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Sather Financial Group’s Lockheed Martin LMT Stock Holding History

Sather 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 		$238K Buy
467
+71
+18% +$38.4K 0.01% 106
2026
Q1 		$239K Buy
+396
New +$244K 0.01% 96
2024
Q1 		– Sell
-673
Closed -$305K – 102
2023
Q4 		$305K Sell
673
-38
-5% -$16.8K 0.02% 74
2023
Q3 		$291K Buy
711
+51
+8% +$22.6K 0.02% 77
2023
Q2 		$304K Sell
660
-220
-25% -$102K 0.02% 77
2023
Q1 		$416K Sell
880
-75,313
-99% -$35.3M 0.04% 69
2022
Q4 		$37.1M Sell
76,193
-7,288
-9% -$3.39M 3.05% 9
2022
Q3 		$32.2M Sell
83,481
-1,866
-2% -$779K 3.55% 12
2022
Q2 		$36.7M Sell
85,347
-3,549
-4% -$1.56M 3.81% 11
2022
Q1 		$39.2M Sell
88,896
-17,678
-17% -$7.17M 3.39% 11
2021
Q4 		$37.9M Buy
106,574
+9,605
+10% +$3.32M 3.28% 14
2021
Q3 		$33.5M Buy
96,969
+3,551
+4% +$1.29M 3.41% 12
2021
Q2 		$35.3M Buy
93,418
+835
+0.9% +$321K 3.71% 12
2021
Q1 		$34.2M Buy
+92,583
New +$31.8M 3.98% 11
2020
Q1 		– Sell
-674
Closed -$262K – 75
2019
Q4 		$262K Buy
+674
New +$259K 0.04% 69

Other funds holding LMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

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

Sather Financial Group increased its Lockheed Martin (LMT) stake by 18% in Q2 2026, buying an estimated $38.4K and bringing the position to 467 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #106.

Sather Financial Group first reported a position in LMT in Q4 2019 and has held it in 15 quarters since. The position peaked at $39.2M in Q1 2022. 1,256 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Sather Financial Group held 467 shares of Lockheed Martin worth $238K as of Q2 2026.
  • Sather Financial Group bought 71 Lockheed Martin shares in Q2 2026, an estimated $38.4K.
  • Lockheed Martin made up 0.01% of Sather Financial Group's portfolio in Q2 2026, its #106 holding.
  • Sather Financial Group first reported a position in Lockheed Martin in Q4 2019 and has held it in 15 quarters since.
  • Sather Financial Group's Lockheed Martin position peaked at $39.2M in Q1 2022.
  • 1,256 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Sather Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.