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Ipswich Investment Management’s Lockheed Martin LMT Stock Holding History

Ipswich 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 		$255K Hold
500
– – 0.05% 170
2026
Q1 		$302K Sell
500
-30
-6% -$18.5K 0.07% 154
2025
Q4 		$256K Hold
530
– – 0.06% 161
2025
Q3 		$265K Sell
530
-2,360
-82% -$1.07M 0.06% 157
2025
Q2 		$1.34M Buy
2,890
+89
+3% +$41.7K 0.32% 71
2025
Q1 		$1.25M Sell
2,801
-68
-2% -$31.3K 0.31% 69
2024
Q4 		$1.39M Buy
2,869
+510
+22% +$278K 0.34% 64
2024
Q3 		$1.38M Hold
2,359
– – 0.32% 71
2024
Q2 		$1.1M Buy
2,359
+1
+0% +$462 0.26% 80
2024
Q1 		$1.07M Sell
2,358
-150
-6% -$65.7K 0.25% 83
2023
Q4 		$1.14M Buy
2,508
+980
+64% +$434K 0.29% 77
2023
Q3 		$625K Buy
1,528
+969
+173% +$430K 0.17% 110
2023
Q2 		$257K Hold
559
– – 0.07% 163
2023
Q1 		$264K Buy
559
+20
+4% +$9.38K 0.07% 158
2022
Q4 		$262K Hold
539
– – 0.08% 154
2022
Q3 		$208K Hold
539
– – 0.07% 166
2022
Q2 		$232K Hold
539
– – 0.07% 166
2022
Q1 		$238K Sell
539
-50
-8% -$20.3K 0.06% 177
2021
Q4 		$209K Sell
589
-90
-13% -$31.1K 0.05% 195
2021
Q3 		$234K Sell
679
-90
-12% -$32.6K 0.06% 178
2021
Q2 		$291K Buy
+769
New +$296K 0.07% 167
2021
Q1 		– Sell
-7,224
Closed -$2.56M – 183
2020
Q4 		$2.56M Sell
7,224
-920
-11% -$338K 0.77% 44
2020
Q3 		$3.12M Buy
8,144
+115
+1% +$43.9K 1% 36
2020
Q2 		$2.93M Buy
8,029
+388
+5% +$147K 1.01% 34
2020
Q1 		$2.59M Buy
7,641
+98
+1% +$38.5K 1.02% 36
2019
Q4 		$2.94M Buy
7,543
+147
+2% +$56.4K 0.86% 40
2019
Q3 		$2.88M Buy
7,396
+4,680
+172% +$1.76M 0.92% 39
2019
Q2 		$987K Buy
+2,716
New +$909K 0.32% 76
2019
Q1 		– Sell
-50
Closed -$13K – 296
2018
Q4 		$13K Buy
+50
New +$15.2K ﹤0.01% 351

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
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

Ipswich Investment Management held its Lockheed Martin (LMT) position steady in Q2 2026 at 500 shares worth $255K. The position accounts for 0.05% of the portfolio, ranked #170.

Ipswich Investment Management first reported a position in LMT in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.12M in Q3 2020. 777 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Ipswich Investment Management held 500 shares of Lockheed Martin worth $255K as of Q2 2026.
  • Ipswich Investment Management left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.05% of Ipswich Investment Management's portfolio in Q2 2026, its #170 holding.
  • Ipswich Investment Management first reported a position in Lockheed Martin in Q4 2018 and has held it in 29 quarters since.
  • Ipswich Investment Management's Lockheed Martin position peaked at $3.12M in Q3 2020.
  • 777 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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