EPIQ Partners’s Lockheed Martin LMT Stock Holding History

EPIQ 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	$229K	Sell	450 -50	-10%	-$27K	0.1%	89
2026 Q1	$302K	Hold	500	–	–	0.14%	68
2025 Q4	$242K	Hold	500	–	–	0.11%	68
2025 Q3	$250K	Hold	500	–	–	0.12%	65
2025 Q2	$232K	Hold	500	–	–	0.12%	68
2025 Q1	$223K	Hold	500	–	–	0.12%	72
2024 Q4	$243K	Hold	500	–	–	0.13%	67
2024 Q3	$292K	Hold	500	–	–	0.16%	67
2024 Q2	$234K	Hold	500	–	–	0.16%	64
2024 Q1	$227K	Buy	+500	New	+$219K	0.15%	67

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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

EPIQ Partners's LMT Position: Q2 2026 in Review

EPIQ Partners reduced its Lockheed Martin (LMT) stake by 10% in Q2 2026, selling an estimated $27K and leaving 450 shares worth $229K. The position accounts for 0.1% of the portfolio, ranked #89.

EPIQ Partners first reported a position in LMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $302K in Q1 2026. 589 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

EPIQ Partners held 450 shares of Lockheed Martin worth $229K as of Q2 2026.
EPIQ Partners sold 50 Lockheed Martin shares in Q2 2026, an estimated $27K.
Lockheed Martin made up 0.1% of EPIQ Partners's portfolio in Q2 2026, its #89 holding.
EPIQ Partners first reported a position in Lockheed Martin in Q1 2024 and has held it in 10 quarters since.
EPIQ Partners's Lockheed Martin position peaked at $302K in Q1 2026.
589 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on EPIQ Partners's 13F filing for Q2 2026, filed 7 Jul 2026.