DJSG
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D.J. St. Germain’s Lockheed Martin LMT Stock Holding History

D.J. St. Germain’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 		$1.81M Sell
3,560
-181
-5% -$97.9K 0.07% 146
2026
Q1 		$2.26M Buy
3,741
+10
+0.3% +$6.16K 0.09% 127
2025
Q4 		$1.8M Sell
3,731
-42
-1% -$20.1K 0.07% 141
2025
Q3 		$1.88M Sell
3,773
-146
-4% -$66.2K 0.08% 137
2025
Q2 		$1.82M Buy
3,919
+908
+30% +$425K 0.08% 133
2025
Q1 		$1.35M Sell
3,011
-184
-6% -$84.7K 0.06% 145
2024
Q4 		$1.55M Hold
3,195
– – 0.07% 147
2024
Q3 		$1.87M Sell
3,195
-50
-2% -$26.8K 0.09% 134
2024
Q2 		$1.52M Buy
3,245
+355
+12% +$164K 0.07% 139
2024
Q1 		$1.31M Sell
2,890
-10
-0.3% -$4.38K 0.06% 145
2023
Q4 		$1.31M Buy
2,900
+64
+2% +$28.4K 0.07% 139
2023
Q3 		$1.16M Hold
2,836
– – 0.07% 141
2023
Q2 		$1.31M Buy
+2,836
New +$1.32M 0.07% 138
2022
Q4 		$402K Buy
3,324
+818
+33% +$380K 0.14% 78
2022
Q3 		$1.08M Hold
2,506
– – 0.07% 126
2022
Q2 		$1.08M Hold
2,506
– – 0.07% 126
2022
Q1 		$1.11M Hold
2,506
– – 0.06% 131
2021
Q4 		$891K Buy
2,506
+741
+42% +$256K 0.05% 138
2021
Q3 		$609K Hold
1,765
– – 0.04% 153
2021
Q2 		$668K Hold
1,765
– – 0.04% 146
2021
Q1 		$652K Sell
1,765
-3
-0.2% -$1.03K 0.04% 139
2020
Q4 		$628K Sell
1,768
-88
-5% -$32.3K 0.04% 135
2020
Q3 		$711K Buy
1,856
+5
+0.3% +$1.91K 0.06% 117
2020
Q2 		$675K Sell
1,851
-130
-7% -$49.1K 0.06% 121
2020
Q1 		$671K Buy
1,981
+9
+0.5% +$3.54K 0.07% 125
2019
Q4 		$768K Buy
1,972
+287
+17% +$110K 0.06% 126
2019
Q3 		$657K Hold
1,685
– – 0.07% 110
2019
Q2 		$613K Hold
1,685
– – 0.07% 109
2019
Q1 		$506K Hold
1,685
– – 0.06% 117
2018
Q4 		$441K Hold
1,685
– – 0.05% 121
2018
Q3 		$583K Hold
1,685
– – 0.07% 109
2018
Q2 		$498K Hold
1,685
– – 0.06% 109
2018
Q1 		$569K Hold
1,685
– – 0.07% 97
2017
Q4 		$541K Sell
1,685
-5
-0.3% -$1.58K 0.06% 97
2017
Q3 		$524K Hold
1,690
– – 0.07% 96
2017
Q2 		$469K Hold
1,690
– – 0.06% 101
2017
Q1 		$452K Buy
1,690
+9
+0.5% +$2.36K 0.06% 104
2016
Q4 		$420K Hold
1,681
– – 0.06% 107
2016
Q3 		$403K Sell
1,681
-5
-0.3% -$1.25K 0.06% 108
2016
Q2 		$418K Hold
1,686
– – 0.06% 111
2016
Q1 		$373K Hold
1,686
– – 0.05% 116
2015
Q4 		$366K Buy
1,686
+10
+0.6% +$2.17K 0.06% 108
2015
Q3 		$347K Hold
1,676
– – 0.06% 81
2015
Q2 		$312K Hold
1,676
– – 0.05% 85
2015
Q1 		$340K Hold
1,676
– – 0.05% 81
2014
Q4 		$323K Hold
1,676
– – 0.05% 84
2014
Q3 		$306K Buy
1,676
+376
+29% +$64K 0.05% 87
2014
Q2 		$209K Hold
1,300
– – 0.03% 101
2014
Q1 		$212K Buy
+1,300
New +$204K 0.03% 95

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

D.J. St. Germain's LMT Position: Q2 2026 in Review

D.J. St. Germain reduced its Lockheed Martin (LMT) stake by 4.8% in Q2 2026, selling an estimated $97.9K and leaving 3,560 shares worth $1.81M. The position accounts for 0.07% of the portfolio, ranked #146.

D.J. St. Germain first reported a position in LMT in Q1 2014 and has held it in 49 quarters since. The position peaked at $2.26M in Q1 2026. 991 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • D.J. St. Germain held 3,560 shares of Lockheed Martin worth $1.81M as of Q2 2026.
  • D.J. St. Germain sold 181 Lockheed Martin shares in Q2 2026, an estimated $97.9K.
  • Lockheed Martin made up 0.07% of D.J. St. Germain's portfolio in Q2 2026, its #146 holding.
  • D.J. St. Germain first reported a position in Lockheed Martin in Q1 2014 and has held it in 49 quarters since.
  • D.J. St. Germain's Lockheed Martin position peaked at $2.26M in Q1 2026.
  • 991 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.