MAM
LMT icon

Marotta Asset Management’s Lockheed Martin LMT Stock Holding History

Marotta Asset 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 		$391K Hold
750
– – 0.07% 77
2026
Q1 		$463K Hold
750
– – 0.09% 67
2025
Q4 		$363K Hold
750
– – 0.07% 77
2025
Q3 		$374K Hold
750
– – 0.07% 76
2025
Q2 		$347K Sell
750
-15
-2% -$7.02K 0.07% 80
2025
Q1 		$447K Buy
765
+12
+2% +$5.52K 0.09% 81
2024
Q4 		$363K Sell
753
-12
-2% -$6.54K 0.08% 86
2024
Q3 		$447K Sell
765
-5
-0.6% -$2.68K 0.09% 81
2024
Q2 		$359K Buy
770
+8
+1% +$3.7K 0.07% 85
2024
Q1 		$347K Sell
762
-4
-0.5% -$1.75K 0.07% 82
2023
Q4 		$347K Sell
766
-66
-8% -$29.2K 0.07% 84
2023
Q3 		$340K Hold
832
– – 0.08% 81
2023
Q2 		$383K Buy
+832
New +$386K 0.09% 77
2022
Q4 		$405K Buy
832
+70
+9% +$32.5K 0.1% 74
2022
Q3 		$294K Hold
762
– – 0.08% 83
2022
Q2 		$330K Sell
762
-27
-3% -$11.9K 0.08% 82
2022
Q1 		$348K Hold
789
– – 0.08% 83
2021
Q4 		$280K Buy
789
+12
+2% +$4.15K 0.06% 91
2021
Q3 		$268K Hold
777
– – 0.06% 87
2021
Q2 		$295K Buy
777
+27
+4% +$10.4K 0.07% 83
2021
Q1 		$278K Hold
750
– – 0.07% 80
2020
Q4 		$266K Hold
750
– – 0.07% 69
2020
Q3 		$287K Hold
750
– – 0.09% 65
2020
Q2 		$274K Hold
750
– – 0.09% 69
2020
Q1 		$254K Hold
750
– – 0.1% 68
2019
Q4 		$318K Buy
+750
New +$288K 0.1% 72

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

Marotta Asset Management's LMT Position: Q2 2026 in Review

Marotta Asset Management held its Lockheed Martin (LMT) position steady in Q2 2026 at 750 shares worth $391K. The position accounts for 0.07% of the portfolio, ranked #77.

Marotta Asset Management first reported a position in LMT in Q4 2019 and has held it in 26 quarters since. The position peaked at $463K in Q1 2026. 1,007 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Marotta Asset Management held 750 shares of Lockheed Martin worth $391K as of Q2 2026.
  • Marotta Asset Management left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.07% of Marotta Asset Management's portfolio in Q2 2026, its #77 holding.
  • Marotta Asset Management first reported a position in Lockheed Martin in Q4 2019 and has held it in 26 quarters since.
  • Marotta Asset Management's Lockheed Martin position peaked at $463K in Q1 2026.
  • 1,007 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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