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Narwhal Capital Management’s Lockheed Martin LMT Stock Holding History

Narwhal 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 		$12.8M Sell
25,135
-6,990
-22% -$3.78M 0.88% 28
2026
Q1 		$19.4M Sell
32,125
-1,112
-3% -$685K 1.43% 18
2025
Q4 		$16.1M Sell
33,237
-3,228
-9% -$1.54M 1.17% 20
2025
Q3 		$18.2M Buy
36,465
+4,564
+14% +$2.07M 1.35% 17
2025
Q2 		$14.8M Buy
31,901
+373
+1% +$175K 1.19% 21
2025
Q1 		$14.1M Sell
31,528
-4,742
-13% -$2.18M 1.26% 20
2024
Q4 		$17.6M Buy
36,270
+7,642
+27% +$4.17M 1.56% 14
2024
Q3 		$16.7M Sell
28,628
-769
-3% -$413K 1.51% 16
2024
Q2 		$13.7M Buy
29,397
+3,103
+12% +$1.43M 1.3% 20
2024
Q1 		$12M Buy
26,294
+3,188
+14% +$1.4M 1.17% 23
2023
Q4 		$10.5M Buy
23,106
+4,064
+21% +$1.8M 1.14% 23
2023
Q3 		$7.79M Buy
19,042
+4,037
+27% +$1.79M 0.95% 29
2023
Q2 		$6.91M Buy
15,005
+1
+0% +$464 0.81% 34
2023
Q1 		$7.09M Sell
15,004
-888
-6% -$416K 0.89% 36
2022
Q4 		$7.73M Buy
15,892
+63
+0.4% +$29.3K 1.03% 33
2022
Q3 		$6.12M Sell
15,829
-1,011
-6% -$422K 0.89% 34
2022
Q2 		$7.24M Sell
16,840
-244
-1% -$107K 0.99% 33
2022
Q1 		$7.54M Sell
17,084
-1,465
-8% -$594K 0.88% 35
2021
Q4 		$6.59M Sell
18,549
-10,735
-37% -$3.71M 0.75% 40
2021
Q3 		$10.1M Buy
29,284
+1,380
+5% +$499K 1.28% 25
2021
Q2 		$10.6M Buy
27,904
+21
+0.1% +$8.07K 1.33% 26
2021
Q1 		$10.3M Sell
27,883
-434
-2% -$149K 1.39% 23
2020
Q4 		$10.1M Buy
28,317
+1,692
+6% +$622K 1.43% 22
2020
Q3 		$10.2M Buy
26,625
+1,413
+6% +$539K 1.65% 17
2020
Q2 		$9.2M Buy
25,212
+1,207
+5% +$456K 1.59% 16
2020
Q1 		$8.14M Buy
24,005
+4,063
+20% +$1.6M 1.75% 15
2019
Q4 		$7.76M Buy
19,942
+1,127
+6% +$432K 1.43% 18
2019
Q3 		$7.34M Buy
18,815
+715
+4% +$269K 1.48% 17
2019
Q2 		$6.58M Buy
18,100
+4,508
+33% +$1.51M 1.36% 21
2019
Q1 		$4.08M Buy
13,592
+328
+2% +$96.2K 0.89% 38
2018
Q4 		$3.47M Hold
13,264
– – 0.86% 39
2018
Q3 		$4.59M Buy
13,264
+5
+0% +$1.61K 1.01% 34
2018
Q2 		$3.92M Buy
13,259
+27
+0.2% +$8.71K 0.91% 37
2018
Q1 		$4.47M Buy
13,232
+27
+0.2% +$9.19K 1.04% 30
2017
Q4 		$4.24M Buy
13,205
+175
+1% +$55.2K 0.97% 34
2017
Q3 		$4.04M Sell
13,030
-250
-2% -$74.6K 1% 35
2017
Q2 		$3.69M Hold
13,280
– – 0.96% 36
2017
Q1 		$3.55M Hold
13,280
– – 0.99% 30
2016
Q4 		$3.32M Buy
13,280
+80
+0.6% +$20K 1% 30
2016
Q3 		$3.16M Hold
13,200
– – 0.99% 29
2016
Q2 		$3.28M Hold
13,200
– – 1.03% 28
2016
Q1 		$2.92M Hold
13,200
– – 0.95% 34
2015
Q4 		$2.87M Hold
13,200
– – 0.99% 31
2015
Q3 		$2.74M Sell
13,200
-100
-0.8% -$20.3K 1.02% 30
2015
Q2 		$2.47M Hold
13,300
– – 0.9% 37
2015
Q1 		$2.7M Hold
13,300
– – 0.99% 33
2014
Q4 		$2.56M Hold
13,300
– – 0.99% 32
2014
Q3 		$2.43M Hold
13,300
– – 0.98% 32
2014
Q2 		$2.14M Hold
13,300
– – 0.82% 42
2014
Q1 		$2.17M Hold
13,300
– – 0.9% 35
2013
Q4 		$1.98M Hold
13,300
– – 0.81% 39
2013
Q3 		$1.7M Hold
13,300
– – 0.81% 48
2013
Q2 		$1.44M Buy
+13,300
New +$1.36M 0.7% 58

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

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

Narwhal Capital Management reduced its Lockheed Martin (LMT) stake by 22% in Q2 2026, selling an estimated $3.78M and leaving 25,135 shares worth $12.8M. The position accounts for 0.88% of the portfolio, ranked #28.

Narwhal Capital Management first reported a position in LMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $19.4M in Q1 2026. 1,322 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Narwhal Capital Management held 25,135 shares of Lockheed Martin worth $12.8M as of Q2 2026.
  • Narwhal Capital Management sold 6,990 Lockheed Martin shares in Q2 2026, an estimated $3.78M.
  • Lockheed Martin made up 0.88% of Narwhal Capital Management's portfolio in Q2 2026, its #28 holding.
  • Narwhal Capital Management first reported a position in Lockheed Martin in Q2 2013 and has held it in 53 quarters since.
  • Narwhal Capital Management's Lockheed Martin position peaked at $19.4M in Q1 2026.
  • 1,322 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.