GIM
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Goelzer Investment Management’s Lockheed Martin LMT Stock Holding History

Goelzer Investment 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 		$13.4M Sell
26,274
-586
-2% -$317K 0.58% 27
2026
Q1 		$16.2M Sell
26,860
-189
-0.7% -$116K 0.79% 18
2025
Q4 		$13.1M Sell
27,049
-33
-0.1% -$15.8K 0.61% 24
2025
Q3 		$13.5M Sell
27,082
-409
-1% -$186K 0.72% 21
2025
Q2 		$12.7M Sell
27,491
-1,487
-5% -$696K 0.7% 20
2025
Q1 		$12.9M Buy
28,978
+52
+0.2% +$23.9K 0.75% 18
2024
Q4 		$14.1M Sell
28,926
-330
-1% -$180K 0.82% 15
2024
Q3 		$17.1M Sell
29,256
-269
-0.9% -$144K 0.94% 13
2024
Q2 		$13.8M Sell
29,525
-319
-1% -$147K 0.77% 15
2024
Q1 		$13.6M Buy
29,844
+189
+0.6% +$82.8K 0.77% 18
2023
Q4 		$13.4M Buy
29,655
+418
+1% +$185K 0.86% 15
2023
Q3 		$12M Sell
29,237
-2,605
-8% -$1.16M 0.84% 18
2023
Q2 		$14.7M Sell
31,842
-97
-0.3% -$45K 1.24% 12
2023
Q1 		$15.1M Buy
31,939
+1,912
+6% +$897K 1.31% 14
2022
Q4 		$14.6M Sell
30,027
-746
-2% -$347K 1.25% 14
2022
Q3 		$11.9M Buy
30,773
+558
+2% +$233K 1.19% 15
2022
Q2 		$13M Buy
30,215
+2,830
+10% +$1.24M 1.25% 16
2022
Q1 		$12.1M Buy
27,385
+247
+0.9% +$100K 1.04% 18
2021
Q4 		$9.64M Sell
27,138
-323
-1% -$112K 0.79% 33
2021
Q3 		$9.48M Sell
27,461
-968
-3% -$350K 0.83% 29
2021
Q2 		$10.8M Buy
28,429
+399
+1% +$153K 0.89% 24
2021
Q1 		$10.4M Sell
28,030
-953
-3% -$327K 0.91% 23
2020
Q4 		$10.3M Sell
28,983
-2,108
-7% -$775K 0.95% 20
2020
Q3 		$11.9M Sell
31,091
-460
-1% -$176K 1.1% 15
2020
Q2 		$11.5M Sell
31,551
-739
-2% -$279K 1.11% 19
2020
Q1 		$10.9M Sell
32,290
-289
-0.9% -$114K 1.25% 17
2019
Q4 		$12.7M Buy
32,579
+388
+1% +$149K 1.09% 20
2019
Q3 		$12.6M Buy
32,191
+131
+0.4% +$49.3K 1.15% 19
2019
Q2 		$11.7M Buy
32,060
+1,832
+6% +$613K 1.07% 22
2019
Q1 		$9.07M Buy
30,228
+4,327
+17% +$1.27M 0.86% 31
2018
Q4 		$6.78M Buy
25,901
+165
+0.6% +$50.1K 0.87% 32
2018
Q3 		$8.9M Sell
25,736
-508
-2% -$164K 0.99% 24
2018
Q2 		$7.75M Sell
26,244
-100
-0.4% -$32.3K 0.9% 27
2018
Q1 		$8.9M Sell
26,344
-1,325
-5% -$451K 1.07% 17
2017
Q4 		$8.88M Buy
27,669
+408
+1% +$129K 1% 23
2017
Q3 		$8.46M Sell
27,261
-5,419
-17% -$1.62M 1% 24
2017
Q2 		$9.07M Sell
32,680
-437
-1% -$120K 1.11% 23
2017
Q1 		$8.86M Sell
33,117
-215
-0.6% -$56.3K 1.1% 24
2016
Q4 		$8.33M Sell
33,332
-1,968
-6% -$492K 1.08% 21
2016
Q3 		$8.46M Sell
35,300
-32
-0.1% -$8.01K 1.14% 19
2016
Q2 		$8.77M Sell
35,332
-903
-2% -$213K 1.21% 15
2016
Q1 		$8.03M Buy
36,235
+14,927
+70% +$3.21M 1.15% 18
2015
Q4 		$4.63M Buy
21,308
+1,020
+5% +$221K 0.67% 54
2015
Q3 		$4.21M Buy
20,288
+385
+2% +$78.3K 0.67% 54
2015
Q2 		$3.7M Buy
19,903
+548
+3% +$106K 0.56% 76
2015
Q1 		$3.93M Sell
19,355
-503
-3% -$99.3K 0.59% 77
2014
Q4 		$3.82M Sell
19,858
-7,035
-26% -$1.31M 0.58% 79
2014
Q3 		$4.92M Buy
26,893
+1,336
+5% +$227K 0.82% 44
2014
Q2 		$4.11M Sell
25,557
-7,087
-22% -$1.15M 0.68% 60
2014
Q1 		$5.33M Buy
32,644
+735
+2% +$115K 0.95% 33
2013
Q4 		$4.74M Buy
31,909
+30
+0.1% +$4.08K 0.86% 39
2013
Q3 		$4.07M Sell
31,879
-32,659
-51% -$3.96M 0.83% 44
2013
Q2 		$7M Buy
+64,538
New +$6.59M 0.75% 54

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

Goelzer Investment Management's LMT Position: Q2 2026 in Review

Goelzer Investment Management reduced its Lockheed Martin (LMT) stake by 2.2% in Q2 2026, selling an estimated $317K and leaving 26,274 shares worth $13.4M. The position accounts for 0.58% of the portfolio, ranked #27.

Goelzer Investment Management first reported a position in LMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $17.1M in Q3 2024. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Goelzer Investment Management held 26,274 shares of Lockheed Martin worth $13.4M as of Q2 2026.
  • Goelzer Investment Management sold 586 Lockheed Martin shares in Q2 2026, an estimated $317K.
  • Lockheed Martin made up 0.58% of Goelzer Investment Management's portfolio in Q2 2026, its #27 holding.
  • Goelzer Investment Management first reported a position in Lockheed Martin in Q2 2013 and has held it in 53 quarters since.
  • Goelzer Investment Management's Lockheed Martin position peaked at $17.1M in Q3 2024.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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