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Parcion Private Wealth’s Lockheed Martin LMT Stock Holding History

Parcion Private Wealth’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 		$2.22M Buy
4,365
+155
+4% +$83.8K 0.12% 110
2026
Q1 		$2.54M Buy
4,210
+91
+2% +$56.1K 0.16% 93
2025
Q4 		$1.99M Buy
4,119
+1,272
+45% +$609K 0.12% 99
2025
Q3 		$1.42M Sell
2,847
-146
-5% -$66.2K 0.09% 113
2025
Q2 		$1.39M Buy
2,993
+119
+4% +$55.7K 0.1% 107
2025
Q1 		$1.28M Buy
2,874
+257
+10% +$118K 0.1% 113
2024
Q4 		$1.27M Hold
2,617
– – 0.1% 112
2024
Q3 		$1.53M Buy
2,617
+1,286
+97% +$690K 0.13% 98
2024
Q2 		$622K Sell
1,331
-132
-9% -$61K 0.06% 124
2024
Q1 		$665K Sell
1,463
-15
-1% -$6.57K 0.06% 124
2023
Q4 		$670K Buy
1,478
+500
+51% +$222K 0.06% 124
2023
Q3 		$400K Buy
978
+500
+105% +$222K 0.04% 147
2023
Q2 		$220K Sell
478
-281
-37% -$130K 0.02% 171
2023
Q1 		$359K Buy
759
+204
+37% +$95.7K 0.04% 151
2022
Q4 		$270K Buy
555
+4
+0.7% +$1.86K 0.03% 169
2022
Q3 		$213K Sell
551
-56
-9% -$23.4K 0.02% 184
2022
Q2 		$241K Sell
607
-96
-14% -$42.2K 0.02% 199
2022
Q1 		$313K Sell
703
-41
-6% -$16.6K 0.03% 166
2021
Q4 		$277K Sell
744
-51
-6% -$17.6K 0.03% 167
2021
Q3 		$290K Buy
795
+27
+4% +$9.77K 0.03% 172
2021
Q2 		$291K Sell
768
-105
-12% -$40.4K 0.03% 168
2021
Q1 		$323K Sell
873
-10,189
-92% -$3.5M 0.04% 162
2020
Q4 		$3.93M Sell
11,062
-833
-7% -$306K 0.52% 53
2020
Q3 		$4.53M Buy
11,895
+2,274
+24% +$868K 0.69% 24
2020
Q2 		$3.49M Buy
9,621
+194
+2% +$73.3K 0.59% 28
2020
Q1 		$3.19M Buy
9,427
+503
+6% +$198K 0.88% 20
2019
Q4 		$3.48M Buy
+8,924
New +$3.42M 0.76% 23

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

Parcion Private Wealth's LMT Position: Q2 2026 in Review

Parcion Private Wealth increased its Lockheed Martin (LMT) stake by 3.7% in Q2 2026, buying an estimated $83.8K and bringing the position to 4,365 shares worth $2.22M. The position accounts for 0.12% of the portfolio, ranked #110.

Parcion Private Wealth first reported a position in LMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.53M in Q3 2020. 983 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Parcion Private Wealth held 4,365 shares of Lockheed Martin worth $2.22M as of Q2 2026.
  • Parcion Private Wealth bought 155 Lockheed Martin shares in Q2 2026, an estimated $83.8K.
  • Lockheed Martin made up 0.12% of Parcion Private Wealth's portfolio in Q2 2026, its #110 holding.
  • Parcion Private Wealth first reported a position in Lockheed Martin in Q4 2019 and has held it in 27 quarters since.
  • Parcion Private Wealth's Lockheed Martin position peaked at $4.53M in Q3 2020.
  • 983 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.