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Mendel Capital Management’s Lockheed Martin LMT Stock Holding History

Mendel 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 		$1.4M Buy
2,753
+3
+0.1% +$1.62K 0.63% 39
2026
Q1 		$1.66M Buy
+2,750
New +$1.69M 0.84% 31
2025
Q3 		$1.32M Buy
2,652
+86
+3% +$39K 0.69% 37
2025
Q2 		$1.19M Buy
2,566
+26
+1% +$12.2K 0.68% 41
2025
Q1 		$1.13M Buy
2,540
+57
+2% +$26.2K 0.69% 39
2024
Q4 		$1.21M Buy
2,483
+42
+2% +$22.9K 0.73% 35
2024
Q3 		$1.43M Buy
2,441
+23
+1% +$12.3K 0.88% 28
2024
Q2 		$1.13M Sell
2,418
-3
-0.1% -$1.39K 0.73% 36
2024
Q1 		$1.1M Sell
2,421
-12
-0.5% -$5.26K 0.73% 35
2023
Q4 		$1.1M Buy
2,433
+13
+0.5% +$5.76K 0.79% 28
2023
Q3 		$990K Sell
2,420
-3
-0.1% -$1.33K 0.81% 28
2023
Q2 		$1.12M Sell
2,423
-2
-0.1% -$928 0.89% 24
2023
Q1 		$1.15M Buy
2,425
+11
+0.5% +$5.16K 1.04% 19
2022
Q4 		$1.17M Sell
2,414
-16
-0.7% -$7.43K 1.22% 19
2022
Q3 		$939K Buy
2,430
+203
+9% +$84.8K 1.1% 21
2022
Q2 		$958K Sell
2,227
-50
-2% -$22K 1.07% 22
2022
Q1 		$1M Buy
2,277
+10
+0.4% +$4.05K 0.95% 23
2021
Q4 		$806K Buy
+2,267
New +$784K 0.74% 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

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

Mendel Capital Management increased its Lockheed Martin (LMT) stake by 0.11% in Q2 2026, buying an estimated $1.62K and bringing the position to 2,753 shares worth $1.4M. The position accounts for 0.63% of the portfolio, ranked #39.

Mendel Capital Management first reported a position in LMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.66M in Q1 2026. 1,322 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Mendel Capital Management held 2,753 shares of Lockheed Martin worth $1.4M as of Q2 2026.
  • Mendel Capital Management bought 3 Lockheed Martin shares in Q2 2026, an estimated $1.62K.
  • Lockheed Martin made up 0.63% of Mendel Capital Management's portfolio in Q2 2026, its #39 holding.
  • Mendel Capital Management first reported a position in Lockheed Martin in Q4 2021 and has held it in 18 quarters since.
  • Mendel Capital Management's Lockheed Martin position peaked at $1.66M in Q1 2026.
  • 1,322 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Mendel Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.