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Intact Investment Management’s Lockheed Martin LMT Stock Holding History

Intact 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 		$9.17M Buy
18,000
+1,200
+7% +$649K 0.26% 88
2026
Q1 		$10.2M Sell
16,800
-300
-2% -$185K 0.29% 81
2025
Q4 		$8.27M Hold
17,100
– – 0.24% 88
2025
Q3 		$8.54M Hold
17,100
– – 0.26% 83
2025
Q2 		$7.92M Sell
17,100
-2,357
-12% -$1.1M 0.27% 87
2025
Q1 		$8.69M Buy
19,457
+11,057
+132% +$5.09M 0.3% 81
2024
Q4 		$4.08M Buy
8,400
+8,280
+6,900% +$4.51M 0.14% 147
2024
Q3 		$70.1K Buy
+120
New +$64.4K ﹤0.01% 297
2024
Q2 		– Sell
-11,300
Closed -$5.22M – 283
2024
Q1 		$5.14M Buy
11,300
+1,400
+14% +$614K 0.2% 102
2023
Q4 		$4.49M Hold
9,900
– – 0.18% 110
2023
Q3 		$4.05M Hold
9,900
– – 0.18% 112
2023
Q2 		$4.56M Sell
9,900
-3,300
-25% -$1.53M 0.19% 110
2023
Q1 		$6.24M Hold
13,200
– – 0.26% 89
2022
Q4 		$6.42M Sell
13,200
-3,600
-21% -$1.67M 0.28% 88
2022
Q3 		$6.5M Hold
16,800
– – 0.21% 92
2022
Q2 		$7.23M Sell
16,800
-8,300
-33% -$3.64M 0.23% 93
2022
Q1 		$11.1M Sell
25,100
-1,500
-6% -$608K 0.28% 77
2021
Q4 		$9.45M Buy
26,600
+1,100
+4% +$380K 0.24% 87
2021
Q3 		$8.79M Buy
25,500
+2,000
+9% +$724K 0.25% 81
2021
Q2 		$8.89M Hold
23,500
– – 0.25% 83
2021
Q1 		$8.68M Buy
23,500
+2,200
+10% +$755K 0.26% 84
2020
Q4 		$7.56M Buy
21,300
+11,600
+120% +$4.26M 0.24% 88
2020
Q3 		$3.72M Sell
9,700
-3,600
-27% -$1.37M 0.13% 132
2020
Q2 		$4.85M Sell
13,300
-500
-4% -$189K 0.18% 101
2020
Q1 		$4.68M Sell
13,800
-1,500
-10% -$590K 0.2% 96
2019
Q4 		$5.96M Buy
15,300
+2,800
+22% +$1.07M 0.2% 83
2019
Q3 		$4.87M Sell
12,500
-8,900
-42% -$3.35M 0.17% 98
2019
Q2 		$7.78M Sell
21,400
-3,300
-13% -$1.1M 0.28% 72
2019
Q1 		$7.41M Buy
24,700
+700
+3% +$205K 0.26% 76
2018
Q4 		$6.28M Buy
24,000
+4,900
+26% +$1.49M 0.26% 80
2018
Q3 		$6.61M Hold
19,100
– – 0.24% 82
2018
Q2 		$5.65M Buy
19,100
+2,000
+12% +$645K 0.2% 87
2018
Q1 		$5.78M Sell
17,100
-7,100
-29% -$2.42M 0.22% 83
2017
Q4 		$7.77M Buy
24,200
+750
+3% +$236K 0.31% 66
2017
Q3 		$7.28M Buy
23,450
+500
+2% +$149K 0.32% 63
2017
Q2 		$6.37M Sell
22,950
-7,450
-25% -$2.05M 0.28% 64
2017
Q1 		$8.14M Buy
30,400
+2,700
+10% +$707K 0.33% 65
2016
Q4 		$6.93M Buy
27,700
+4,600
+20% +$1.15M 0.26% 69
2016
Q3 		$5.54M Sell
23,100
-3,500
-13% -$876K 0.21% 79
2016
Q2 		$6.6M Sell
26,600
-3,200
-11% -$754K 0.27% 65
2016
Q1 		$6.6M Buy
29,800
+13,700
+85% +$2.95M 0.27% 69
2015
Q4 		$3.5M Buy
16,100
+4,500
+39% +$976K 0.16% 92
2015
Q3 		$2.4M Sell
11,600
-1,000
-8% -$203K 0.11% 109
2015
Q2 		$2.34M Sell
12,600
-7,300
-37% -$1.41M 0.1% 111
2015
Q1 		$4.04M Buy
19,900
+100
+0.5% +$19.7K 0.16% 92
2014
Q4 		$3.81M Buy
19,800
+7,600
+62% +$1.41M 0.15% 94
2014
Q3 		$2.23M Buy
12,200
+4,650
+62% +$792K 0.09% 100
2014
Q2 		$1.21M Sell
7,550
-60
-0.8% -$9.75K 0.05% 104
2014
Q1 		$1.24M Buy
7,610
+4,010
+111% +$630K 0.05% 103
2013
Q4 		$535K Hold
3,600
– – 0.03% 140
2013
Q3 		$459K Buy
+3,600
New +$437K 0.02% 147

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

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

Intact Investment Management increased its Lockheed Martin (LMT) stake by 7.1% in Q2 2026, buying an estimated $649K and bringing the position to 18,000 shares worth $9.17M. The position accounts for 0.26% of the portfolio, ranked #88.

Intact Investment Management first reported a position in LMT in Q3 2013 and has held it in 51 quarters since. The position peaked at $11.1M in Q1 2022. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Intact Investment Management held 18,000 shares of Lockheed Martin worth $9.17M as of Q2 2026.
  • Intact Investment Management bought 1,200 Lockheed Martin shares in Q2 2026, an estimated $649K.
  • Lockheed Martin made up 0.26% of Intact Investment Management's portfolio in Q2 2026, its #88 holding.
  • Intact Investment Management first reported a position in Lockheed Martin in Q3 2013 and has held it in 51 quarters since.
  • Intact Investment Management's Lockheed Martin position peaked at $11.1M in Q1 2022.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Intact Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.