CPC
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Congress Park Capital’s Lockheed Martin LMT Stock Holding History

Congress Park 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 		$250K Sell
490
-20
-4% -$10.8K 0.07% 116
2026
Q1 		$308K Sell
510
-225
-31% -$139K 0.09% 106
2025
Q4 		$355K Buy
735
+135
+23% +$64.6K 0.11% 98
2025
Q3 		$300K Buy
+600
New +$272K 0.09% 102
2025
Q1 		– Sell
-960
Closed -$467K – 111
2024
Q4 		$467K Buy
960
+50
+5% +$27.3K 0.17% 83
2024
Q3 		$532K Sell
910
-25
-3% -$13.4K 0.2% 82
2024
Q2 		$437K Hold
935
– – 0.18% 85
2024
Q1 		$425K Buy
935
+25
+3% +$11K 0.19% 83
2023
Q4 		$412K Buy
910
+250
+38% +$111K 0.2% 86
2023
Q3 		$270K Sell
660
-100
-13% -$44.4K 0.14% 102
2023
Q2 		$350K Sell
760
-100
-12% -$46.4K 0.17% 99
2023
Q1 		$407K Sell
860
-1,485
-63% -$696K 0.21% 88
2022
Q4 		$1.14M Buy
2,345
+485
+26% +$225K 0.67% 42
2022
Q3 		$718K Buy
1,860
+305
+20% +$127K 0.42% 54
2022
Q2 		$669K Buy
1,555
+100
+7% +$43.9K 0.41% 62
2022
Q1 		$642K Hold
1,455
– – 0.32% 71
2021
Q4 		$517K Buy
1,455
+100
+7% +$34.6K 0.25% 80
2021
Q3 		$468K Sell
1,355
-240
-15% -$86.9K 0.24% 83
2021
Q2 		$603K Sell
1,595
-60
-4% -$23.1K 0.3% 70
2021
Q1 		$612K Sell
1,655
-100
-6% -$34.3K 0.34% 69
2020
Q4 		$623K Sell
1,755
-75
-4% -$27.6K 0.37% 58
2020
Q3 		$701K Sell
1,830
-75
-4% -$28.6K 0.43% 50
2020
Q2 		$695K Sell
1,905
-1,255
-40% -$474K 0.53% 46
2020
Q1 		$1.07M Sell
3,160
-550
-15% -$216K 0.97% 29
2019
Q4 		$1.45M Hold
3,710
– – 1.07% 27
2019
Q3 		$1.45M Hold
3,710
– – 1.21% 24
2019
Q2 		$1.37M Buy
3,710
+305
+9% +$102K 1.08% 27
2019
Q1 		$1.02M Hold
3,405
– – 0.88% 37
2018
Q4 		$892K Hold
3,405
– – 0.98% 30
2018
Q3 		$1.18M Hold
3,405
– – 1.06% 28
2018
Q2 		$1.01M Hold
3,405
– – 0.96% 34
2018
Q1 		$1.15M Sell
3,405
-40
-1% -$13.6K 1.18% 26
2017
Q4 		$1.11M Buy
+3,445
New +$1.09M 1.11% 29

Other funds holding LMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Congress Park Capital's LMT Position: Q2 2026 in Review

Congress Park Capital reduced its Lockheed Martin (LMT) stake by 3.9% in Q2 2026, selling an estimated $10.8K and leaving 490 shares worth $250K. The position accounts for 0.07% of the portfolio, ranked #116.

Congress Park Capital first reported a position in LMT in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.45M in Q3 2019. 1,255 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Congress Park Capital held 490 shares of Lockheed Martin worth $250K as of Q2 2026.
  • Congress Park Capital sold 20 Lockheed Martin shares in Q2 2026, an estimated $10.8K.
  • Lockheed Martin made up 0.07% of Congress Park Capital's portfolio in Q2 2026, its #116 holding.
  • Congress Park Capital first reported a position in Lockheed Martin in Q4 2017 and has held it in 33 quarters since.
  • Congress Park Capital's Lockheed Martin position peaked at $1.45M in Q3 2019.
  • 1,255 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Congress Park Capital's 13F filing for Q2 2026, filed 14 Jul 2026.