S.R. Schill & Associates’s Lockheed Martin LMT Stock Holding History

S.R. Schill & Associates’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	$368K	Buy	723 +16	+2%	+$8.65K	0.22%	20
2026 Q1	$427K	Hold	707	–	–	0.29%	22
2025 Q4	$342K	Hold	707	–	–	0.24%	21
2025 Q3	$353K	Hold	707	–	–	0.25%	19
2025 Q2	$327K	Sell	707 -20	-3%	-$9.36K	0.24%	20
2025 Q1	$325K	Buy	727 +20	+3%	+$9.21K	0.26%	21
2024 Q4	$344K	Hold	707	–	–	0.29%	19
2024 Q3	$413K	Hold	707	–	–	0.29%	23
2024 Q2	$330K	Hold	707	–	–	0.14%	60
2024 Q1	$322K	Hold	707	–	–	0.14%	62
2023 Q4	$320K	Buy	+707	New	+$313K	0.14%	61
2019 Q3	–	Sell	-573	Closed	-$208K	–	81
2019 Q2	$208K	Buy	+573	New	+$192K	0.13%	75

Other funds holding LMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

S.R. Schill & Associates's LMT Position: Q2 2026 in Review

S.R. Schill & Associates increased its Lockheed Martin (LMT) stake by 2.3% in Q2 2026, buying an estimated $8.65K and bringing the position to 723 shares worth $368K. The position accounts for 0.22% of the portfolio, ranked #20.

S.R. Schill & Associates first reported a position in LMT in Q2 2019 and has held it in 12 quarters since. The position peaked at $427K in Q1 2026. 1,322 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

S.R. Schill & Associates held 723 shares of Lockheed Martin worth $368K as of Q2 2026.
S.R. Schill & Associates bought 16 Lockheed Martin shares in Q2 2026, an estimated $8.65K.
Lockheed Martin made up 0.22% of S.R. Schill & Associates's portfolio in Q2 2026, its #20 holding.
S.R. Schill & Associates first reported a position in Lockheed Martin in Q2 2019 and has held it in 12 quarters since.
S.R. Schill & Associates's Lockheed Martin position peaked at $427K in Q1 2026.
1,322 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on S.R. Schill & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.