Exeter Financial’s Lockheed Martin LMT Stock Holding History

Exeter Financial’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	$2.5M	Buy	4,899 +48	+1%	+$25.9K	0.95%	38
2026 Q1	$2.93M	Buy	4,851 +174	+4%	+$107K	1.2%	32
2025 Q4	$2.26M	Buy	4,677 +285	+6%	+$136K	0.96%	36
2025 Q3	$2.19M	Sell	4,392 -6	-0.1%	-$2.72K	0.95%	37
2025 Q2	$2.04M	Sell	4,398 -81	-2%	-$37.9K	0.91%	41
2025 Q1	$2M	Buy	4,479 +69	+2%	+$31.8K	0.9%	43
2024 Q4	$2.14M	Buy	4,410 +49	+1%	+$26.7K	0.98%	37
2024 Q3	$2.55M	Buy	4,361 +11	+0.3%	+$5.91K	1.13%	37
2024 Q2	$2.03M	Sell	4,350 -6	-0.1%	-$2.77K	0.97%	40
2024 Q1	$1.98M	Buy	4,356 +184	+4%	+$80.6K	0.91%	42
2023 Q4	$1.9M	Buy	4,172 +179	+4%	+$79.3K	0.92%	41
2023 Q3	$1.63M	Buy	3,993 +13	+0.3%	+$5.77K	0.86%	42
2023 Q2	$1.86M	Sell	3,980 -1,147	-22%	-$532K	0.96%	40
2023 Q1	$2.55M	Hold	5,127	–	–	1.28%	29
2022 Q4	$2.49M	Buy	5,127 +55	+1%	+$25.6K	1.3%	30
2022 Q3	$1.96M	Buy	5,072 +44	+0.9%	+$18.4K	1.14%	34
2022 Q2	$2.16M	Buy	5,028 +55	+1%	+$24.1K	1.21%	33
2022 Q1	$2.19M	Buy	4,973 +461	+10%	+$187K	1.19%	34
2021 Q4	$1.64M	Sell	4,512 -306	-6%	-$106K	0.9%	43
2021 Q3	$1.66M	Buy	4,818 +82	+2%	+$29.7K	0.99%	41
2021 Q2	$1.81M	Buy	4,736 +172	+4%	+$66.1K	1.05%	36
2021 Q1	$1.69M	Buy	4,564 +114	+3%	+$39.1K	1.06%	36
2020 Q4	$1.58M	Buy	4,450 +100	+2%	+$36.8K	1.1%	37
2020 Q3	$1.67M	Buy	4,350 +17	+0.4%	+$6.49K	1.3%	29
2020 Q2	$1.58M	Sell	4,333 -227	-5%	-$85.7K	1.31%	30
2020 Q1	$1.55M	Sell	4,560 -37	-0.8%	-$14.6K	1.45%	28
2019 Q4	$1.79M	Buy	4,597 +6	+0.1%	+$2.3K	1.39%	31
2019 Q3	$1.79M	Buy	4,591 +58	+1%	+$21.8K	1.42%	28
2019 Q2	$1.65M	Sell	4,533 -276	-6%	-$92.3K	1.38%	26
2019 Q1	$1.44M	Buy	4,809 +18	+0.4%	+$5.28K	1.25%	35
2018 Q4	$1.25M	Buy	4,791 +10	+0.2%	+$3.03K	1.18%	38
2018 Q3	$1.65M	Sell	4,781 -173	-3%	-$55.8K	1.36%	27
2018 Q2	$1.46M	Buy	4,954 +11	+0.2%	+$3.55K	1.29%	29
2018 Q1	$1.67M	Buy	4,943 +125	+3%	+$42.5K	1.43%	27
2017 Q4	$1.55M	Buy	+4,818	New	+$1.52M	1.35%	27

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

Exeter Financial's LMT Position: Q2 2026 in Review

Exeter Financial increased its Lockheed Martin (LMT) stake by 0.99% in Q2 2026, buying an estimated $25.9K and bringing the position to 4,899 shares worth $2.5M. The position accounts for 0.95% of the portfolio, ranked #38.

Exeter Financial first reported a position in LMT in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.93M in Q1 2026. 991 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Exeter Financial held 4,899 shares of Lockheed Martin worth $2.5M as of Q2 2026.
Exeter Financial bought 48 Lockheed Martin shares in Q2 2026, an estimated $25.9K.
Lockheed Martin made up 0.95% of Exeter Financial's portfolio in Q2 2026, its #38 holding.
Exeter Financial first reported a position in Lockheed Martin in Q4 2017 and has held it in 35 quarters since.
Exeter Financial's Lockheed Martin position peaked at $2.93M in Q1 2026.
991 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Exeter Financial's 13F filing for Q2 2026, filed 16 Jul 2026.