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Burns Matteson Capital Management’s Lockheed Martin LMT Stock Holding History

Burns Matteson Capital 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 		– Sell
-905
Closed -$547K – 223
2026
Q1 		$547K Buy
905
+23
+3% +$14.2K 0.2% 99
2025
Q4 		$427K Buy
882
+47
+6% +$22.5K 0.15% 125
2025
Q3 		$417K Buy
+835
New +$379K 0.16% 108
2025
Q1 		– Sell
-578
Closed -$281K – 193
2024
Q4 		$281K Buy
+578
New +$315K 0.16% 119
2024
Q3 		– Sell
-764
Closed -$357K – 183
2024
Q2 		$357K Sell
764
-91
-11% -$42.1K 0.22% 86
2024
Q1 		$389K Sell
855
-332
-28% -$146K 0.25% 103
2023
Q4 		$538K Sell
1,187
-4
-0.3% -$1.77K 0.38% 93
2023
Q3 		$487K Sell
1,191
-29
-2% -$12.9K 0.31% 97
2023
Q2 		$562K Buy
+1,220
New +$566K 0.35% 80
2021
Q4 		– Sell
-1,224
Closed -$422K – 147
2021
Q3 		$422K Buy
1,224
+280
+30% +$101K 0.32% 78
2021
Q2 		$357K Buy
+944
New +$363K 0.28% 82

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
New York State Teachers Retirement System (NYSTRS)
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
WG
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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Burns Matteson Capital Management's LMT Position: Q2 2026 in Review

Burns Matteson Capital Management sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 905 shares — an estimated $547K sold.

Burns Matteson Capital Management first reported a position in LMT in Q2 2021 and held it in 11 quarters. The position peaked at $562K in Q2 2023. 805 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Burns Matteson Capital Management reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Burns Matteson Capital Management sold 905 Lockheed Martin shares in Q2 2026, an estimated $547K.
  • Burns Matteson Capital Management first reported a position in Lockheed Martin in Q2 2021 and held it in 11 quarters.
  • Burns Matteson Capital Management's Lockheed Martin position peaked at $562K in Q2 2023.
  • 805 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.