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Schnieders Capital Management’s Lockheed Martin LMT Stock Holding History

Schnieders Capital 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 		$783K Buy
1,536
+566
+58% +$306K 0.1% 113
2026
Q1 		$586K Buy
970
+100
+11% +$61.6K 0.09% 120
2025
Q4 		$421K Buy
870
+10
+1% +$4.79K 0.07% 147
2025
Q3 		$429K Sell
860
-600
-41% -$272K 0.08% 144
2025
Q2 		$676K Buy
1,460
+215
+17% +$101K 0.12% 111
2025
Q1 		$556K Sell
1,245
-4
-0.3% -$1.84K 0.12% 107
2024
Q4 		$607K Buy
1,249
+3
+0.2% +$1.64K 0.12% 106
2024
Q3 		$728K Sell
1,246
-56
-4% -$30.1K 0.14% 100
2024
Q2 		$608K Hold
1,302
– – 0.12% 104
2024
Q1 		$592K Hold
1,302
– – 0.12% 110
2023
Q4 		$590K Sell
1,302
-460
-26% -$204K 0.13% 109
2023
Q3 		$721K Buy
1,762
+160
+10% +$71K 0.16% 89
2023
Q2 		$738K Sell
1,602
-30
-2% -$13.9K 0.15% 95
2023
Q1 		$771K Buy
1,632
+320
+24% +$150K 0.17% 92
2022
Q4 		$638K Hold
1,312
– – 0.15% 101
2022
Q3 		$507K Buy
1,312
+5
+0.4% +$2.09K 0.13% 109
2022
Q2 		$562K Hold
1,307
– – 0.17% 105
2022
Q1 		$577K Buy
1,307
+75
+6% +$30.4K 0.14% 114
2021
Q4 		$438K Buy
1,232
+442
+56% +$153K 0.1% 133
2021
Q3 		$273K Buy
790
+27
+4% +$9.77K 0.07% 159
2021
Q2 		$289K Buy
763
+25
+3% +$9.61K 0.08% 159
2021
Q1 		$273K Buy
+738
New +$253K 0.08% 159

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
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

Schnieders Capital Management's LMT Position: Q2 2026 in Review

Schnieders Capital Management increased its Lockheed Martin (LMT) stake by 58% in Q2 2026, buying an estimated $306K and bringing the position to 1,536 shares worth $783K. The position accounts for 0.1% of the portfolio, ranked #113.

Schnieders Capital Management first reported a position in LMT in Q1 2021 and has held it in 22 quarters since. 1,052 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Schnieders Capital Management held 1,536 shares of Lockheed Martin worth $783K as of Q2 2026.
  • Schnieders Capital Management bought 566 Lockheed Martin shares in Q2 2026, an estimated $306K.
  • Lockheed Martin made up 0.1% of Schnieders Capital Management's portfolio in Q2 2026, its #113 holding.
  • Schnieders Capital Management first reported a position in Lockheed Martin in Q1 2021 and has held it in 22 quarters since.
  • 1,052 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Schnieders Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.