LCM
LMT icon

LVM Capital Management’s Lockheed Martin LMT Stock Holding History

LVM 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 		$4.33M Sell
8,490
-500
-6% -$270K 0.36% 46
2026
Q1 		$5.43M Sell
8,990
-623
-6% -$384K 0.51% 40
2025
Q4 		$4.65M Sell
9,613
-145
-1% -$69.4K 0.43% 44
2025
Q3 		$4.87M Sell
9,758
-892
-8% -$405K 0.47% 44
2025
Q2 		$4.93M Sell
10,650
-23,240
-69% -$10.9M 0.51% 42
2025
Q1 		$15.1M Sell
33,890
-473
-1% -$218K 1.69% 17
2024
Q4 		$16.7M Buy
34,363
+832
+2% +$454K 1.8% 15
2024
Q3 		$15.7M Hold
33,531
– – 1.78% 19
2024
Q2 		$15.7M Buy
33,531
+227
+0.7% +$105K 1.78% 19
2024
Q1 		$15.1M Buy
33,304
+1,245
+4% +$546K 1.79% 19
2023
Q4 		$14.5M Buy
32,059
+2,455
+8% +$1.09M 1.86% 17
2023
Q3 		$12.1M Buy
29,604
+3,389
+13% +$1.5M 1.71% 19
2023
Q2 		$12.1M Buy
26,215
+3,060
+13% +$1.42M 1.61% 21
2023
Q1 		$10.9M Buy
23,155
+865
+4% +$406K 1.52% 23
2022
Q4 		$10.8M Sell
22,290
-175
-0.8% -$81.3K 1.57% 22
2022
Q3 		$8.68M Buy
22,465
+197
+0.9% +$82.3K 1.33% 29
2022
Q2 		$9.57M Buy
22,268
+397
+2% +$174K 1.39% 29
2022
Q1 		$9.65M Sell
21,871
-4,350
-17% -$1.76M 1.28% 31
2021
Q4 		$9.32M Sell
26,221
-5,364
-17% -$1.86M 1.24% 30
2021
Q3 		$10.9M Buy
31,585
+1,769
+6% +$640K 1.64% 22
2021
Q2 		$11.3M Buy
29,816
+1,020
+4% +$392K 1.72% 21
2021
Q1 		$10.6M Buy
28,796
+309
+1% +$106K 1.73% 21
2020
Q4 		$10.1M Buy
28,487
+892
+3% +$328K 1.7% 22
2020
Q3 		$10.6M Buy
27,595
+670
+2% +$256K 2.05% 21
2020
Q2 		$9.82M Buy
26,925
+305
+1% +$115K 2.01% 20
2020
Q1 		$9.02M Buy
26,620
+1,420
+6% +$558K 2.22% 17
2019
Q4 		$9.81M Buy
25,200
+404
+2% +$155K 1.94% 26
2019
Q3 		$9.67M Buy
24,796
+2,252
+10% +$847K 2.05% 23
2019
Q2 		$8.2M Buy
22,544
+756
+3% +$253K 1.87% 25
2019
Q1 		$6.54M Buy
+21,788
New +$6.39M 1.5% 27

Other funds holding LMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

LVM Capital Management reduced its Lockheed Martin (LMT) stake by 5.6% in Q2 2026, selling an estimated $270K and leaving 8,490 shares worth $4.33M. The position accounts for 0.36% of the portfolio, ranked #46.

LVM Capital Management first reported a position in LMT in Q1 2019 and has held it in 30 quarters since. The position peaked at $16.7M in Q4 2024. 1,322 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • LVM Capital Management held 8,490 shares of Lockheed Martin worth $4.33M as of Q2 2026.
  • LVM Capital Management sold 500 Lockheed Martin shares in Q2 2026, an estimated $270K.
  • Lockheed Martin made up 0.36% of LVM Capital Management's portfolio in Q2 2026, its #46 holding.
  • LVM Capital Management first reported a position in Lockheed Martin in Q1 2019 and has held it in 30 quarters since.
  • LVM Capital Management's Lockheed Martin position peaked at $16.7M in Q4 2024.
  • 1,322 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.