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Chicago Capital’s Lockheed Martin LMT Stock Holding History

Chicago Capital’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 		$745K Sell
1,462
-173
-11% -$93.5K 0.02% 236
2026
Q1 		$988K Sell
1,635
-295
-15% -$182K 0.03% 200
2025
Q4 		$934K Sell
1,930
-178
-8% -$85.2K 0.02% 204
2025
Q3 		$1.05M Sell
2,108
-103
-5% -$46.7K 0.03% 185
2025
Q2 		$1.02M Buy
2,211
+37
+2% +$17.3K 0.03% 184
2025
Q1 		$971K Buy
2,174
+505
+30% +$232K 0.03% 177
2024
Q4 		$811K Sell
1,669
-31
-2% -$16.9K 0.02% 184
2024
Q3 		$994K Sell
1,700
-71
-4% -$38.1K 0.03% 167
2024
Q2 		$827K Buy
1,771
+185
+12% +$85.5K 0.02% 183
2024
Q1 		$721K Hold
1,586
– – 0.02% 188
2023
Q4 		$719K Sell
1,586
-9
-0.6% -$3.99K 0.03% 174
2023
Q3 		$652K Buy
1,595
+180
+13% +$79.9K 0.03% 135
2023
Q2 		$651K Hold
1,415
– – 0.03% 138
2023
Q1 		$669K Hold
1,415
– – 0.03% 133
2022
Q4 		$688K Hold
1,415
– – 0.04% 137
2022
Q3 		$547K Hold
1,415
– – 0.03% 152
2022
Q2 		$608K Hold
1,415
– – 0.03% 145
2022
Q1 		$625K Hold
1,415
– – 0.03% 158
2021
Q4 		$503K Buy
1,415
+55
+4% +$19K 0.02% 182
2021
Q3 		$469K Buy
1,360
+50
+4% +$18.1K 0.02% 181
2021
Q2 		$496K Buy
1,310
+124
+10% +$47.7K 0.02% 181
2021
Q1 		$438K Hold
1,186
– – 0.02% 183
2020
Q4 		$421K Hold
1,186
– – 0.02% 177
2020
Q3 		$455K Sell
1,186
-1,338
-53% -$511K 0.02% 159
2020
Q2 		$921K Buy
2,524
+1,338
+113% +$505K 0.05% 111
2020
Q1 		$402K Sell
1,186
-100
-8% -$39.3K 0.03% 149
2019
Q4 		$501K Hold
1,286
– – 0.03% 161
2019
Q3 		$502K Hold
1,286
– – 0.03% 156
2019
Q2 		$468K Sell
1,286
-370
-22% -$124K 0.03% 164
2019
Q1 		$497K Sell
1,656
-175
-10% -$51.3K 0.03% 146
2018
Q4 		$479K Hold
1,831
– – 0.04% 145
2018
Q3 		$633K Buy
1,831
+611
+50% +$197K 0.04% 129
2018
Q2 		$360K Hold
1,220
– – 0.03% 177
2018
Q1 		$412K Buy
+1,220
New +$415K 0.06% 115

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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 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

Chicago Capital's LMT Position: Q2 2026 in Review

Chicago Capital reduced its Lockheed Martin (LMT) stake by 11% in Q2 2026, selling an estimated $93.5K and leaving 1,462 shares worth $745K. The position accounts for 0.02% of the portfolio, ranked #236.

Chicago Capital first reported a position in LMT in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.05M in Q3 2025. 1,088 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Chicago Capital held 1,462 shares of Lockheed Martin worth $745K as of Q2 2026.
  • Chicago Capital sold 173 Lockheed Martin shares in Q2 2026, an estimated $93.5K.
  • Lockheed Martin made up 0.02% of Chicago Capital's portfolio in Q2 2026, its #236 holding.
  • Chicago Capital first reported a position in Lockheed Martin in Q1 2018 and has held it in 34 quarters since.
  • Chicago Capital's Lockheed Martin position peaked at $1.05M in Q3 2025.
  • 1,088 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Chicago Capital's 13F filing for Q2 2026, filed 28 Jul 2026.