FIC
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FCG Investment Company’s Lockheed Martin LMT Stock Holding History

FCG Investment Company’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 		– Sell
-2,986
Closed -$1.8M – 127
2026
Q1 		$1.8M Buy
+2,986
New +$1.84M 0.79% 30
2025
Q3 		$1.97M Buy
3,949
+519
+15% +$235K 0.92% 29
2025
Q2 		$1.59M Buy
3,430
+1,700
+98% +$796K 0.83% 27
2025
Q1 		$773K Sell
1,730
-3,505
-67% -$1.61M 0.49% 58
2024
Q4 		$2.54M Buy
5,235
+178
+4% +$97K 1.55% 16
2024
Q3 		$2.96M Buy
5,057
+1,315
+35% +$706K 1.94% 10
2024
Q2 		$1.75M Buy
3,742
+70
+2% +$32.4K 1.33% 16
2024
Q1 		$1.67M Buy
3,672
+291
+9% +$128K 1.34% 17
2023
Q4 		$1.53M Buy
+3,381
New +$1.5M 1.5% 20

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

FCG Investment Company's LMT Position: Q2 2026 in Review

FCG Investment Company sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 2,986 shares — an estimated $1.8M sold.

FCG Investment Company first reported a position in LMT in Q4 2023 and held it in 9 quarters. The position peaked at $2.96M in Q3 2024. 991 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • FCG Investment Company reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • FCG Investment Company sold 2,986 Lockheed Martin shares in Q2 2026, an estimated $1.8M.
  • FCG Investment Company first reported a position in Lockheed Martin in Q4 2023 and held it in 9 quarters.
  • FCG Investment Company's Lockheed Martin position peaked at $2.96M in Q3 2024.
  • 991 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on FCG Investment Company's 13F filing for Q2 2026, filed 13 Jul 2026.