CHJWM
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Carlton Hofferkamp & Jenks Wealth Management’s Lockheed Martin LMT Stock Holding History

Carlton Hofferkamp & Jenks Wealth 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 		$1.6M Sell
3,112
-53
-2% -$28.7K 0.52% 43
2026
Q1 		$1.62M Sell
3,165
-11
-0.3% -$6.78K 0.54% 40
2025
Q4 		$1.54M Sell
3,176
-164
-5% -$78.5K 0.51% 39
2025
Q3 		$1.63M Sell
3,340
-11
-0.3% -$4.99K 0.55% 38
2025
Q2 		$1.4M Sell
3,351
-19
-0.6% -$8.89K 0.51% 43
2025
Q1 		$1.61M Sell
3,370
-14
-0.4% -$6.44K 0.66% 36
2024
Q4 		$1.52M Sell
3,384
-50
-1% -$27.3K 0.56% 40
2024
Q3 		$1.87M Sell
3,434
-54
-2% -$29K 0.71% 35
2024
Q2 		$1.88M Sell
3,488
-10
-0.3% -$4.62K 0.73% 35
2024
Q1 		$1.63M Buy
3,498
+42
+1% +$18.4K 0.68% 37
2023
Q4 		$1.49M Buy
3,456
+15
+0.4% +$6.65K 0.62% 40
2023
Q3 		$1.54M Buy
3,441
+29
+0.8% +$12.9K 0.72% 33
2023
Q2 		$1.52M Sell
3,412
-30
-0.9% -$13.9K 0.67% 35
2023
Q1 		$1.56M Sell
3,442
-70
-2% -$32.8K 0.71% 34
2022
Q4 		$1.61M Hold
3,512
– – 0.71% 35
2022
Q3 		$1.6M Hold
3,512
– – 0.75% 35
2022
Q2 		$1.48M Buy
3,512
+44
+1% +$19.3K 0.68% 40
2022
Q1 		$1.6M Sell
3,468
-27
-0.8% -$10.9K 0.66% 43
2021
Q4 		$1.35M Buy
3,495
+14
+0.4% +$4.84K 0.57% 47
2021
Q3 		$1.19M Buy
3,481
+67
+2% +$24.2K 0.48% 56
2021
Q2 		$1.29M Buy
3,414
+34
+1% +$13.1K 0.55% 48
2021
Q1 		$1.26M Sell
3,380
-103
-3% -$35.3K 0.56% 47
2020
Q4 		$1.19M Sell
3,483
-43
-1% -$15.8K 0.59% 44
2020
Q3 		$1.3M Sell
3,526
-30
-0.8% -$11.4K 0.68% 39
2020
Q2 		$1.38M Sell
3,556
-124
-3% -$46.8K 0.79% 35
2020
Q1 		$1.43M Buy
3,680
+126
+4% +$49.6K 0.88% 31
2019
Q4 		$1.54M Buy
3,554
+257
+8% +$98.6K 0.87% 34
2019
Q3 		$1.27M Sell
3,297
-125
-4% -$47K 0.78% 35
2019
Q2 		$1.23M Buy
3,422
+1
+0% +$335 0.74% 36
2019
Q1 		$1.03M Buy
3,421
+40
+1% +$11.7K 0.64% 44
2018
Q4 		$885K Buy
3,381
+92
+3% +$27.9K 0.63% 42
2018
Q3 		$1.14M Hold
3,289
– – 0.7% 40
2018
Q2 		$983K Buy
3,289
+26
+0.8% +$8.39K 0.63% 43
2018
Q1 		$1.09M Sell
3,263
-155
-5% -$52.8K 0.73% 40
2017
Q4 		$1.1M Buy
3,418
+15
+0.4% +$4.73K 0.69% 42
2017
Q3 		$1.05M Buy
3,403
+17
+0.5% +$5.07K 0.67% 43
2017
Q2 		$939K Buy
3,386
+150
+5% +$41.2K 0.64% 44
2017
Q1 		$865K Buy
3,236
+20
+0.6% +$5.24K 0.6% 45
2016
Q4 		$803K Buy
3,216
+1,625
+102% +$406K 0.58% 47
2016
Q3 		$381K Buy
1,591
+305
+24% +$76.3K 0.3% 65
2016
Q2 		$319K Buy
+1,286
New +$303K 0.25% 69

Other funds holding LMT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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

Carlton Hofferkamp & Jenks Wealth Management's LMT Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management reduced its Lockheed Martin (LMT) stake by 1.7% in Q2 2026, selling an estimated $28.7K and leaving 3,112 shares worth $1.6M. The position accounts for 0.52% of the portfolio, ranked #43.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in LMT in Q2 2016 and has held it in 41 quarters since. The position peaked at $1.88M in Q2 2024. 1,055 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Carlton Hofferkamp & Jenks Wealth Management held 3,112 shares of Lockheed Martin worth $1.6M as of Q2 2026.
  • Carlton Hofferkamp & Jenks Wealth Management sold 53 Lockheed Martin shares in Q2 2026, an estimated $28.7K.
  • Lockheed Martin made up 0.52% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in Lockheed Martin in Q2 2016 and has held it in 41 quarters since.
  • Carlton Hofferkamp & Jenks Wealth Management's Lockheed Martin position peaked at $1.88M in Q2 2024.
  • 1,055 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.