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Chesley Taft & Associates’s Lockheed Martin LMT Stock Holding History

Chesley Taft & Associates’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 		$1.22M Buy
2,391
+15
+0.6% +$8.11K 0.05% 202
2026
Q1 		$1.44M Buy
2,376
+23
+1% +$14.2K 0.06% 188
2025
Q4 		$1.14M Buy
2,353
+4
+0.2% +$1.91K 0.04% 204
2025
Q3 		$1.17M Sell
2,349
-11
-0.5% -$4.99K 0.05% 192
2025
Q2 		$1.09M Buy
2,360
+123
+5% +$57.6K 0.05% 202
2025
Q1 		$999K Buy
2,237
+107
+5% +$49.3K 0.05% 202
2024
Q4 		$1.04M Buy
2,130
+44
+2% +$24K 0.05% 197
2024
Q3 		$1.22M Buy
2,086
+7
+0.3% +$3.76K 0.06% 181
2024
Q2 		$971K Buy
2,079
+78
+4% +$36K 0.05% 190
2024
Q1 		$910K Buy
2,001
+100
+5% +$43.8K 0.05% 200
2023
Q4 		$862K Sell
1,901
-285
-13% -$126K 0.05% 196
2023
Q3 		$894K Sell
2,186
-30
-1% -$13.3K 0.06% 184
2023
Q2 		$1.02M Hold
2,216
– – 0.06% 176
2023
Q1 		$1.05M Buy
2,216
+80
+4% +$37.5K 0.07% 171
2022
Q4 		$1.04M Buy
2,136
+89
+4% +$41.4K 0.07% 168
2022
Q3 		$791K Buy
2,047
+60
+3% +$25.1K 0.06% 181
2022
Q2 		$854K Hold
1,987
– – 0.06% 181
2022
Q1 		$929K Buy
1,987
+330
+20% +$134K 0.05% 187
2021
Q4 		$589K Sell
1,657
-73
-4% -$25.2K 0.03% 218
2021
Q3 		$597K Sell
1,730
-10
-0.6% -$3.62K 0.03% 216
2021
Q2 		$658K Sell
1,740
-50
-3% -$19.2K 0.04% 208
2021
Q1 		$678K Sell
1,790
-755
-30% -$259K 0.04% 199
2020
Q4 		$903K Sell
2,545
-1,004
-28% -$369K 0.06% 175
2020
Q3 		$1.36M Sell
3,549
-455
-11% -$174K 0.1% 140
2020
Q2 		$1.46M Sell
4,004
-35
-0.9% -$13.2K 0.11% 135
2020
Q1 		$1.37M Sell
4,039
-664
-14% -$261K 0.12% 122
2019
Q4 		$1.83M Buy
4,703
+207
+5% +$79.4K 0.13% 126
2019
Q3 		$1.75M Buy
4,496
+26
+0.6% +$9.78K 0.14% 125
2019
Q2 		$1.63M Buy
4,470
+532
+14% +$178K 0.13% 129
2019
Q1 		$1.18M Sell
3,938
-60
-2% -$17.6K 0.1% 144
2018
Q4 		$1.05M Sell
3,998
-319
-7% -$96.8K 0.1% 147
2018
Q3 		$1.49M Sell
4,317
-265
-6% -$85.5K 0.12% 133
2018
Q2 		$1.35M Sell
4,582
-279
-6% -$90K 0.12% 141
2018
Q1 		$1.64M Sell
4,861
-369
-7% -$126K 0.15% 128
2017
Q4 		$1.68M Sell
5,230
-25
-0.5% -$7.88K 0.14% 135
2017
Q3 		$1.63M Buy
5,255
+25
+0.5% +$7.46K 0.14% 136
2017
Q2 		$1.45M Buy
5,230
+5
+0.1% +$1.37K 0.13% 137
2017
Q1 		$1.4M Hold
5,225
– – 0.13% 138
2016
Q4 		$1.31M Sell
5,225
-5
-0.1% -$1.25K 0.13% 134
2016
Q3 		$1.25M Sell
5,230
-40
-0.8% -$10K 0.13% 130
2016
Q2 		$1.31M Sell
5,270
-140
-3% -$33K 0.13% 130
2016
Q1 		$1.2M Hold
5,410
– – 0.13% 132
2015
Q4 		$1.18M Sell
5,410
-200
-4% -$43.4K 0.12% 131
2015
Q3 		$1.16M Hold
5,610
– – 0.13% 124
2015
Q2 		$1.04M Buy
5,610
+125
+2% +$24.1K 0.11% 133
2015
Q1 		$1.11M Sell
5,485
-25
-0.5% -$4.94K 0.11% 129
2014
Q4 		$1.06M Buy
5,510
+100
+2% +$18.6K 0.11% 137
2014
Q3 		$989K Buy
5,410
+25
+0.5% +$4.26K 0.1% 135
2014
Q2 		$866K Sell
5,385
-710
-12% -$115K 0.09% 151
2014
Q1 		$995K Sell
6,095
-135
-2% -$21.2K 0.11% 138
2013
Q4 		$926K Buy
6,230
+240
+4% +$32.6K 0.09% 164
2013
Q3 		$764K Sell
5,990
-675
-10% -$81.9K 0.08% 171
2013
Q2 		$723K Buy
+6,665
New +$681K 0.08% 172

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

Chesley Taft & Associates's LMT Position: Q2 2026 in Review

Chesley Taft & Associates increased its Lockheed Martin (LMT) stake by 0.63% in Q2 2026, buying an estimated $8.11K and bringing the position to 2,391 shares worth $1.22M. The position accounts for 0.05% of the portfolio, ranked #202.

Chesley Taft & Associates first reported a position in LMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.83M in Q4 2019. 991 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Chesley Taft & Associates held 2,391 shares of Lockheed Martin worth $1.22M as of Q2 2026.
  • Chesley Taft & Associates bought 15 Lockheed Martin shares in Q2 2026, an estimated $8.11K.
  • Lockheed Martin made up 0.05% of Chesley Taft & Associates's portfolio in Q2 2026, its #202 holding.
  • Chesley Taft & Associates first reported a position in Lockheed Martin in Q2 2013 and has held it in 53 quarters since.
  • Chesley Taft & Associates's Lockheed Martin position peaked at $1.83M in Q4 2019.
  • 991 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.