Hengehold Capital Management’s Lockheed Martin LMT Stock Holding History

Hengehold 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	$4.14M	Buy	8,127 +229	+3%	+$124K	0.32%	59
2026 Q1	$4.77M	Buy	7,898 +33	+0.4%	+$20.3K	0.42%	52
2025 Q4	$3.8M	Sell	7,865 -171	-2%	-$81.8K	0.32%	61
2025 Q3	$4.01M	Buy	8,036 +251	+3%	+$114K	0.34%	58
2025 Q2	$3.61M	Buy	7,785 +155	+2%	+$72.6K	0.33%	57
2025 Q1	$3.41M	Buy	7,630 +396	+5%	+$182K	0.32%	58
2024 Q4	$3.52M	Sell	7,234 -18	-0.2%	-$9.81K	0.33%	58
2024 Q3	$4.24M	Buy	7,252 +212	+3%	+$114K	0.4%	51
2024 Q2	$3.29M	Buy	7,040 +200	+3%	+$92.4K	0.34%	57
2024 Q1	$3.11M	Buy	6,840 +120	+2%	+$52.6K	0.33%	59
2023 Q4	$3.05M	Sell	6,720 -38	-0.6%	-$16.8K	0.36%	54
2023 Q3	$2.76M	Buy	+6,758	New	+$3M	0.36%	56

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Hengehold Capital Management's LMT Position: Q2 2026 in Review

Hengehold Capital Management increased its Lockheed Martin (LMT) stake by 2.9% in Q2 2026, buying an estimated $124K and bringing the position to 8,127 shares worth $4.14M. The position accounts for 0.32% of the portfolio, ranked #59.

Hengehold Capital Management first reported a position in LMT in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.77M in Q1 2026. 1,862 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Hengehold Capital Management held 8,127 shares of Lockheed Martin worth $4.14M as of Q2 2026.
Hengehold Capital Management bought 229 Lockheed Martin shares in Q2 2026, an estimated $124K.
Lockheed Martin made up 0.32% of Hengehold Capital Management's portfolio in Q2 2026, its #59 holding.
Hengehold Capital Management first reported a position in Lockheed Martin in Q3 2023 and has held it in 12 quarters since.
Hengehold Capital Management's Lockheed Martin position peaked at $4.77M in Q1 2026.
1,862 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Hengehold Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.