JGP Wealth Management’s Lockheed Martin LMT Stock Holding History

JGP Wealth 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	$2.05M	Sell	4,031 -12	-0.3%	-$6.49K	0.18%	72
2026 Q1	$2.44M	Sell	4,043 -58	-1%	-$35.7K	0.25%	63
2025 Q4	$1.98M	Sell	4,101 -108	-3%	-$51.7K	0.21%	71
2025 Q3	$2.1M	Buy	4,209 +3	+0.1%	+$1.36K	0.23%	65
2025 Q2	$1.95M	Buy	4,206 +58	+1%	+$27.1K	0.24%	63
2025 Q1	$1.85M	Buy	4,148 +167	+4%	+$76.9K	0.24%	62
2024 Q4	$1.93M	Buy	3,981 +61	+2%	+$33.3K	0.25%	61
2024 Q3	$2.29M	Sell	3,920 -62	-2%	-$33.3K	0.3%	59
2024 Q2	$1.86M	Sell	3,982 -104	-3%	-$48.1K	0.27%	61
2024 Q1	$1.86M	Sell	4,086 -18	-0.4%	-$7.89K	0.27%	63
2023 Q4	$1.86M	Sell	4,104 -377	-8%	-$167K	0.28%	61
2023 Q3	$1.83M	Buy	4,481 +218	+5%	+$96.7K	0.31%	62
2023 Q2	$1.96M	Buy	4,263 +123	+3%	+$57.1K	0.32%	58
2023 Q1	$1.96M	Buy	4,140 +110	+3%	+$51.6K	0.34%	58
2022 Q4	$1.96M	Sell	4,030 -18	-0.4%	-$8.36K	0.36%	56
2022 Q3	$1.64M	Buy	4,048 +120	+3%	+$50.1K	0.34%	59
2022 Q2	$1.67M	Buy	3,928 +76	+2%	+$33.4K	0.34%	57
2022 Q1	$1.78M	Buy	3,852 +18	+0.5%	+$7.3K	0.33%	59
2021 Q4	$1.37M	Buy	3,834 +142	+4%	+$49.1K	0.26%	65
2021 Q3	$1.27M	Buy	3,692 +8	+0.2%	+$2.9K	0.28%	64
2021 Q2	$1.39M	Sell	3,684 -688	-16%	-$265K	0.3%	60
2021 Q1	$1.62M	Buy	4,372 +7	+0.2%	+$2.4K	0.36%	54
2020 Q4	$1.47M	Sell	4,365 -14	-0.3%	-$5.15K	0.34%	55
2020 Q3	$1.68M	Sell	4,379 -64	-1%	-$24.4K	0.45%	50
2020 Q2	$1.56M	Sell	4,443 -688	-13%	-$260K	0.46%	51
2020 Q1	$1.85M	Sell	5,131 -367	-7%	-$144K	0.66%	47
2019 Q4	$2.27M	Sell	5,498 -39	-0.7%	-$15K	0.67%	52
2019 Q3	$2.09M	Sell	5,537 -174	-3%	-$65.4K	0.73%	52
2019 Q2	$2.08M	Sell	5,711 -86	-1%	-$28.8K	0.74%	51
2019 Q1	$1.74M	Buy	5,797 +16	+0.3%	+$4.69K	0.66%	54
2018 Q4	$1.51M	Sell	5,781 -36	-0.6%	-$10.9K	0.63%	56
2018 Q3	$2M	Sell	5,817 -43	-0.7%	-$13.9K	0.8%	53
2018 Q2	$1.73M	Buy	+5,860	New	+$1.89M	0.72%	57

Other funds holding LMT

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

JGP Wealth Management's LMT Position: Q2 2026 in Review

JGP Wealth Management reduced its Lockheed Martin (LMT) stake by 0.3% in Q2 2026, selling an estimated $6.49K and leaving 4,031 shares worth $2.05M. The position accounts for 0.18% of the portfolio, ranked #72.

JGP Wealth Management first reported a position in LMT in Q2 2018 and has held it in 33 quarters since. The position peaked at $2.44M in Q1 2026. 991 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

JGP Wealth Management held 4,031 shares of Lockheed Martin worth $2.05M as of Q2 2026.
JGP Wealth Management sold 12 Lockheed Martin shares in Q2 2026, an estimated $6.49K.
Lockheed Martin made up 0.18% of JGP Wealth Management's portfolio in Q2 2026, its #72 holding.
JGP Wealth Management first reported a position in Lockheed Martin in Q2 2018 and has held it in 33 quarters since.
JGP Wealth Management's Lockheed Martin position peaked at $2.44M in Q1 2026.
991 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.