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Patton Fund Management’s Lockheed Martin LMT Stock Holding History

Patton Fund 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 		– Sell
-491
Closed -$297K – 310
2026
Q1 		$297K Hold
491
– – 0.05% 169
2025
Q4 		$237K Buy
+491
New +$235K 0.03% 161
2023
Q3 		– Sell
-3,657
Closed -$1.68M – 85
2023
Q2 		$1.68M Sell
3,657
-207
-5% -$96.1K 0.49% 67
2023
Q1 		$1.83M Sell
3,864
-2,610
-40% -$1.22M 0.52% 44
2022
Q4 		$3.15M Buy
+6,474
New +$3.01M 0.92% 13

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

Patton Fund Management's LMT Position: Q2 2026 in Review

Patton Fund Management sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 491 shares — an estimated $297K sold.

Patton Fund Management first reported a position in LMT in Q4 2022 and held it in 5 quarters. The position peaked at $3.15M in Q4 2022. 913 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Patton Fund Management reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Patton Fund Management sold 491 Lockheed Martin shares in Q2 2026, an estimated $297K.
  • Patton Fund Management first reported a position in Lockheed Martin in Q4 2022 and held it in 5 quarters.
  • Patton Fund Management's Lockheed Martin position peaked at $3.15M in Q4 2022.
  • 913 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.