IP
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Isthmus Partners’s Lockheed Martin LMT Stock Holding History

Isthmus Partners’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 		$12.4M Buy
24,246
+447
+2% +$242K 1.19% 33
2026
Q1 		$14.4M Sell
23,799
-1,220
-5% -$752K 1.51% 20
2025
Q4 		$12.1M Buy
25,019
+38
+0.2% +$18.2K 1.34% 28
2025
Q3 		$12.5M Buy
24,981
+156
+0.6% +$70.8K 2.77% 15
2025
Q2 		$11.5M Buy
24,825
+327
+1% +$153K 1.34% 36
2025
Q1 		$10.9M Buy
24,498
+520
+2% +$239K 1.37% 37
2024
Q4 		$11.7M Buy
23,978
+327
+1% +$178K 1.42% 34
2024
Q3 		$13.8M Sell
23,651
-2,460
-9% -$1.32M 1.64% 24
2024
Q2 		$12.2M Buy
+26,111
New +$12.1M 1.44% 26
2019
Q2 		– Sell
-156,513
Closed -$1.92M – 176
2019
Q1 		$1.92M Buy
+156,513
New +$45.9M 0.47% 46
2018
Q4 		– Sell
-113
Closed -$39K – 217
2018
Q3 		$39K Hold
113
– – 0.01% 197
2018
Q2 		$33K Hold
113
– – 0.01% 195
2018
Q1 		$38K Hold
113
– – 0.01% 189
2017
Q4 		$36K Hold
113
– – 0.01% 189
2017
Q3 		$35K Hold
113
– – 0.01% 192
2017
Q2 		$31K Hold
113
– – 0.01% 204
2017
Q1 		$30K Hold
113
– – 0.01% 203
2016
Q4 		$28K Buy
+113
New +$28.2K 0.01% 206

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

Isthmus Partners's LMT Position: Q2 2026 in Review

Isthmus Partners increased its Lockheed Martin (LMT) stake by 1.9% in Q2 2026, buying an estimated $242K and bringing the position to 24,246 shares worth $12.4M. The position accounts for 1.19% of the portfolio, ranked #33.

Isthmus Partners first reported a position in LMT in Q4 2016 and has held it in 18 quarters since. The position peaked at $14.4M in Q1 2026. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Isthmus Partners held 24,246 shares of Lockheed Martin worth $12.4M as of Q2 2026.
  • Isthmus Partners bought 447 Lockheed Martin shares in Q2 2026, an estimated $242K.
  • Lockheed Martin made up 1.19% of Isthmus Partners's portfolio in Q2 2026, its #33 holding.
  • Isthmus Partners first reported a position in Lockheed Martin in Q4 2016 and has held it in 18 quarters since.
  • Isthmus Partners's Lockheed Martin position peaked at $14.4M in Q1 2026.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.