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Patten Group’s Lockheed Martin LMT Stock Holding History

Patten Group’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 		$614K Buy
1,205
+71
+6% +$38.4K 0.1% 198
2026
Q1 		$685K Sell
1,134
-321
-22% -$198K 0.12% 170
2025
Q4 		$704K Sell
1,455
-297
-17% -$142K 0.13% 163
2025
Q3 		$875K Sell
1,752
-473
-21% -$215K 0.17% 143
2025
Q2 		$1.03M Sell
2,225
-43
-2% -$20.1K 0.22% 130
2025
Q1 		$1.01M Sell
2,268
-374
-14% -$172K 0.23% 118
2024
Q4 		$1.28M Buy
2,642
+49
+2% +$26.7K 0.28% 104
2024
Q3 		$1.52M Buy
2,593
+126
+5% +$67.6K 0.34% 88
2024
Q2 		$1.15M Buy
2,467
+101
+4% +$46.7K 0.27% 103
2024
Q1 		$1.08M Sell
2,366
-263
-10% -$115K 0.26% 104
2023
Q4 		$1.19M Buy
2,629
+88
+3% +$39K 0.32% 95
2023
Q3 		$1.04M Buy
2,541
+56
+2% +$24.8K 0.31% 100
2023
Q2 		$1.14M Buy
2,485
+95
+4% +$44.1K 0.17% 92
2023
Q1 		$1.13M Buy
2,390
+102
+4% +$47.8K 0.34% 86
2022
Q4 		$1.11M Buy
2,288
+31
+1% +$14.4K 0.35% 87
2022
Q3 		$912K Buy
2,257
+148
+7% +$61.8K 0.31% 97
2022
Q2 		$890K Sell
2,109
-30
-1% -$13.2K 0.29% 104
2022
Q1 		$944K Buy
2,139
+11
+0.5% +$4.46K 0.26% 107
2021
Q4 		$756K Sell
2,128
-444
-17% -$154K 0.2% 126
2021
Q3 		$888K Buy
2,572
+184
+8% +$66.6K 0.26% 108
2021
Q2 		$903K Buy
2,388
+9
+0.4% +$3.46K 0.27% 106
2021
Q1 		$879K Sell
2,379
-480
-17% -$165K 0.28% 99
2020
Q4 		$1.01M Buy
2,859
+500
+21% +$184K 0.27% 87
2020
Q3 		$904K Buy
2,359
+140
+6% +$53.4K 0.35% 80
2020
Q2 		$810K Hold
2,219
– – 0.35% 83
2020
Q1 		$752K Sell
2,219
-81
-4% -$31.9K 0.39% 72
2019
Q4 		$896K Sell
2,300
-55
-2% -$21.1K 0.33% 92
2019
Q3 		$919K Hold
2,355
– – 0.37% 84
2019
Q2 		$856K Buy
2,355
+21
+0.9% +$7.03K 0.35% 90
2019
Q1 		$701K Buy
2,334
+60
+3% +$17.6K 0.3% 98
2018
Q4 		$595K Sell
2,274
-35
-2% -$10.6K 0.28% 90
2018
Q3 		$799K Buy
2,309
+630
+38% +$203K 0.3% 93
2018
Q2 		$496K Sell
1,679
-100
-6% -$32.3K 0.2% 118
2018
Q1 		$601K Sell
1,779
-800
-31% -$272K 0.25% 106
2017
Q4 		$828K Hold
2,579
– – 0.33% 86
2017
Q3 		$800K Sell
2,579
-37
-1% -$11K 0.32% 87
2017
Q2 		$777K Buy
2,616
+1,964
+301% +$540K 0.31% 87
2017
Q1 		$176K Buy
652
+152
+30% +$39.8K 0.08% 188
2016
Q4 		$127K Hold
500
– – 0.06% 217
2016
Q3 		$116K Hold
500
– – 0.05% 222
2016
Q2 		$124K Hold
500
– – 0.06% 215
2016
Q1 		$111K Hold
500
– – 0.05% 220
2015
Q4 		$109K Hold
500
– – 0.05% 225
2015
Q3 		$104K Hold
500
– – 0.05% 227
2015
Q2 		$93K Buy
+500
New +$96.3K 0.04% 241

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Patten Group's LMT Position: Q2 2026 in Review

Patten Group increased its Lockheed Martin (LMT) stake by 6.3% in Q2 2026, buying an estimated $38.4K and bringing the position to 1,205 shares worth $614K. The position accounts for 0.1% of the portfolio, ranked #198.

Patten Group first reported a position in LMT in Q2 2015 and has held it in 45 quarters since. The position peaked at $1.52M in Q3 2024. 2,771 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Patten Group held 1,205 shares of Lockheed Martin worth $614K as of Q2 2026.
  • Patten Group bought 71 Lockheed Martin shares in Q2 2026, an estimated $38.4K.
  • Lockheed Martin made up 0.1% of Patten Group's portfolio in Q2 2026, its #198 holding.
  • Patten Group first reported a position in Lockheed Martin in Q2 2015 and has held it in 45 quarters since.
  • Patten Group's Lockheed Martin position peaked at $1.52M in Q3 2024.
  • 2,771 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.