Griffith & Werner’s Lockheed Martin LMT Stock Holding History

Griffith & Werner’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	$1.6M	Buy	3,138 +147	+5%	+$79.5K	0.75%	32
2026 Q1	$1.81M	Sell	2,991 -2,544	-46%	-$1.57M	0.9%	32
2025 Q4	$2.68M	Buy	5,535 +76	+1%	+$36.4K	1.36%	27
2025 Q3	$2.47M	Buy	+5,459	New	+$2.48M	1.28%	28
2025 Q1	$2.17M	Buy	4,868 +755	+18%	+$348K	1.35%	27
2024 Q4	$2M	Buy	+4,113	New	+$2.24M	1.32%	26

Other funds holding LMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Griffith & Werner's LMT Position: Q2 2026 in Review

Griffith & Werner increased its Lockheed Martin (LMT) stake by 4.9% in Q2 2026, buying an estimated $79.5K and bringing the position to 3,138 shares worth $1.6M. The position accounts for 0.75% of the portfolio, ranked #32.

Griffith & Werner first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.68M in Q4 2025. 1,322 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Griffith & Werner held 3,138 shares of Lockheed Martin worth $1.6M as of Q2 2026.
Griffith & Werner bought 147 Lockheed Martin shares in Q2 2026, an estimated $79.5K.
Lockheed Martin made up 0.75% of Griffith & Werner's portfolio in Q2 2026, its #32 holding.
Griffith & Werner first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
Griffith & Werner's Lockheed Martin position peaked at $2.68M in Q4 2025.
1,322 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Griffith & Werner's 13F filing for Q2 2026, filed 30 Jul 2026.