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Putney Financial Group’s Lockheed Martin LMT Stock Holding History

Putney Financial 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 		$787K Sell
1,545
-13
-0.8% -$7.03K 0.71% 25
2026
Q1 		$942K Sell
1,558
-9
-0.6% -$5.54K 0.95% 24
2025
Q4 		$758K Buy
1,567
+38
+2% +$18.2K 0.71% 26
2025
Q3 		$763K Sell
1,529
-437
-22% -$198K 0.76% 26
2025
Q2 		$911K Sell
1,966
-193
-9% -$90.3K 0.92% 23
2025
Q1 		$964K Sell
2,159
-37
-2% -$17K 1.01% 21
2024
Q4 		$1.07M Buy
+2,196
New +$1.2M 0.95% 20

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

Putney Financial Group's LMT Position: Q2 2026 in Review

Putney Financial Group reduced its Lockheed Martin (LMT) stake by 0.83% in Q2 2026, selling an estimated $7.03K and leaving 1,545 shares worth $787K. The position accounts for 0.71% of the portfolio, ranked #25.

Putney Financial Group first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.07M in Q4 2024. 805 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Putney Financial Group held 1,545 shares of Lockheed Martin worth $787K as of Q2 2026.
  • Putney Financial Group sold 13 Lockheed Martin shares in Q2 2026, an estimated $7.03K.
  • Lockheed Martin made up 0.71% of Putney Financial Group's portfolio in Q2 2026, its #25 holding.
  • Putney Financial Group first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • Putney Financial Group's Lockheed Martin position peaked at $1.07M in Q4 2024.
  • 805 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Putney Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.