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Kavar Capital Partners Group’s Lockheed Martin LMT Stock Holding History

Kavar Capital Partners Group’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 		$4.06M Buy
7,977
+445
+6% +$241K 0.5% 47
2026
Q1 		$4.55M Sell
7,532
-130
-2% -$80.1K 0.57% 48
2025
Q4 		$3.71M Sell
7,662
-122
-2% -$58.4K 0.51% 50
2025
Q3 		$3.89M Buy
7,784
+220
+3% +$99.8K 0.52% 51
2025
Q2 		$3.5M Buy
7,564
+250
+3% +$117K 0.5% 55
2025
Q1 		$3.27M Buy
7,314
+299
+4% +$138K 0.54% 52
2024
Q4 		$3.41M Buy
7,015
+280
+4% +$153K 0.58% 50
2024
Q3 		$3.94M Hold
6,735
– – 0.62% 50
2024
Q2 		$3.15M Buy
6,735
+480
+8% +$222K 0.57% 53
2024
Q1 		$2.85M Buy
6,255
+467
+8% +$205K 0.53% 56
2023
Q4 		$2.62M Buy
+5,788
New +$2.56M 0.29% 74
2016
Q1 		– Sell
-100
Closed -$21K – 253
2015
Q4 		$21K Hold
100
– – 0.01% 222
2015
Q3 		$20K Sell
100
-100
-50% -$20.3K 0.01% 230
2015
Q2 		$37K Buy
+200
New +$38.5K 0.03% 201

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

Kavar Capital Partners Group's LMT Position: Q2 2026 in Review

Kavar Capital Partners Group increased its Lockheed Martin (LMT) stake by 5.9% in Q2 2026, buying an estimated $241K and bringing the position to 7,977 shares worth $4.06M. The position accounts for 0.5% of the portfolio, ranked #47.

Kavar Capital Partners Group first reported a position in LMT in Q2 2015 and has held it in 14 quarters since. The position peaked at $4.55M in Q1 2026. 939 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Kavar Capital Partners Group held 7,977 shares of Lockheed Martin worth $4.06M as of Q2 2026.
  • Kavar Capital Partners Group bought 445 Lockheed Martin shares in Q2 2026, an estimated $241K.
  • Lockheed Martin made up 0.5% of Kavar Capital Partners Group's portfolio in Q2 2026, its #47 holding.
  • Kavar Capital Partners Group first reported a position in Lockheed Martin in Q2 2015 and has held it in 14 quarters since.
  • Kavar Capital Partners Group's Lockheed Martin position peaked at $4.55M in Q1 2026.
  • 939 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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