DT Investment Partners’s Lockheed Martin LMT Stock Holding History

DT Investment Partners’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	$448K	Sell	880 -13	-1%	-$7.03K	0.03%	107
2026 Q1	$540K	Hold	893	–	–	0.04%	97
2025 Q4	$432K	Hold	893	–	–	0.04%	102
2025 Q3	$446K	Hold	893	–	–	0.04%	102
2025 Q2	$414K	Hold	893	–	–	0.04%	111
2025 Q1	$399K	Hold	893	–	–	0.04%	116
2024 Q4	$434K	Sell	893 -75	-8%	-$40.9K	0.04%	113
2024 Q3	$566K	Buy	968 +24	+3%	+$12.9K	0.05%	108
2024 Q2	$441K	Buy	944 +75	+9%	+$34.7K	0.04%	107
2024 Q1	$395K	Hold	869	–	–	0.04%	103
2023 Q4	$375K	Buy	869 +119	+16%	+$52.7K	0.04%	106
2023 Q3	$307K	Hold	750	–	–	0.04%	105
2023 Q2	$338K	Hold	750	–	–	0.04%	110
2023 Q1	$352K	Buy	750 +13	+2%	+$6.1K	0.04%	111
2022 Q4	$359K	Hold	737	–	–	0.05%	108
2022 Q3	$285K	Hold	737	–	–	0.05%	106
2022 Q2	$317K	Hold	737	–	–	0.05%	127
2022 Q1	$325K	Hold	737	–	–	0.04%	133
2021 Q4	$262K	Hold	737	–	–	0.03%	118
2021 Q3	$254K	Sell	737 -737	-50%	-$267K	0.03%	132
2021 Q2	$558K	Hold	1,474	–	–	0.08%	95
2021 Q1	$545K	Buy	1,474 +370	+34%	+$127K	0.08%	97
2020 Q4	$392K	Hold	1,104	–	–	0.06%	97
2020 Q3	$423K	Sell	1,104 -376	-25%	-$143K	0.06%	87
2020 Q2	$540K	Hold	1,480	–	–	0.07%	82
2020 Q1	$502K	Sell	1,480 -144	-9%	-$56.6K	0.08%	87
2019 Q4	$632K	Buy	1,624 +982	+153%	+$377K	0.06%	105
2019 Q3	$250K	Hold	642	–	–	0.03%	67
2019 Q2	$233K	Buy	+642	New	+$215K	0.03%	68
2018 Q4	–	Sell	-642	Closed	-$222K	–	75
2018 Q3	$222K	Buy	+642	New	+$207K	0.03%	71
2018 Q2	–	Sell	-1,624	Closed	-$549K	–	82
2018 Q1	$549K	Hold	1,624	–	–	0.09%	61
2017 Q4	$521K	Hold	1,624	–	–	0.08%	58
2017 Q3	$504K	Buy	+1,624	New	+$485K	0.08%	56
2015 Q3	–	Sell	-1,857	Closed	-$345K	–	93
2015 Q2	$345K	Buy	+1,857	New	+$358K	0.09%	96

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

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

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

DT Investment Partners's LMT Position: Q2 2026 in Review

DT Investment Partners reduced its Lockheed Martin (LMT) stake by 1.5% in Q2 2026, selling an estimated $7.03K and leaving 880 shares worth $448K. The position accounts for 0.03% of the portfolio, ranked #107.

DT Investment Partners first reported a position in LMT in Q2 2015 and has held it in 34 quarters since. The position peaked at $632K in Q4 2019. 1,007 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

DT Investment Partners held 880 shares of Lockheed Martin worth $448K as of Q2 2026.
DT Investment Partners sold 13 Lockheed Martin shares in Q2 2026, an estimated $7.03K.
Lockheed Martin made up 0.03% of DT Investment Partners's portfolio in Q2 2026, its #107 holding.
DT Investment Partners first reported a position in Lockheed Martin in Q2 2015 and has held it in 34 quarters since.
DT Investment Partners's Lockheed Martin position peaked at $632K in Q4 2019.
1,007 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.