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Lynch & Associates’s Lockheed Martin LMT Stock Holding History

Lynch & Associates’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 		$7.79M Sell
15,282
-241
-2% -$130K 1.36% 23
2026
Q1 		$9.38M Sell
15,523
-109
-0.7% -$67.1K 1.76% 17
2025
Q4 		$7.56M Buy
15,632
+116
+0.7% +$55.5K 1.43% 22
2025
Q3 		$7.75M Sell
15,516
-237
-2% -$108K 1.5% 18
2025
Q2 		$7.3M Sell
15,753
-6
-0% -$2.81K 1.47% 19
2025
Q1 		$7.04M Sell
15,759
-141
-0.9% -$64.9K 1.52% 20
2024
Q4 		$7.73M Sell
15,900
-17
-0.1% -$9.27K 1.68% 17
2024
Q3 		$9.3M Sell
15,917
-201
-1% -$108K 1.97% 14
2024
Q2 		$7.53M Buy
16,118
+558
+4% +$258K 1.7% 17
2024
Q1 		$7.08M Sell
15,560
-759
-5% -$333K 1.63% 18
2023
Q4 		$7.4M Sell
16,319
-255
-2% -$113K 1.8% 18
2023
Q3 		$6.78M Sell
16,574
-82
-0.5% -$36.4K 1.79% 17
2023
Q2 		$7.67M Buy
16,656
+192
+1% +$89.1K 1.96% 16
2023
Q1 		$7.78M Sell
16,464
-129
-0.8% -$60.5K 2.04% 17
2022
Q4 		$8.07M Sell
16,593
-7
-0% -$3.25K 2.11% 15
2022
Q3 		$6.41M Buy
16,600
+47
+0.3% +$19.6K 1.88% 15
2022
Q2 		$7.12M Buy
16,553
+360
+2% +$158K 1.94% 15
2022
Q1 		$7.15M Buy
16,193
+597
+4% +$242K 1.73% 20
2021
Q4 		$5.54M Sell
15,596
-112
-0.7% -$38.7K 1.31% 27
2021
Q3 		$5.42M Buy
15,708
+1
+0% +$362 1.4% 25
2021
Q2 		$5.94M Buy
15,707
+253
+2% +$97.3K 1.53% 22
2021
Q1 		$5.71M Sell
15,454
-870
-5% -$298K 1.54% 24
2020
Q4 		$5.79M Sell
16,324
-225
-1% -$82.7K 1.58% 20
2020
Q3 		$6.34M Sell
16,549
-287
-2% -$110K 1.9% 14
2020
Q2 		$6.14M Buy
16,836
+331
+2% +$125K 1.99% 14
2020
Q1 		$5.59M Sell
16,505
-231
-1% -$90.9K 2.06% 13
2019
Q4 		$6.52M Buy
16,736
+180
+1% +$69.1K 1.87% 17
2019
Q3 		$6.46M Buy
16,556
+44
+0.3% +$16.5K 1.98% 16
2019
Q2 		$6M Buy
16,512
+280
+2% +$93.7K 1.95% 18
2019
Q1 		$4.87M Buy
16,232
+245
+2% +$71.9K 1.62% 26
2018
Q4 		$4.19M Sell
15,987
-35
-0.2% -$10.6K 1.56% 28
2018
Q3 		$5.54M Buy
16,022
+357
+2% +$115K 1.87% 18
2018
Q2 		$4.63M Buy
15,665
+461
+3% +$149K 1.68% 23
2018
Q1 		$5.14M Buy
15,204
+90
+0.6% +$30.6K 1.96% 18
2017
Q4 		$4.85M Buy
15,114
+230
+2% +$72.5K 1.82% 23
2017
Q3 		$4.62M Buy
14,884
+261
+2% +$77.9K 1.83% 21
2017
Q2 		$4.06M Buy
14,623
+225
+2% +$61.8K 1.6% 23
2017
Q1 		$3.85M Buy
14,398
+441
+3% +$115K 1.57% 22
2016
Q4 		$3.49M Buy
13,957
+726
+5% +$181K 1.47% 23
2016
Q3 		$3.17M Sell
13,231
-75
-0.6% -$18.8K 1.4% 25
2016
Q2 		$3.3M Buy
13,306
+400
+3% +$94.3K 1.48% 22
2016
Q1 		$2.86M Buy
12,906
+1,766
+16% +$380K 1.36% 26
2015
Q4 		$2.42M Buy
11,140
+354
+3% +$76.8K 1.24% 26
2015
Q3 		$2.24M Buy
10,786
+160
+2% +$32.6K 1.24% 26
2015
Q2 		$1.98M Buy
10,626
+451
+4% +$86.8K 1.03% 32
2015
Q1 		$2.06M Buy
10,175
+595
+6% +$117K 1.09% 33
2014
Q4 		$1.84M Buy
9,580
+577
+6% +$107K 0.99% 34
2014
Q3 		$1.65M Buy
9,003
+475
+6% +$80.9K 0.92% 36
2014
Q2 		$1.37M Buy
8,528
+125
+1% +$20.3K 0.78% 40
2014
Q1 		$1.37M Buy
8,403
+251
+3% +$39.4K 0.81% 40
2013
Q4 		$1.21M Buy
8,152
+1,925
+31% +$261K 0.72% 42
2013
Q3 		$794K Buy
6,227
+1
+0% +$121 0.53% 49
2013
Q2 		$675K Buy
+6,226
New +$636K 0.47% 55

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

Lynch & Associates's LMT Position: Q2 2026 in Review

Lynch & Associates reduced its Lockheed Martin (LMT) stake by 1.6% in Q2 2026, selling an estimated $130K and leaving 15,282 shares worth $7.79M. The position accounts for 1.36% of the portfolio, ranked #23.

Lynch & Associates first reported a position in LMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.38M in Q1 2026. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Lynch & Associates held 15,282 shares of Lockheed Martin worth $7.79M as of Q2 2026.
  • Lynch & Associates sold 241 Lockheed Martin shares in Q2 2026, an estimated $130K.
  • Lockheed Martin made up 1.36% of Lynch & Associates's portfolio in Q2 2026, its #23 holding.
  • Lynch & Associates first reported a position in Lockheed Martin in Q2 2013 and has held it in 53 quarters since.
  • Lynch & Associates's Lockheed Martin position peaked at $9.38M in Q1 2026.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.