Gemmer Asset Management’s Lockheed Martin LMT Stock Holding History

Gemmer Asset 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	$235K	Sell	462 -7	-1%	-$3.78K	0.02%	167
2026 Q1	$283K	Sell	469 -4	-0.8%	-$2.46K	0.02%	148
2025 Q4	$229K	Buy	473 +7	+2%	+$3.35K	0.02%	161
2025 Q3	$233K	Sell	466 -114	-20%	-$51.7K	0.02%	156
2025 Q2	$269K	Buy	580 +99	+21%	+$46.3K	0.02%	136
2025 Q1	$215K	Sell	481 -3	-0.6%	-$1.38K	0.02%	148
2024 Q4	$235K	Buy	484 +1	+0.2%	+$545	0.02%	135
2024 Q3	$282K	Sell	483 -25	-5%	-$13.4K	0.03%	122
2024 Q2	$237K	Hold	508	–	–	0.03%	125
2024 Q1	$231K	Hold	508	–	–	0.03%	122
2023 Q4	$230K	Buy	+508	New	+$225K	0.03%	122
2023 Q3	–	Sell	-513	Closed	-$236K	–	129
2023 Q2	$236K	Buy	513 +30	+6%	+$13.9K	0.03%	115
2023 Q1	$228K	Hold	483	–	–	0.03%	116
2022 Q4	$235K	Sell	483 -56	-10%	-$26K	0.04%	103
2022 Q3	$208K	Buy	+539	New	+$225K	0.03%	112
2022 Q2	–	Sell	-450	Closed	-$198K	–	675
2022 Q1	$198K	Sell	450 -18	-4%	-$7.3K	0.02%	121
2021 Q4	$166K	Buy	468 +12	+3%	+$4.15K	0.02%	135
2021 Q3	$157K	Sell	456 -2	-0.4%	-$724	0.02%	125
2021 Q2	$173K	Buy	458 +4	+0.9%	+$1.54K	0.02%	129
2021 Q1	$168K	Sell	454 -182	-29%	-$62.4K	0.03%	118
2020 Q4	$226K	Buy	636 +152	+31%	+$55.9K	0.04%	92
2020 Q3	$186K	Hold	484	–	–	0.03%	92
2020 Q2	$177K	Hold	484	–	–	0.04%	95
2020 Q1	$164K	Buy	484 +134	+38%	+$52.7K	0.04%	92
2019 Q4	$136K	Hold	350	–	–	0.03%	109
2019 Q3	$137K	Sell	350 -121	-26%	-$45.5K	0.03%	105
2019 Q2	$171K	Buy	471 +74	+19%	+$24.8K	0.05%	90
2019 Q1	$119K	Sell	397 -15	-4%	-$4.4K	0.03%	113
2018 Q4	$108K	Buy	412 +104	+34%	+$31.6K	0.03%	112
2018 Q3	$107K	Sell	308 -16	-5%	-$5.16K	0.03%	110
2018 Q2	$96K	Hold	324	–	–	0.03%	118
2018 Q1	$109K	Hold	324	–	–	0.04%	113
2017 Q4	$104K	Hold	324	–	–	0.04%	114
2017 Q3	$101K	Hold	324	–	–	0.04%	113
2017 Q2	$90K	Sell	324 -100	-24%	-$27.5K	0.04%	120
2017 Q1	$113K	Hold	424	–	–	0.05%	100
2016 Q4	$106K	Buy	424 +100	+31%	+$25K	0.05%	95
2016 Q3	$78K	Sell	324 -50	-13%	-$12.5K	0.04%	118
2016 Q2	$93K	Hold	374	–	–	0.05%	97
2016 Q1	$82K	Hold	374	–	–	0.05%	118
2015 Q4	$81K	Buy	374 +50	+15%	+$10.8K	0.05%	109
2015 Q3	$67K	Hold	324	–	–	0.04%	130
2015 Q2	$60K	Hold	324	–	–	0.04%	158
2015 Q1	$66K	Hold	324	–	–	0.04%	144
2014 Q4	$62K	Hold	324	–	–	0.04%	149
2014 Q3	$59K	Hold	324	–	–	0.04%	151
2014 Q2	$52K	Hold	324	–	–	0.04%	164
2014 Q1	$53K	Buy	+324	New	+$50.9K	0.04%	162

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

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

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Gemmer Asset Management's LMT Position: Q2 2026 in Review

Gemmer Asset Management reduced its Lockheed Martin (LMT) stake by 1.5% in Q2 2026, selling an estimated $3.78K and leaving 462 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #167.

Gemmer Asset Management first reported a position in LMT in Q1 2014 and has held it in 48 quarters since. The position peaked at $283K in Q1 2026. 487 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Gemmer Asset Management held 462 shares of Lockheed Martin worth $235K as of Q2 2026.
Gemmer Asset Management sold 7 Lockheed Martin shares in Q2 2026, an estimated $3.78K.
Lockheed Martin made up 0.02% of Gemmer Asset Management's portfolio in Q2 2026, its #167 holding.
Gemmer Asset Management first reported a position in Lockheed Martin in Q1 2014 and has held it in 48 quarters since.
Gemmer Asset Management's Lockheed Martin position peaked at $283K in Q1 2026.
487 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Gemmer Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.