LTI
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Laffer Tengler Investments’s Lockheed Martin LMT Stock Holding History

Laffer Tengler Investments’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 		$208K Sell
409
-606
-60% -$328K 0.03% 178
2026
Q1 		$613K Sell
1,015
-117
-10% -$72.1K 0.09% 123
2025
Q4 		$548K Sell
1,132
-1
-0.1% -$479 0.08% 117
2025
Q3 		$566K Sell
1,133
-5,846
-84% -$2.65M 0.09% 115
2025
Q2 		$3.23M Buy
6,979
+5,781
+483% +$2.71M 0.58% 52
2025
Q1 		$535K Hold
1,198
– – 0.11% 97
2024
Q4 		$582K Sell
1,198
-5,765
-83% -$3.14M 0.11% 99
2024
Q3 		$4.07M Buy
6,963
+55
+0.8% +$29.5K 0.82% 42
2024
Q2 		$3.23M Buy
6,908
+6,153
+815% +$2.84M 0.7% 41
2024
Q1 		$343K Buy
755
+368
+95% +$161K 0.09% 121
2023
Q4 		$175K Sell
387
-1
-0.3% -$443 0.05% 152
2023
Q3 		$159K Sell
388
-128
-25% -$56.8K 0.05% 152
2023
Q2 		$238K Sell
516
-8
-2% -$3.71K 0.06% 183
2023
Q1 		$248K Sell
524
-82
-14% -$38.5K 0.07% 181
2022
Q4 		$295K Sell
606
-51
-8% -$23.7K 0.08% 173
2022
Q3 		$254K Buy
657
+12
+2% +$5.01K 0.09% 161
2022
Q2 		$278K Hold
645
– – 0.1% 156
2022
Q1 		$285K Buy
645
+20
+3% +$8.11K 0.09% 163
2021
Q4 		$222K Hold
625
– – 0.06% 191
2021
Q3 		$216K Buy
625
+457
+272% +$165K 0.06% 206
2021
Q2 		$63.6K Sell
168
-76
-31% -$29.2K 0.02% 235
2021
Q1 		$90.2K Hold
244
– – 0.03% 236
2020
Q4 		$86.4K Hold
244
– – 0.04% 226
2020
Q3 		$93.5K Hold
244
– – 0.05% 174
2020
Q2 		$89K Buy
+244
New +$92.2K 0.05% 164
2016
Q4 		– Sell
-7,306
Closed -$1.75M – 259
2016
Q3 		$1.75M Hold
7,306
– – 0.49% 70
2016
Q2 		$1.81M Buy
+7,306
New +$1.72M 0.52% 69

Other funds holding LMT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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

Laffer Tengler Investments's LMT Position: Q2 2026 in Review

Laffer Tengler Investments reduced its Lockheed Martin (LMT) stake by 60% in Q2 2026, selling an estimated $328K and leaving 409 shares worth $208K. The position accounts for 0.03% of the portfolio, ranked #178.

Laffer Tengler Investments first reported a position in LMT in Q2 2016 and has held it in 27 quarters since. The position peaked at $4.07M in Q3 2024. 1,020 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Laffer Tengler Investments held 409 shares of Lockheed Martin worth $208K as of Q2 2026.
  • Laffer Tengler Investments sold 606 Lockheed Martin shares in Q2 2026, an estimated $328K.
  • Lockheed Martin made up 0.03% of Laffer Tengler Investments's portfolio in Q2 2026, its #178 holding.
  • Laffer Tengler Investments first reported a position in Lockheed Martin in Q2 2016 and has held it in 27 quarters since.
  • Laffer Tengler Investments's Lockheed Martin position peaked at $4.07M in Q3 2024.
  • 1,020 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Laffer Tengler Investments's 13F filing for Q2 2026, filed 21 Jul 2026.