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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
2018
Q1 		– Sell
-8
Closed -$4K – 590
2017
Q4 		$4K Hold
8
– – ﹤0.01% 552
2017
Q3 		$4K Buy
+8
New +$2.39K ﹤0.01% 544

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. 2,785 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.
  • 2,785 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.