MCM
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Monarch Capital Management’s Lockheed Martin LMT Stock Holding History

Monarch 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 		$2.03M Buy
3,992
+368
+10% +$199K 0.47% 60
2026
Q1 		$2.19M Buy
3,624
+11
+0.3% +$6.78K 0.54% 55
2025
Q4 		$1.75M Buy
3,613
+13
+0.4% +$6.22K 0.43% 61
2025
Q3 		$1.8M Buy
3,600
+689
+24% +$313K 0.44% 58
2025
Q2 		$1.35M Buy
2,911
+288
+11% +$135K 0.36% 62
2025
Q1 		$1.17M Buy
2,623
+195
+8% +$89.8K 0.33% 64
2024
Q4 		$1.18M Buy
2,428
+258
+12% +$141K 0.32% 64
2024
Q3 		$1.27M Buy
2,170
+1
+0% +$537 0.34% 63
2024
Q2 		$1.01M Buy
2,169
+73
+3% +$33.7K 0.3% 67
2024
Q1 		$957K Buy
2,096
+363
+21% +$159K 0.27% 69
2023
Q4 		$785K Sell
1,733
-10
-0.6% -$4.43K 0.24% 70
2023
Q3 		$713K Buy
1,743
+19
+1% +$8.43K 0.23% 70
2023
Q2 		$794K Buy
1,724
+91
+6% +$42.2K 0.24% 71
2023
Q1 		$772K Buy
1,633
+185
+13% +$86.8K 0.24% 70
2022
Q4 		$704K Sell
1,448
-50
-3% -$23.2K 0.22% 75
2022
Q3 		$579K Buy
1,498
+14
+0.9% +$5.85K 0.19% 79
2022
Q2 		$638K Sell
1,484
-40
-3% -$17.6K 0.19% 78
2022
Q1 		$673K Buy
1,524
+146
+11% +$59.2K 0.18% 77
2021
Q4 		$490K Buy
+1,378
New +$477K 0.13% 88

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

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

Monarch Capital Management increased its Lockheed Martin (LMT) stake by 10% in Q2 2026, buying an estimated $199K and bringing the position to 3,992 shares worth $2.03M. The position accounts for 0.47% of the portfolio, ranked #60.

Monarch Capital Management first reported a position in LMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.19M in Q1 2026. 1,322 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Monarch Capital Management held 3,992 shares of Lockheed Martin worth $2.03M as of Q2 2026.
  • Monarch Capital Management bought 368 Lockheed Martin shares in Q2 2026, an estimated $199K.
  • Lockheed Martin made up 0.47% of Monarch Capital Management's portfolio in Q2 2026, its #60 holding.
  • Monarch Capital Management first reported a position in Lockheed Martin in Q4 2021 and has held it in 19 quarters since.
  • Monarch Capital Management's Lockheed Martin position peaked at $2.19M in Q1 2026.
  • 1,322 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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