Burton Enright Welch’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
$238K Buy
468
+23
+5% +$12.4K 0.03% 128
2026
Q1
$269K Buy
445
+1
+0.2% +$616 0.04% 118
2025
Q4
$215K Buy
+444
New +$212K 0.03% 122
2024
Q4
Sell
-368
Closed -$215K 99
2024
Q3
$215K Buy
+368
New +$198K 0.05% 91

Other funds holding LMT

Burton Enright Welch's LMT Position: Q2 2026 in Review

Burton Enright Welch increased its Lockheed Martin (LMT) stake by 5.2% in Q2 2026, buying an estimated $12.4K and bringing the position to 468 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #128.

Burton Enright Welch first reported a position in LMT in Q3 2024 and has held it in 4 quarters since. The position peaked at $269K in Q1 2026. 2,768 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Burton Enright Welch held 468 shares of Lockheed Martin worth $238K as of Q2 2026.
  • Burton Enright Welch bought 23 Lockheed Martin shares in Q2 2026, an estimated $12.4K.
  • Lockheed Martin made up 0.03% of Burton Enright Welch's portfolio in Q2 2026, its #128 holding.
  • Burton Enright Welch first reported a position in Lockheed Martin in Q3 2024 and has held it in 4 quarters since.
  • Burton Enright Welch's Lockheed Martin position peaked at $269K in Q1 2026.
  • 2,768 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.