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Pullen Investment Management’s Lockheed Martin LMT Stock Holding History

Pullen Investment 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 		$1.45M Buy
2,839
+34
+1% +$18.4K 0.67% 58
2026
Q1 		$1.7M Sell
2,805
-59
-2% -$36.3K 0.85% 46
2025
Q4 		$1.39M Sell
2,864
-25
-0.9% -$12K 0.73% 56
2025
Q3 		$1.44M Sell
2,889
-1
-0% -$454 0.78% 53
2025
Q2 		$1.34M Sell
2,890
-4
-0.1% -$1.87K 0.81% 52
2025
Q1 		$1.29M Sell
2,894
-162
-5% -$74.6K 0.82% 50
2024
Q4 		$1.49M Sell
3,056
-142
-4% -$77.4K 0.97% 41
2024
Q3 		$1.87M Buy
3,198
+48
+2% +$25.8K 1.37% 22
2024
Q2 		$1.47M Sell
3,150
-68
-2% -$31.4K 1.22% 28
2024
Q1 		$1.46M Buy
+3,218
New +$1.41M 1.24% 24

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

Pullen Investment Management's LMT Position: Q2 2026 in Review

Pullen Investment Management increased its Lockheed Martin (LMT) stake by 1.2% in Q2 2026, buying an estimated $18.4K and bringing the position to 2,839 shares worth $1.45M. The position accounts for 0.67% of the portfolio, ranked #58.

Pullen Investment Management first reported a position in LMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.87M in Q3 2024. 2,784 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Pullen Investment Management held 2,839 shares of Lockheed Martin worth $1.45M as of Q2 2026.
  • Pullen Investment Management bought 34 Lockheed Martin shares in Q2 2026, an estimated $18.4K.
  • Lockheed Martin made up 0.67% of Pullen Investment Management's portfolio in Q2 2026, its #58 holding.
  • Pullen Investment Management first reported a position in Lockheed Martin in Q1 2024 and has held it in 10 quarters since.
  • Pullen Investment Management's Lockheed Martin position peaked at $1.87M in Q3 2024.
  • 2,784 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Pullen Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.