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Perpetual Ltd’s Lockheed Martin LMT Stock Holding History

Perpetual Ltd’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 		$1.02M Hold
2,003
– – 0.01% 225
2026
Q1 		$1.21M Sell
2,003
-1,061
-35% -$654K 0.02% 199
2025
Q4 		$1.48M Hold
3,064
– – 0.02% 205
2025
Q3 		$1.53M Buy
3,064
+347
+13% +$157K 0.02% 215
2025
Q2 		$1.26M Buy
2,717
+1,592
+142% +$745K 0.01% 227
2025
Q1 		$503K Hold
1,125
– – 0.01% 324
2024
Q4 		$547K Hold
1,125
– – 0.01% 321
2024
Q3 		$658K Hold
1,125
– – 0.01% 304
2024
Q2 		$525K Sell
1,125
-1,605
-59% -$742K 0.01% 332
2024
Q1 		$1.24M Sell
2,730
-249
-8% -$109K 0.01% 262
2023
Q4 		$1.35M Hold
2,979
– – 0.01% 239
2023
Q3 		$1.22M Buy
2,979
+870
+41% +$386K 0.01% 254
2023
Q2 		$971K Hold
2,109
– – 0.01% 320
2023
Q1 		$997K Buy
+2,109
New +$989K 0.01% 329
2020
Q3 		$4.66M Sell
12,153
-8,432
-41% -$3.22M 0.34% 109
2020
Q2 		$7.51M Buy
20,585
+3,495
+20% +$1.32M 0.7% 36
2020
Q1 		$5.79M Buy
17,090
+15,665
+1,099% +$6.16M 0.82% 33
2019
Q4 		$554K Hold
1,425
– – 0.08% 97
2019
Q3 		$556K Buy
1,425
+200
+16% +$75.2K 0.09% 94
2019
Q2 		$445K Sell
1,225
-600
-33% -$201K 0.07% 102
2019
Q1 		$548K Hold
1,825
– – 0.08% 93
2018
Q4 		$477K Hold
1,825
– – 0.07% 103
2018
Q3 		$631K Hold
1,825
– – 0.08% 92
2018
Q2 		$540K Hold
1,825
– – 0.07% 102
2018
Q1 		$617K Hold
1,825
– – 0.08% 91
2017
Q4 		$589K Buy
1,825
+200
+12% +$63.1K 0.08% 101
2017
Q3 		$516K Hold
1,625
– – 0.07% 103
2017
Q2 		$451K Hold
1,625
– – 0.04% 206
2017
Q1 		$434K Buy
+1,625
New +$426K 0.04% 143
2016
Q4 		– Sell
-2,025
Closed -$485K – 184
2016
Q3 		$485K Sell
2,025
-679
-25% -$170K 0.04% 199
2016
Q2 		$671K Sell
2,704
-400
-13% -$94.3K 0.07% 148
2016
Q1 		$688K Buy
3,104
+500
+19% +$108K 0.07% 142
2015
Q4 		$565K Buy
2,604
+100
+4% +$21.7K 0.06% 144
2015
Q3 		$519K Sell
2,504
-500
-17% -$102K 0.06% 140
2015
Q2 		$558K Buy
3,004
+300
+11% +$57.8K 0.06% 141
2015
Q1 		$549K Hold
2,704
– – 0.06% 145
2014
Q4 		$521K Buy
2,704
+1,324
+96% +$246K 0.06% 174
2014
Q3 		$252K Sell
1,380
-1,424
-51% -$242K 0.03% 175
2014
Q2 		$451K Buy
2,804
+1,480
+112% +$241K 0.04% 177
2014
Q1 		$216K Sell
1,324
-11,346
-90% -$1.78M 0.03% 179
2013
Q4 		$1.88M Buy
12,670
+1,424
+13% +$193K 0.25% 85
2013
Q3 		$1.43M Buy
11,246
+9,322
+485% +$1.13M 0.2% 103
2013
Q2 		$209K Buy
+1,924
New +$197K 0.03% 192

Other funds holding LMT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Perpetual Ltd's LMT Position: Q2 2026 in Review

Perpetual Ltd held its Lockheed Martin (LMT) position steady in Q2 2026 at 2,003 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #225.

Perpetual Ltd first reported a position in LMT in Q2 2013 and has held it in 43 quarters since. The position peaked at $7.51M in Q2 2020. 1,126 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Perpetual Ltd held 2,003 shares of Lockheed Martin worth $1.02M as of Q2 2026.
  • Perpetual Ltd left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.01% of Perpetual Ltd's portfolio in Q2 2026, its #225 holding.
  • Perpetual Ltd first reported a position in Lockheed Martin in Q2 2013 and has held it in 43 quarters since.
  • Perpetual Ltd's Lockheed Martin position peaked at $7.51M in Q2 2020.
  • 1,126 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.