Marquette Asset Management’s Lockheed Martin LMT Stock Holding History

Marquette 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	$13.2K	Hold	26	–	–	﹤0.01%	286
2026 Q1	$15.7K	Buy	26 +16	+160%	+$9.86K	﹤0.01%	188
2025 Q4	$4.84K	Sell	10 -7	-41%	-$3.35K	﹤0.01%	327
2025 Q3	$8.49K	Buy	+17	New	+$7.71K	﹤0.01%	237
2020 Q1	–	Sell	-1,816	Closed	-$707K	–	265
2019 Q4	$707K	Hold	1,816	–	–	0.23%	39
2019 Q3	$708K	Hold	1,816	–	–	0.24%	43
2019 Q2	$660K	Hold	1,816	–	–	0.22%	44
2019 Q1	$545K	Hold	1,816	–	–	0.18%	45
2018 Q4	$476K	Hold	1,816	–	–	0.18%	46
2018 Q3	$628K	Hold	1,816	–	–	0.2%	49
2018 Q2	$537K	Hold	1,816	–	–	0.18%	49
2018 Q1	$614K	Hold	1,816	–	–	0.22%	45
2017 Q4	$583K	Hold	1,816	–	–	0.22%	42
2017 Q3	$563K	Hold	1,816	–	–	0.22%	46
2017 Q2	$504K	Hold	1,816	–	–	0.21%	48
2017 Q1	$486K	Hold	1,816	–	–	0.2%	52
2016 Q4	$454K	Hold	1,816	–	–	0.2%	53
2016 Q3	$435K	Hold	1,816	–	–	0.19%	54
2016 Q2	$451K	Sell	1,816 -153	-8%	-$36.1K	0.2%	52
2016 Q1	$436K	Hold	1,969	–	–	0.19%	51
2015 Q4	$428K	Hold	1,969	–	–	0.17%	58
2015 Q3	$408K	Hold	1,969	–	–	0.18%	60
2015 Q2	$366K	Hold	1,969	–	–	0.15%	63
2015 Q1	$400K	Sell	1,969 -59	-3%	-$11.6K	0.16%	60
2014 Q4	$391K	Hold	2,028	–	–	0.16%	60
2014 Q3	$371K	Hold	2,028	–	–	0.16%	56
2014 Q2	$326K	Hold	2,028	–	–	0.13%	63
2014 Q1	$331K	Hold	2,028	–	–	0.14%	60
2013 Q4	$301K	Sell	2,028 -173	-8%	-$23.5K	0.13%	59
2013 Q3	$281K	Hold	2,201	–	–	0.13%	59
2013 Q2	$239K	Buy	+2,201	New	+$225K	0.12%	66

Other funds holding LMT

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

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

Marquette Asset Management held its Lockheed Martin (LMT) position steady in Q2 2026 at 26 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Marquette Asset Management first reported a position in LMT in Q2 2013 and has held it in 31 quarters since. The position peaked at $708K in Q3 2019. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Marquette Asset Management held 26 shares of Lockheed Martin worth $13.2K as of Q2 2026.
Marquette Asset Management left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #286 holding.
Marquette Asset Management first reported a position in Lockheed Martin in Q2 2013 and has held it in 31 quarters since.
Marquette Asset Management's Lockheed Martin position peaked at $708K in Q3 2019.
898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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