Mogy Joel R Investment Counsel’s Lockheed Martin LMT Stock Holding History

Mogy Joel R Investment Counsel’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	$493K	Hold	969	–	–	0.03%	83
2026 Q1	$585K	Hold	969	–	–	0.04%	78
2025 Q4	$469K	Sell	969 -100	-9%	-$47.9K	0.03%	81
2025 Q3	$534K	Hold	1,069	–	–	0.03%	79
2025 Q2	$495K	Buy	1,069 +100	+10%	+$46.8K	0.03%	79
2025 Q1	$433K	Hold	969	–	–	0.03%	82
2024 Q4	$471K	Hold	969	–	–	0.03%	84
2024 Q3	$567K	Hold	969	–	–	0.03%	78
2024 Q2	$453K	Hold	969	–	–	0.03%	79
2024 Q1	$441K	Sell	969 -9	-0.9%	-$3.94K	0.03%	83
2023 Q4	$443K	Sell	978 -23	-2%	-$10.2K	0.03%	80
2023 Q3	$409K	Sell	1,001 -2,099	-68%	-$931K	0.03%	85
2023 Q2	$1.43M	Hold	3,100	–	–	0.11%	63
2023 Q1	$1.47M	Hold	3,100	–	–	0.13%	65
2022 Q4	$1.51M	Hold	3,100	–	–	0.15%	59
2022 Q3	$1.2M	Hold	3,100	–	–	0.13%	65
2022 Q2	$1.33M	Hold	3,100	–	–	0.13%	65
2022 Q1	$1.37M	Hold	3,100	–	–	0.11%	69
2021 Q4	$1.1M	Hold	3,100	–	–	0.08%	76
2021 Q3	$1.07M	Hold	3,100	–	–	0.09%	75
2021 Q2	$1.17M	Hold	3,100	–	–	0.1%	73
2021 Q1	$1.15M	Hold	3,100	–	–	0.11%	73
2020 Q4	$1.1M	Hold	3,100	–	–	0.11%	72
2020 Q3	$1.19M	Hold	3,100	–	–	0.13%	67
2020 Q2	$1.13M	Hold	3,100	–	–	0.14%	66
2020 Q1	$1.05M	Hold	3,100	–	–	0.15%	71
2019 Q4	$1.21M	Hold	3,100	–	–	0.14%	75
2019 Q3	$1.21M	Hold	3,100	–	–	0.15%	75
2019 Q2	$1.13M	Hold	3,100	–	–	0.15%	76
2019 Q1	$930K	Hold	3,100	–	–	0.13%	77
2018 Q4	$812K	Hold	3,100	–	–	0.13%	77
2018 Q3	$1.07M	Sell	3,100 -25	-0.8%	-$8.07K	0.14%	76
2018 Q2	$923K	Buy	3,125 +25	+0.8%	+$8.06K	0.14%	75
2018 Q1	$1.05M	Hold	3,100	–	–	0.16%	74
2017 Q4	$995K	Hold	3,100	–	–	0.16%	75
2017 Q3	$962K	Hold	3,100	–	–	0.16%	77
2017 Q2	$861K	Hold	3,100	–	–	0.15%	78
2017 Q1	$830K	Sell	3,100 -100	-3%	-$26.2K	0.14%	81
2016 Q4	$800K	Sell	3,200 -36	-1%	-$9K	0.15%	82
2016 Q3	$776K	Sell	3,236 -64	-2%	-$16K	0.14%	85
2016 Q2	$819K	Hold	3,300	–	–	0.15%	84
2016 Q1	$731K	Buy	3,300 +2,970	+900%	+$639K	0.14%	88
2015 Q4	$717	Sell	330 -2,970	-90%	-$644K	0.13%	86
2015 Q3	$684K	Hold	3,300	–	–	0.14%	91
2015 Q2	$613K	Hold	3,300	–	–	0.12%	94
2015 Q1	$670K	Hold	3,300	–	–	0.13%	96
2014 Q4	$635K	Hold	3,300	–	–	0.12%	95
2014 Q3	$603K	Hold	3,300	–	–	0.12%	98
2014 Q2	$530K	Hold	3,300	–	–	0.11%	104
2014 Q1	$539K	Hold	3,300	–	–	0.11%	102
2013 Q4	$491K	Hold	3,300	–	–	0.1%	104
2013 Q3	$421K	Hold	3,300	–	–	0.1%	107
2013 Q2	$358K	Buy	+3,300	New	+$337K	0.09%	112

Other funds holding LMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mogy Joel R Investment Counsel's LMT Position: Q2 2026 in Review

Mogy Joel R Investment Counsel held its Lockheed Martin (LMT) position steady in Q2 2026 at 969 shares worth $493K. The position accounts for 0.03% of the portfolio, ranked #83.

Mogy Joel R Investment Counsel first reported a position in LMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.51M in Q4 2022. 1,471 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Mogy Joel R Investment Counsel held 969 shares of Lockheed Martin worth $493K as of Q2 2026.
Mogy Joel R Investment Counsel left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 0.03% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #83 holding.
Mogy Joel R Investment Counsel first reported a position in Lockheed Martin in Q2 2013 and has held it in 53 quarters since.
Mogy Joel R Investment Counsel's Lockheed Martin position peaked at $1.51M in Q4 2022.
1,471 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.