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McElhenny Sheffield Capital Management’s Lockheed Martin LMT Stock Holding History

McElhenny Sheffield 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 		$337K Buy
662
+31
+5% +$16.8K 0.08% 65
2026
Q1 		$382K Buy
631
+4
+0.6% +$2.46K 0.09% 46
2025
Q4 		$303K Sell
627
-991
-61% -$474K 0.07% 72
2025
Q3 		$808K Buy
1,618
+26
+2% +$11.8K 0.19% 30
2025
Q2 		$737K Hold
1,592
– – 0.2% 30
2025
Q1 		$711K Sell
1,592
-8
-0.5% -$3.68K 0.27% 26
2024
Q4 		$777K Buy
1,600
+12
+0.8% +$6.54K 0.26% 22
2024
Q3 		$928K Buy
1,588
+1
+0.1% +$537 0.3% 22
2024
Q2 		$741K Hold
1,587
– – 0.26% 28
2024
Q1 		$722K Hold
1,587
– – 0.26% 30
2023
Q4 		$719K Buy
1,587
+1
+0.1% +$443 0.29% 28
2023
Q3 		$651K Hold
1,586
– – 0.33% 29
2023
Q2 		$731K Sell
1,586
-9
-0.6% -$4.18K 0.31% 34
2023
Q1 		$755K Sell
1,595
-138
-8% -$64.7K 0.4% 44
2022
Q4 		$749K Buy
1,733
+228
+15% +$106K 0.35% 43
2022
Q3 		$581K Hold
1,505
– – 0.44% 43
2022
Q2 		$647K Hold
1,505
– – 0.3% 48
2022
Q1 		$664K Hold
1,505
– – 0.23% 60
2021
Q4 		$535K Sell
1,505
-3
-0.2% -$1.04K 0.2% 68
2021
Q3 		$520K Buy
+1,508
New +$546K 0.24% 67

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

McElhenny Sheffield Capital Management's LMT Position: Q2 2026 in Review

McElhenny Sheffield Capital Management increased its Lockheed Martin (LMT) stake by 4.9% in Q2 2026, buying an estimated $16.8K and bringing the position to 662 shares worth $337K. The position accounts for 0.08% of the portfolio, ranked #65.

McElhenny Sheffield Capital Management first reported a position in LMT in Q3 2021 and has held it in 20 quarters since. The position peaked at $928K in Q3 2024. 901 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • McElhenny Sheffield Capital Management held 662 shares of Lockheed Martin worth $337K as of Q2 2026.
  • McElhenny Sheffield Capital Management bought 31 Lockheed Martin shares in Q2 2026, an estimated $16.8K.
  • Lockheed Martin made up 0.08% of McElhenny Sheffield Capital Management's portfolio in Q2 2026, its #65 holding.
  • McElhenny Sheffield Capital Management first reported a position in Lockheed Martin in Q3 2021 and has held it in 20 quarters since.
  • McElhenny Sheffield Capital Management's Lockheed Martin position peaked at $928K in Q3 2024.
  • 901 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.