Cullen Investment Group’s Lockheed Martin LMT Stock Holding History

Cullen Investment Group’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	$404K	Sell	794 -64	-7%	-$34.6K	0.05%	146
2026 Q1	$519K	Buy	858 +2	+0.2%	+$1.23K	0.07%	130
2025 Q4	$465K	Buy	856 +2	+0.2%	+$957	0.06%	134
2025 Q3	$431K	Sell	854 -31	-4%	-$14.1K	0.06%	138
2025 Q2	$410K	Sell	885 -32	-3%	-$15K	0.06%	142
2025 Q1	$410K	Sell	917 -14	-2%	-$6.44K	0.06%	142
2024 Q4	$452K	Buy	931 +7	+0.8%	+$3.82K	0.07%	142
2024 Q3	$540K	Buy	924 +68	+8%	+$36.5K	0.08%	136
2024 Q2	$400K	Buy	856 +3	+0.4%	+$1.39K	0.06%	140
2024 Q1	$387K	Buy	853 +4	+0.5%	+$1.75K	0.06%	145
2023 Q4	$385K	Buy	+849	New	+$376K	0.07%	143

Other funds holding LMT

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Cullen Investment Group's LMT Position: Q2 2026 in Review

Cullen Investment Group reduced its Lockheed Martin (LMT) stake by 7.5% in Q2 2026, selling an estimated $34.6K and leaving 794 shares worth $404K. The position accounts for 0.05% of the portfolio, ranked #146.

Cullen Investment Group first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $540K in Q3 2024. 776 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Cullen Investment Group held 794 shares of Lockheed Martin worth $404K as of Q2 2026.
Cullen Investment Group sold 64 Lockheed Martin shares in Q2 2026, an estimated $34.6K.
Lockheed Martin made up 0.05% of Cullen Investment Group's portfolio in Q2 2026, its #146 holding.
Cullen Investment Group first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
Cullen Investment Group's Lockheed Martin position peaked at $540K in Q3 2024.
776 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Cullen Investment Group's 13F filing for Q2 2026, filed 9 Jul 2026.