buy	3,484 +10	+0.3%	+$4.62K	0.8%	46
2024 Q1	$1.58M	Hold	3,474	–	–	0.72%	47
2023 Q4	$1.57M	Sell	3,474 -28	-0.8%	-$12.4K	0.78%	45
2023 Q3	$1.43M	Hold	3,502	–	–	0.75%	47
2023 Q2	$1.61M	Hold	3,502	–	–	0.81%	45
2023 Q1	$1.66M	Hold	3,502	–	–	0.84%	43
2022 Q4	$1.7M	Hold	3,502	–	–	0.85%	42
2022 Q3	$1.35M	Hold	3,502	–	–	0.74%	47
2022 Q2	$1.51M	Sell	3,502 -100	-3%	-$43.9K	0.76%	45
2022 Q1	$1.59M	Hold	3,602	–	–	0.72%	48
2021 Q4	$1.28M	Sell	3,602 -62	-2%	-$21.4K	0.57%	54
2021 Q3	$1.26M	Hold	3,664	–	–	0.62%	52
2021 Q2	$1.39M	Hold	3,664	–	–	0.66%	52
2021 Q1	$1.35M	Buy	3,664 +725	+25%	+$249K	0.66%	52
2020 Q4	$1.04M	Hold	2,939	–	–	0.56%	56
2020 Q3	$1.13M	Hold	2,939	–	–	0.66%	48
2020 Q2	$1.07M	Sell	2,939 -150	-5%	-$56.7K	0.66%	47
2020 Q1	$1.05M	Hold	3,089	–	–	0.7%	44
2019 Q4	$1.2M	Hold	3,089	–	–	0.61%	52
2019 Q3	$1.21M	Hold	3,089	–	–	0.64%	50
2019 Q2	$1.12M	Sell	3,089 -100	-3%	-$33.5K	0.6%	53
2019 Q1	$957K	Sell	3,189 -100	-3%	-$29.3K	0.51%	62
2018 Q4	$861K	Sell	3,289 -390	-11%	-$118K	0.49%	62
2018 Q3	$1.27M	Buy	3,679 +65	+2%	+$21K	0.61%	53
2018 Q2	$1.07M	Hold	3,614	–	–	0.55%	61
2018 Q1	$1.22M	Buy	3,614 +100	+3%	+$34K	0.64%	52
2017 Q4	$1.13M	Sell	3,514 -100	-3%	-$31.5K	0.57%	57
2017 Q3	$1.12M	Buy	3,614 +62	+2%	+$18.5K	0.58%	55
2017 Q2	$986K	Hold	3,552	–	–	0.53%	64
2017 Q1	$951K	Sell	3,552 -60	-2%	-$15.7K	0.51%	67
2016 Q4	$903K	Hold	3,612	–	–	0.51%	67
2016 Q3	$866K	Hold	3,612	–	–	0.5%	69
2016 Q2	$896K	Sell	3,612 -224	-6%	-$52.8K	0.52%	64
2016 Q1	$850K	Hold	3,836	–	–	0.51%	68
2015 Q4	$833K	Hold	3,836	–	–	0.52%	63
2015 Q3	$796K	Sell	3,836 -68	-2%	-$13.8K	0.52%	67
2015 Q2	$798K	Sell	3,904 -144	-4%	-$27.7K	0.47%	71
2015 Q1	$822K	Sell	4,048 -100	-2%	-$19.7K	0.46%	72
2014 Q4	$799K	Sell	4,148 -300	-7%	-$55.7K	0.43%	71
2014 Q3	$813K	Buy	4,448 +398	+10%	+$67.7K	0.43%	71
2014 Q2	$651K	Hold	4,050	–	–	0.35%	76
2014 Q1	$661K	Sell	4,050 -50	-1%	-$7.85K	0.38%	73
2013 Q4	$609K	Hold	4,100	–	–	0.36%	75
2013 Q3	$523K	Hold	4,100	–	–	0.34%	77
2013 Q2	$445K	Buy	+4,100	New	+$419K	0.3%	80

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

Aull & Monroe Investment Management's LMT Position: Q2 2026 in Review

Aull & Monroe Investment Management increased its Lockheed Martin (LMT) stake by 2.1% in Q2 2026, buying an estimated $40K and bringing the position to 3,660 shares worth $1.86M. The position accounts for 0.78% of the portfolio, ranked #40.

Aull & Monroe Investment Management first reported a position in LMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.17M in Q1 2026. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Aull & Monroe Investment Management held 3,660 shares of Lockheed Martin worth $1.86M as of Q2 2026.
Aull & Monroe Investment Management bought 74 Lockheed Martin shares in Q2 2026, an estimated $40K.
Lockheed Martin made up 0.78% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #40 holding.
Aull & Monroe Investment Management first reported a position in Lockheed Martin in Q2 2013 and has held it in 53 quarters since.
Aull & Monroe Investment Management's Lockheed Martin position peaked at $2.17M in Q1 2026.
898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.