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Butensky & Cohen Financial Security’s Lockheed Martin LMT Stock Holding History

Butensky & Cohen Financial Security’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 		$5.47M Buy
10,740
+244
+2% +$132K 1.35% 33
2026
Q1 		$6.34M Sell
10,496
-352
-3% -$217K 1.67% 15
2025
Q4 		$5.25M Buy
10,848
+74
+0.7% +$35.4K 1.42% 32
2025
Q3 		$5.38M Buy
10,774
+339
+3% +$154K 1.5% 27
2025
Q2 		$4.83M Buy
10,435
+161
+2% +$75.4K 1.44% 31
2025
Q1 		$4.59M Buy
10,274
+257
+3% +$118K 1.4% 32
2024
Q4 		$4.87M Buy
10,017
+168
+2% +$91.6K 1.53% 23
2024
Q3 		$5.76M Sell
9,849
-474
-5% -$254K 1.71% 6
2024
Q2 		$4.82M Buy
10,323
+124
+1% +$57.3K 1.53% 19
2024
Q1 		$4.64M Buy
10,199
+102
+1% +$44.7K 1.45% 30
2023
Q4 		$4.58M Buy
10,097
+77
+0.8% +$34.1K 1.52% 23
2023
Q3 		$4.1M Buy
10,020
+400
+4% +$177K 1.49% 28
2023
Q2 		$4.43M Sell
9,620
-431
-4% -$200K 1.59% 18
2023
Q1 		$4.75M Sell
10,051
-274
-3% -$128K 1.71% 7
2022
Q4 		$5.02M Sell
10,325
-234
-2% -$109K 1.85% 2
2022
Q3 		$4.08M Buy
10,559
+516
+5% +$215K 1.69% 11
2022
Q2 		$4.32M Sell
10,043
-542
-5% -$238K 1.77% 3
2022
Q1 		$4.67M Sell
10,585
-24
-0.2% -$9.73K 1.64% 9
2021
Q4 		$3.77M Buy
10,609
+322
+3% +$111K 1.35% 33
2021
Q3 		$3.55M Buy
10,287
+484
+5% +$175K 1.41% 31
2021
Q2 		$3.71M Buy
9,803
+286
+3% +$110K 1.47% 24
2021
Q1 		$3.52M Buy
9,517
+1,060
+13% +$364K 1.45% 28
2020
Q4 		$3M Buy
8,457
+807
+11% +$297K 1.36% 39
2020
Q3 		$2.93M Buy
7,650
+462
+6% +$176K 1.55% 13
2020
Q2 		$2.62M Buy
+7,188
New +$2.72M 1.49% 26
2016
Q1 		– Sell
-31
Closed -$7K – 164
2015
Q4 		$7K Hold
31
– – 0.01% 114
2015
Q3 		$6K Buy
+31
New +$6.31K 0.01% 113

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

Butensky & Cohen Financial Security's LMT Position: Q2 2026 in Review

Butensky & Cohen Financial Security increased its Lockheed Martin (LMT) stake by 2.3% in Q2 2026, buying an estimated $132K and bringing the position to 10,740 shares worth $5.47M. The position accounts for 1.35% of the portfolio, ranked #33.

Butensky & Cohen Financial Security first reported a position in LMT in Q3 2015 and has held it in 27 quarters since. The position peaked at $6.34M in Q1 2026. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Butensky & Cohen Financial Security held 10,740 shares of Lockheed Martin worth $5.47M as of Q2 2026.
  • Butensky & Cohen Financial Security bought 244 Lockheed Martin shares in Q2 2026, an estimated $132K.
  • Lockheed Martin made up 1.35% of Butensky & Cohen Financial Security's portfolio in Q2 2026, its #33 holding.
  • Butensky & Cohen Financial Security first reported a position in Lockheed Martin in Q3 2015 and has held it in 27 quarters since.
  • Butensky & Cohen Financial Security's Lockheed Martin position peaked at $6.34M in Q1 2026.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2026, filed 10 Jul 2026.