Evergreen Capital Management’s Lockheed Martin LMT Stock Holding History

Evergreen Capital Management’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	$1.61M	Sell	3,160 -1,301	-29%	-$703K	0.03%	377
2026 Q1	$2.7M	Buy	4,461 +147	+3%	+$90.6K	0.06%	276
2025 Q4	$2.09M	Buy	4,314 +782	+22%	+$374K	0.05%	300
2025 Q3	$1.76M	Buy	3,532 +310	+10%	+$141K	0.04%	306
2025 Q2	$1.49M	Sell	3,222 -18,008	-85%	-$8.43M	0.04%	299
2025 Q1	$9.48M	Buy	21,230 +10,115	+91%	+$4.66M	0.32%	86
2024 Q4	$5.4M	Buy	11,115 +673	+6%	+$367K	0.18%	144
2024 Q3	$6.1M	Sell	10,442 -2,431	-19%	-$1.31M	0.2%	134
2024 Q2	$6.01M	Buy	12,873 +483	+4%	+$223K	0.22%	127
2024 Q1	$5.64M	Buy	12,390 +44	+0.4%	+$19.3K	0.21%	126
2023 Q4	$5.6M	Sell	12,346 -779	-6%	-$345K	0.23%	127
2023 Q3	$5.37M	Sell	13,125 -39	-0.3%	-$17.3K	0.24%	127
2023 Q2	$6.06M	Buy	13,164 +67	+0.5%	+$31.1K	0.25%	118
2023 Q1	$6.19M	Buy	13,097 +307	+2%	+$144K	0.28%	108
2022 Q4	$6.22M	Buy	12,790 +637	+5%	+$296K	0.29%	99
2022 Q3	$4.7M	Buy	12,153 +202	+2%	+$84.3K	0.25%	119
2022 Q2	$5.14M	Buy	11,951 +781	+7%	+$343K	0.27%	107
2022 Q1	$4.93M	Buy	11,170 +9,178	+461%	+$3.72M	0.2%	137
2021 Q4	$708K	Sell	1,992 -55	-3%	-$19K	0.03%	326
2021 Q3	$706K	Buy	2,047 +195	+11%	+$70.6K	0.03%	318
2021 Q2	$701K	Buy	1,852 +118	+7%	+$45.4K	0.03%	298
2021 Q1	$641K	Buy	1,734 +718	+71%	+$246K	0.03%	295
2020 Q4	$361K	Buy	1,016 +287	+39%	+$106K	0.02%	320
2020 Q3	$279K	Buy	729 +48	+7%	+$18.3K	0.02%	340
2020 Q2	$249K	Buy	681 +2	+0.3%	+$755	0.02%	335
2020 Q1	$230K	Buy	679 +3	+0.4%	+$1.18K	0.02%	308
2019 Q4	$263K	Buy	676 +14	+2%	+$5.37K	0.02%	370
2019 Q3	$258K	Buy	662 +9	+1%	+$3.38K	0.02%	330
2019 Q2	$237K	Buy	+653	New	+$218K	0.02%	354
2018 Q4	–	Sell	-668	Closed	-$231K	–	396
2018 Q3	$231K	Buy	+668	New	+$216K	0.02%	333
2018 Q2	–	Sell	-1,022	Closed	-$345K	–	386
2018 Q1	$345K	Buy	1,022 +348	+52%	+$118K	0.03%	231
2017 Q4	$216K	Buy	+674	New	+$212K	0.02%	221

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

Evergreen Capital Management's LMT Position: Q2 2026 in Review

Evergreen Capital Management reduced its Lockheed Martin (LMT) stake by 29% in Q2 2026, selling an estimated $703K and leaving 3,160 shares worth $1.61M. The position accounts for 0.03% of the portfolio, ranked #377.

Evergreen Capital Management first reported a position in LMT in Q4 2017 and has held it in 32 quarters since. The position peaked at $9.48M in Q1 2025. 991 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Evergreen Capital Management held 3,160 shares of Lockheed Martin worth $1.61M as of Q2 2026.
Evergreen Capital Management sold 1,301 Lockheed Martin shares in Q2 2026, an estimated $703K.
Lockheed Martin made up 0.03% of Evergreen Capital Management's portfolio in Q2 2026, its #377 holding.
Evergreen Capital Management first reported a position in Lockheed Martin in Q4 2017 and has held it in 32 quarters since.
Evergreen Capital Management's Lockheed Martin position peaked at $9.48M in Q1 2025.
991 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.