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Mitchell & Pahl Private Wealth’s Lockheed Martin LMT Stock Holding History

Mitchell & Pahl Private Wealth’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 		$887K Hold
1,741
– – 0.33% 99
2026
Q1 		$1.05M Buy
1,741
+100
+6% +$61.6K 0.43% 80
2025
Q4 		$794K Buy
1,641
+52
+3% +$24.9K 0.33% 105
2025
Q3 		$793K Hold
1,589
– – 0.33% 107
2025
Q2 		$736K Buy
1,589
+33
+2% +$15.4K 0.33% 109
2025
Q1 		$695K Hold
1,556
– – 0.32% 104
2024
Q4 		$756K Sell
1,556
-17
-1% -$9.27K 0.35% 99
2024
Q3 		$920K Buy
+1,573
New +$845K 0.43% 86

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Mitchell & Pahl Private Wealth's LMT Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth held its Lockheed Martin (LMT) position steady in Q2 2026 at 1,741 shares worth $887K. The position accounts for 0.33% of the portfolio, ranked #99.

Mitchell & Pahl Private Wealth first reported a position in LMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.05M in Q1 2026. 564 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 1,741 shares of Lockheed Martin worth $887K as of Q2 2026.
  • Mitchell & Pahl Private Wealth left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.33% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #99 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Lockheed Martin in Q3 2024 and has held it in 8 quarters since.
  • Mitchell & Pahl Private Wealth's Lockheed Martin position peaked at $1.05M in Q1 2026.
  • 564 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.