Burney Company’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.19M | Sell |
16,066
-140
| -0.9% | -$75.7K | 0.22% | 72 |
|
|
2026
Q1 | $9.79M | Sell |
16,206
-3,186
| -16% | -$1.96M | 0.31% | 50 |
|
|
2025
Q4 | $9.38M | Sell |
19,392
-248
| -1% | -$119K | 0.29% | 77 |
|
|
2025
Q3 | $9.8M | Sell |
19,640
-535
| -3% | -$243K | 0.31% | 79 |
|
|
2025
Q2 | $9.34M | Sell |
20,175
-684
| -3% | -$320K | 0.32% | 77 |
|
|
2025
Q1 | $9.32M | Sell |
20,859
-3,112
| -13% | -$1.43M | 0.34% | 77 |
|
|
2024
Q4 | $11.6M | Sell |
23,971
-226
| -0.9% | -$123K | 0.41% | 63 |
|
|
2024
Q3 | $14.1M | Buy |
24,197
+261
| +1% | +$140K | 0.5% | 54 |
|
|
2024
Q2 | $11.2M | Sell |
23,936
-28
| -0.1% | -$12.9K | 0.43% | 63 |
|
|
2024
Q1 | $10.9M | Sell |
23,964
-737
| -3% | -$323K | 0.42% | 61 |
|
|
2023
Q4 | $11.2M | Sell |
24,701
-418
| -2% | -$185K | 0.47% | 51 |
|
|
2023
Q3 | $10.3M | Sell |
25,119
-59
| -0.2% | -$26.2K | 0.48% | 53 |
|
|
2023
Q2 | $11.6M | Buy |
25,178
+374
| +2% | +$174K | 0.53% | 48 |
|
|
2023
Q1 | $11.7M | Sell |
24,804
-70
| -0.3% | -$32.8K | 0.58% | 41 |
|
|
2022
Q4 | $12.1M | Sell |
24,874
-1,224
| -5% | -$569K | 0.61% | 36 |
|
|
2022
Q3 | $10.1M | Buy |
26,098
+494
| +2% | +$206K | 0.56% | 45 |
|
|
2022
Q2 | $11M | Buy |
25,604
+177
| +0.7% | +$77.7K | 0.58% | 42 |
|
|
2022
Q1 | $11.2M | Buy |
25,427
+1,320
| +5% | +$535K | 0.52% | 51 |
|
|
2021
Q4 | $8.57M | Sell |
24,107
-13,590
| -36% | -$4.7M | 0.37% | 79 |
|
|
2021
Q3 | $13M | Buy |
37,697
+1,579
| +4% | +$571K | 0.61% | 37 |
|
|
2021
Q2 | $13.7M | Buy |
36,118
+7,477
| +26% | +$2.87M | 0.64% | 36 |
|
|
2021
Q1 | $10.6M | Buy |
28,641
+2,033
| +8% | +$697K | 0.52% | 58 |
|
|
2020
Q4 | $9.45M | Buy |
26,608
+2,380
| +10% | +$875K | 0.52% | 56 |
|
|
2020
Q3 | $9.29M | Buy |
24,228
+4,567
| +23% | +$1.74M | 0.58% | 42 |
|
|
2020
Q2 | $7.17M | Sell |
19,661
-1,212
| -6% | -$458K | 0.47% | 59 |
|
|
2020
Q1 | $7.08M | Sell |
20,873
-321
| -2% | -$126K | 0.54% | 49 |
|
|
2019
Q4 | $8.25M | Buy |
21,194
+533
| +3% | +$205K | 0.45% | 72 |
|
|
2019
Q3 | $8.06M | Sell |
20,661
-1,322
| -6% | -$497K | 0.48% | 70 |
|
|
2019
Q2 | $7.99M | Sell |
21,983
-2,135
| -9% | -$714K | 0.48% | 66 |
|
|
2019
Q1 | $7.24M | Sell |
24,118
-2,378
| -9% | -$697K | 0.45% | 73 |
|
|
2018
Q4 | $6.94M | Buy |
26,496
+2,417
| +10% | +$733K | 0.49% | 62 |
|
|
2018
Q3 | $8.33M | Sell |
24,079
-3,418
| -12% | -$1.1M | 0.5% | 57 |
|
|
2018
Q2 | $8.12M | Buy |
27,497
+4,011
| +17% | +$1.29M | 0.48% | 65 |
|
|
