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Ferguson Wellman Capital Management’s Lockheed Martin LMT Stock Holding History

Ferguson Wellman 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 		$17.1M Sell
33,559
-1,146
-3% -$620K 0.21% 89
2026
Q1 		$21M Sell
34,705
-22
-0.1% -$13.6K 0.29% 76
2025
Q4 		$16.8M Sell
34,727
-351
-1% -$168K 0.27% 62
2025
Q3 		$17.5M Buy
35,078
+779
+2% +$353K 0.28% 63
2025
Q2 		$15.9M Sell
34,299
-260
-0.8% -$122K 0.28% 63
2025
Q1 		$15.4M Sell
34,559
-143
-0.4% -$65.8K 0.3% 65
2024
Q4 		$16.9M Sell
34,702
-4,622
-12% -$2.52M 0.32% 63
2024
Q3 		$23M Sell
39,324
-526
-1% -$282K 0.44% 58
2024
Q2 		$18.6M Buy
39,850
+1,606
+4% +$742K 0.38% 64
2024
Q1 		$17.4M Sell
38,244
-66,671
-64% -$29.2M 0.35% 62
2023
Q4 		$47.6M Sell
104,915
-16,061
-13% -$7.12M 1.07% 30
2023
Q3 		$49.5M Sell
120,976
-1,398
-1% -$620K 1.21% 26
2023
Q2 		$56.3M Buy
122,374
+1,059
+0.9% +$492K 1.32% 23
2023
Q1 		$57.3M Buy
121,315
+1,917
+2% +$899K 1.44% 21
2022
Q4 		$58.1M Buy
119,398
+31,486
+36% +$14.6M 1.51% 19
2022
Q3 		$34M Buy
87,912
+25,937
+42% +$10.8M 1.33% 24
2022
Q2 		$26.6M Buy
61,975
+18,802
+44% +$8.26M 0.99% 34
2022
Q1 		$19.1M Buy
43,173
+40,690
+1,639% +$16.5M 0.6% 54
2021
Q4 		$882K Sell
2,483
-3,950
-61% -$1.37M 0.03% 190
2021
Q3 		$2.22M Buy
6,433
+82
+1% +$29.7K 0.07% 132
2021
Q2 		$2.4M Buy
6,351
+56
+0.9% +$21.5K 0.08% 126
2021
Q1 		$2.33M Sell
6,295
-19,489
-76% -$6.69M 0.08% 118
2020
Q4 		$9.15M Buy
25,784
+19,301
+298% +$7.09M 0.22% 101
2020
Q3 		$2.48M Buy
6,483
+3,990
+160% +$1.52M 0.07% 152
2020
Q2 		$910K Buy
2,493
+179
+8% +$67.6K 0.03% 209
2020
Q1 		$784K Buy
2,314
+90
+4% +$35.4K 0.03% 207
2019
Q4 		$866K Sell
2,224
-20
-0.9% -$7.67K 0.03% 226
2019
Q3 		$875K Sell
2,244
-217
-9% -$81.6K 0.03% 220
2019
Q2 		$895K Sell
2,461
-62
-2% -$20.7K 0.03% 206
2019
Q1 		$757K Sell
2,523
-41
-2% -$12K 0.03% 220
2018
Q4 		$671K Buy
2,564
+84
+3% +$25.5K 0.03% 232
2018
Q3 		$858K Buy
2,480
+24
+1% +$7.74K 0.03% 200
2018
Q2 		$726K Sell
2,456
-15
-0.6% -$4.84K 0.03% 215
2018
Q1 		$835K Sell
2,471
-11
-0.4% -$3.74K 0.03% 207
2017
Q4 		$797K Buy
2,482
+381
+18% +$120K 0.03% 208
2017
Q3 		$652K Buy
2,101
+116
+6% +$34.6K 0.02% 217
2017
Q2 		$551K Sell
1,985
-140
-7% -$38.5K 0.02% 225
2017
Q1 		$569K Buy
2,125
+114
+6% +$29.9K 0.02% 220
2016
Q4 		$503K Buy
2,011
+26
+1% +$6.5K 0.02% 226
2016
Q3 		$476K Hold
1,985
– – 0.02% 219
2016
Q2 		$493K Hold
1,985
– – 0.02% 221
2016
Q1 		$440K Hold
1,985
– – 0.02% 226
2015
Q4 		$431K Hold
1,985
– – 0.02% 249
2015
Q3 		$412K Hold
1,985
– – 0.02% 246
2015
Q2 		$369K Hold
1,985
– – 0.02% 261
2015
Q1 		$403K Hold
1,985
– – 0.02% 253
2014
Q4 		$382K Hold
1,985
– – 0.02% 260
2014
Q3 		$363K Sell
1,985
-140
-7% -$23.8K 0.02% 255
2014
Q2 		$342K Buy
2,125
+140
+7% +$22.8K 0.01% 268
2014
Q1 		$324K Hold
1,985
– – 0.01% 262
2013
Q4 		$295K Sell
1,985
-40
-2% -$5.43K 0.01% 269
2013
Q3 		$258K Hold
2,025
– – 0.01% 266
2013
Q2 		$220K Buy
+2,025
New +$207K 0.02% 180

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

Ferguson Wellman Capital Management's LMT Position: Q2 2026 in Review

Ferguson Wellman Capital Management reduced its Lockheed Martin (LMT) stake by 3.3% in Q2 2026, selling an estimated $620K and leaving 33,559 shares worth $17.1M. The position accounts for 0.21% of the portfolio, ranked #89.

Ferguson Wellman Capital Management first reported a position in LMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $58.1M in Q4 2022. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Ferguson Wellman Capital Management held 33,559 shares of Lockheed Martin worth $17.1M as of Q2 2026.
  • Ferguson Wellman Capital Management sold 1,146 Lockheed Martin shares in Q2 2026, an estimated $620K.
  • Lockheed Martin made up 0.21% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #89 holding.
  • Ferguson Wellman Capital Management first reported a position in Lockheed Martin in Q2 2013 and has held it in 53 quarters since.
  • Ferguson Wellman Capital Management's Lockheed Martin position peaked at $58.1M in Q4 2022.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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