J2 Capital Management’s Lockheed Martin LMT Stock Holding History

J2 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	$696K	Buy	1,367 +117	+9%	+$63.3K	0.47%	44
2026 Q1	$755K	Sell	1,250 -216	-15%	-$133K	0.52%	37
2025 Q4	$709K	Buy	1,466 +239	+19%	+$114K	0.52%	39
2025 Q3	$613K	Sell	1,227 -2	-0.2%	-$907	0.46%	54
2025 Q2	$569K	Buy	1,229 +213	+21%	+$99.7K	0.45%	53
2025 Q1	$454K	Sell	1,016 -19	-2%	-$8.75K	0.42%	47
2024 Q4	$503K	Buy	+1,035	New	+$564K	0.47%	50
2023 Q3	$394K	Buy	964 +10	+1%	+$4.44K	0.5%	57
2023 Q2	$439K	Sell	954 -135	-12%	-$62.7K	0.52%	50
2023 Q1	$515K	Buy	1,089 +45	+4%	+$21.1K	0.8%	30
2022 Q4	$508K	Buy	1,044 +41	+4%	+$19.1K	0.87%	23
2022 Q3	$387K	Buy	1,003 +72	+8%	+$30.1K	0.73%	27
2022 Q2	$400K	Sell	931 -184	-17%	-$80.8K	0.61%	31
2022 Q1	$492K	Sell	1,115 -185	-14%	-$75K	0.54%	32
2021 Q4	$462K	Buy	+1,300	New	+$450K	0.44%	37

Other funds holding LMT

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 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

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

J2 Capital Management's LMT Position: Q2 2026 in Review

J2 Capital Management increased its Lockheed Martin (LMT) stake by 9.4% in Q2 2026, buying an estimated $63.3K and bringing the position to 1,367 shares worth $696K. The position accounts for 0.47% of the portfolio, ranked #44.

J2 Capital Management first reported a position in LMT in Q4 2021 and has held it in 15 quarters since. The position peaked at $755K in Q1 2026. 1,063 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

J2 Capital Management held 1,367 shares of Lockheed Martin worth $696K as of Q2 2026.
J2 Capital Management bought 117 Lockheed Martin shares in Q2 2026, an estimated $63.3K.
Lockheed Martin made up 0.47% of J2 Capital Management's portfolio in Q2 2026, its #44 holding.
J2 Capital Management first reported a position in Lockheed Martin in Q4 2021 and has held it in 15 quarters since.
J2 Capital Management's Lockheed Martin position peaked at $755K in Q1 2026.
1,063 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on J2 Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.