Slagle Financial’s Lockheed Martin LMT Stock Holding History

Slagle Financial’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	$226K	Sell	443 -6,729	-94%	-$3.64M	0.07%	121
2026 Q1	$4.33M	Sell	7,172 -71	-1%	-$43.7K	1.43%	21
2025 Q4	$3.5M	Buy	7,243 +129	+2%	+$61.7K	1.22%	28
2025 Q3	$3.55M	Buy	7,114 +240	+3%	+$109K	1.3%	22
2025 Q2	$3.18M	Buy	6,874 +282	+4%	+$132K	1.28%	24
2025 Q1	$2.94M	Buy	6,592 +145	+2%	+$66.7K	1.31%	27
2024 Q4	$3.13M	Buy	6,447 +448	+7%	+$244K	1.41%	26
2024 Q3	$3.51M	Buy	5,999 +352	+6%	+$189K	1.56%	21
2024 Q2	$2.64M	Buy	5,647 +725	+15%	+$335K	1.35%	24
2024 Q1	$2.24M	Sell	4,922 -4,392	-47%	-$1.92M	1.21%	34
2023 Q4	$2.14M	Buy	9,314 +4,672	+101%	+$2.07M	1.22%	35
2023 Q3	$1.9M	Buy	4,642 +427	+10%	+$189K	1.16%	32
2023 Q2	$1.94M	Buy	+4,215	New	+$1.96M	1.21%	32

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

Slagle Financial's LMT Position: Q2 2026 in Review

Slagle Financial reduced its Lockheed Martin (LMT) stake by 94% in Q2 2026, selling an estimated $3.64M and leaving 443 shares worth $226K. The position accounts for 0.07% of the portfolio, ranked #121.

Slagle Financial first reported a position in LMT in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.33M in Q1 2026. 1,322 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Slagle Financial held 443 shares of Lockheed Martin worth $226K as of Q2 2026.
Slagle Financial sold 6,729 Lockheed Martin shares in Q2 2026, an estimated $3.64M.
Lockheed Martin made up 0.07% of Slagle Financial's portfolio in Q2 2026, its #121 holding.
Slagle Financial first reported a position in Lockheed Martin in Q2 2023 and has held it in 13 quarters since.
Slagle Financial's Lockheed Martin position peaked at $4.33M in Q1 2026.
1,322 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Slagle Financial's 13F filing for Q2 2026, filed 29 Jul 2026.