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Pachira Investments’s Lockheed Martin LMT Stock Holding History

Pachira Investments’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 		$2.9M Buy
5,688
+32
+0.6% +$17.3K 1.09% 21
2026
Q1 		$3.42M Sell
5,656
-132
-2% -$81.3K 1.6% 20
2025
Q4 		$2.8M Buy
5,788
+1,017
+21% +$487K 1.36% 22
2025
Q3 		$2.38M Sell
4,771
-67
-1% -$30.4K 1.34% 21
2025
Q2 		$2.24M Buy
4,838
+23
+0.5% +$10.8K 1.69% 15
2025
Q1 		$2.13M Buy
4,815
+15
+0.3% +$6.91K 1.49% 18
2024
Q4 		$2.32M Buy
4,800
+7
+0.1% +$3.82K 1.42% 19
2024
Q3 		$2.8M Buy
4,793
+93
+2% +$49.9K 2.16% 14
2024
Q2 		$2.2M Buy
4,700
+196
+4% +$90.6K 1.95% 14
2024
Q1 		$2.05M Sell
4,504
-197
-4% -$86.3K 1.67% 15
2023
Q4 		$2.13M Buy
4,701
+8
+0.2% +$3.54K 1.88% 14
2023
Q3 		$1.92M Buy
4,693
+414
+10% +$184K 2.16% 12
2023
Q2 		$1.97M Buy
4,279
+331
+8% +$154K 2.12% 12
2023
Q1 		$1.87M Buy
3,948
+199
+5% +$93.3K 8.06% 2
2022
Q4 		$1.82M Buy
3,749
+34
+0.9% +$15.8K 9.22% 2
2022
Q3 		$1.44M Buy
3,715
+279
+8% +$116K 6.38% 3
2022
Q2 		$1.48M Buy
3,436
+146
+4% +$64.1K 2.28% 7
2022
Q1 		$1.45M Sell
3,290
-38
-1% -$15.4K 1.12% 9
2021
Q4 		$1.18M Buy
3,328
+2
+0.1% +$692 0.76% 15
2021
Q3 		$1.15M Buy
3,326
+2
+0.1% +$724 0.82% 14
2021
Q2 		$1.26M Buy
3,324
+26
+0.8% +$10K 0.88% 12
2021
Q1 		$1.22M Sell
3,298
-691
-17% -$237K 0.9% 14
2020
Q4 		$1.42M Sell
3,989
-241
-6% -$88.6K 1.35% 10
2020
Q3 		$1.62M Buy
4,230
+190
+5% +$72.5K 2.11% 7
2020
Q2 		$1.47M Buy
4,040
+664
+20% +$251K 2.63% 6
2020
Q1 		$1.14M Buy
3,376
+3
+0.1% +$1.18K 4.59% 4
2019
Q4 		$1.31M Buy
3,373
+3
+0.1% +$1.15K 1.1% 5
2019
Q3 		$1.31M Buy
3,370
+5
+0.1% +$1.88K 1.46% 4
2019
Q2 		$1.22M Buy
3,365
+400
+13% +$134K 1.36% 4
2019
Q1 		$890K Buy
2,965
+85
+3% +$24.9K 0.8% 5
2018
Q4 		$754K Buy
2,880
+25
+0.9% +$7.58K 0.97% 4
2018
Q3 		$988K Sell
2,855
-7
-0.2% -$2.26K 0.99% 5
2018
Q2 		$845K Sell
2,862
-1,030
-26% -$332K 0.87% 6
2018
Q1 		$1.31M Buy
3,892
+30
+0.8% +$10.2K 1.1% 6
2017
Q4 		$1.24M Sell
3,862
-130
-3% -$41K 1.04% 6
2017
Q3 		$1.24M Sell
3,992
-91
-2% -$27.2K 1.09% 6
2017
Q2 		$1.13M Sell
4,083
-142
-3% -$39K 1.02% 6
2017
Q1 		$1.13M Buy
4,225
+8
+0.2% +$2.1K 1.03% 6
2016
Q4 		$1.05M Buy
+4,217
New +$1.05M 1.01% 6

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
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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Pachira Investments's LMT Position: Q2 2026 in Review

Pachira Investments increased its Lockheed Martin (LMT) stake by 0.57% in Q2 2026, buying an estimated $17.3K and bringing the position to 5,688 shares worth $2.9M. The position accounts for 1.09% of the portfolio, ranked #21.

Pachira Investments first reported a position in LMT in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.42M in Q1 2026. 935 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Pachira Investments held 5,688 shares of Lockheed Martin worth $2.9M as of Q2 2026.
  • Pachira Investments bought 32 Lockheed Martin shares in Q2 2026, an estimated $17.3K.
  • Lockheed Martin made up 1.09% of Pachira Investments's portfolio in Q2 2026, its #21 holding.
  • Pachira Investments first reported a position in Lockheed Martin in Q4 2016 and has held it in 39 quarters since.
  • Pachira Investments's Lockheed Martin position peaked at $3.42M in Q1 2026.
  • 935 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Pachira Investments's 13F filing for Q2 2026, filed 17 Jul 2026.