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

Monument 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 		$493K Sell
967
-17
-2% -$9.19K 0.1% 165
2026
Q1 		$595K Buy
984
+60
+6% +$37K 0.15% 123
2025
Q4 		$447K Sell
924
-9
-1% -$4.31K 0.11% 138
2025
Q3 		$466K Sell
933
-211
-18% -$95.7K 0.12% 141
2025
Q2 		$530K Sell
1,144
-42
-4% -$19.7K 0.14% 121
2025
Q1 		$530K Sell
1,186
-159
-12% -$73.2K 0.16% 112
2024
Q4 		$654K Buy
1,345
+38
+3% +$20.7K 0.18% 98
2024
Q3 		$764K Buy
1,307
+43
+3% +$23.1K 0.21% 88
2024
Q2 		$590K Sell
1,264
-54
-4% -$25K 0.17% 97
2024
Q1 		$600K Sell
1,318
-727
-36% -$319K 0.17% 105
2023
Q4 		$927K Sell
2,045
-60
-3% -$26.6K 0.3% 82
2023
Q3 		$861K Sell
2,105
-4,329
-67% -$1.92M 0.29% 77
2023
Q2 		$2.96M Sell
6,434
-454
-7% -$211K 0.94% 27
2023
Q1 		$3.26M Buy
6,888
+4,460
+184% +$2.09M 1.09% 22
2022
Q4 		$1.18M Sell
2,428
-7
-0.3% -$3.25K 0.4% 70
2022
Q3 		$941K Buy
2,435
+801
+49% +$334K 0.35% 75
2022
Q2 		$703K Buy
1,634
+1,010
+162% +$443K 0.27% 82
2022
Q1 		$275K Buy
+624
New +$253K 0.09% 120
2021
Q3 		– Sell
-530
Closed -$201K – 149
2021
Q2 		$201K Buy
+530
New +$204K 0.07% 140
2018
Q4 		– Sell
-7,024
Closed -$2.43M – 225
2018
Q3 		$2.43M Buy
7,024
+678
+11% +$219K 1.37% 24
2018
Q2 		$1.88M Sell
6,346
-646
-9% -$208K 1.3% 34
2018
Q1 		$2.33M Buy
6,992
+202
+3% +$68.7K 1.59% 16
2017
Q4 		$2.18M Buy
+6,790
New +$2.14M 1.54% 19

Other funds holding LMT

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 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

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

Monument Capital Management reduced its Lockheed Martin (LMT) stake by 1.7% in Q2 2026, selling an estimated $9.19K and leaving 967 shares worth $493K. The position accounts for 0.1% of the portfolio, ranked #165.

Monument Capital Management first reported a position in LMT in Q4 2017 and has held it in 23 quarters since. The position peaked at $3.26M in Q1 2023. 1,052 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Monument Capital Management held 967 shares of Lockheed Martin worth $493K as of Q2 2026.
  • Monument Capital Management sold 17 Lockheed Martin shares in Q2 2026, an estimated $9.19K.
  • Lockheed Martin made up 0.1% of Monument Capital Management's portfolio in Q2 2026, its #165 holding.
  • Monument Capital Management first reported a position in Lockheed Martin in Q4 2017 and has held it in 23 quarters since.
  • Monument Capital Management's Lockheed Martin position peaked at $3.26M in Q1 2023.
  • 1,052 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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