2018
Q1 | $7.94M | Sell |
23,486
-4,951
| -17% | -$1.69M | 0.49% | 63 |
|
|
2017
Q4 | $9.13M | Buy |
28,437
+4,582
| +19% | +$1.44M | 0.52% | 63 |
|
|
2017
Q3 | $7.37M | Sell |
23,855
-474
| -2% | -$141K | 0.48% | 68 |
|
|
2017
Q2 | $6.73M | Sell |
24,329
-248
| -1% | -$68.1K | 0.44% | 75 |
|
|
2017
Q1 | $6.58M | Sell |
24,577
-286
| -1% | -$74.9K | 0.43% | 78 |
|
|
2016
Q4 | $6.21M | Sell |
24,863
-59
| -0.2% | -$14.7K | 0.42% | 82 |
|
|
2016
Q3 | $6.12M | Sell |
24,922
-84
| -0.3% | -$21K | 0.43% | 81 |
|
|
2016
Q2 | $6.21M | Sell |
25,006
-129
| -0.5% | -$30.4K | 0.45% | 80 |
|
|
2016
Q1 | $5.57M | Sell |
25,135
-1,226
| -5% | -$264K | 0.41% | 85 |
|
|
2015
Q4 | $5.76M | Buy |
26,361
+890
| +3% | +$193K | 0.43% | 78 |
|
|
2015
Q3 | $5.28M | Sell |
25,471
-541
| -2% | -$110K | 0.41% | 84 |
|
|
2015
Q2 | $4.84M | Sell |
26,012
-1,369
| -5% | -$264K | 0.33% | 91 |
|
|
2015
Q1 | $5.56M | Buy |
27,381
+2,730
| +11% | +$539K | 0.38% | 84 |
|
|
2014
Q4 | $4.75M | Buy |
24,651
+330
| +1% | +$61.2K | 0.38% | 88 |
|
|
2014
Q3 | $4.45M | Sell |
24,321
-217
| -0.9% | -$36.9K | 0.38% | 90 |
|
|
2014
Q2 | $3.94M | Buy |
24,538
+262
| +1% | +$42.6K | 0.34% | 93 |
|
|
2014
Q1 | $3.96M | Sell |
24,276
-498
| -2% | -$78.2K | 0.36% | 91 |
|
|
2013
Q4 | $3.68M | Sell |
24,774
-213
| -0.9% | -$28.9K | 0.36% | 88 |
|
|
2013
Q3 | $3.19M | Sell |
24,987
-1,078
| -4% | -$131K | 0.36% | 83 |
|
|
2013
Q2 | $2.83M | Buy |
+26,065
| New | +$2.66M | 0.35% | 85 |
|
Other funds holding LMT
Burney Company's LMT Position: Q2 2026 in Review
Burney Company reduced its Lockheed Martin (LMT) stake by 0.86% in Q2 2026, selling an estimated $75.7K and leaving 16,066 shares worth $8.19M. The position accounts for 0.22% of the portfolio, ranked #72.
Burney Company first reported a position in LMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $14.1M in Q3 2024. 2,769 funds tracked by Wall St. Rank hold LMT as of Q2 2026.
- Burney Company held 16,066 shares of Lockheed Martin worth $8.19M as of Q2 2026.
- Burney Company sold 140 Lockheed Martin shares in Q2 2026, an estimated $75.7K.
- Lockheed Martin made up 0.22% of Burney Company's portfolio in Q2 2026, its #72 holding.
- Burney Company first reported a position in Lockheed Martin in Q2 2013 and has held it in 53 quarters since.
- Burney Company's Lockheed Martin position peaked at $14.1M in Q3 2024.
- 2,769 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.
Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.