SGC
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Slocum, Gordon & Co’s Lockheed Martin LMT Stock Holding History

Slocum, Gordon & Co’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 		$1.82M Sell
3,572
-61
-2% -$33K 1.21% 26
2026
Q1 		$2.2M Buy
3,633
+4
+0.1% +$2.46K 1.49% 22
2025
Q4 		$1.76M Buy
3,629
+134
+4% +$64.1K 1.27% 26
2025
Q3 		$1.74M Buy
3,495
+3,368
+2,652% +$1.53M 1.39% 23
2025
Q2 		$58.8K Hold
127
– – 0.05% 80
2025
Q1 		$56.7K Hold
127
– – 0.04% 78
2024
Q4 		$61.7K Hold
127
– – 0.05% 76
2024
Q3 		$74.2K Hold
127
– – 0.03% 76
2024
Q2 		$59.3K Hold
127
– – 0.04% 75
2024
Q1 		$57.8K Sell
127
-35
-22% -$15.3K 0.04% 79
2023
Q4 		$73.4K Buy
162
+150
+1,250% +$66.5K 0.06% 72
2023
Q3 		$4.91K Buy
+12
New +$5.32K ﹤0.01% 135
2023
Q2 		– Sell
-12
Closed -$5.67K – 140
2023
Q1 		$5.67K Hold
12
– – ﹤0.01% 119
2022
Q4 		$5.84K Buy
+12
New +$5.58K ﹤0.01% 116

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

Slocum, Gordon & Co's LMT Position: Q2 2026 in Review

Slocum, Gordon & Co reduced its Lockheed Martin (LMT) stake by 1.7% in Q2 2026, selling an estimated $33K and leaving 3,572 shares worth $1.82M. The position accounts for 1.21% of the portfolio, ranked #26.

Slocum, Gordon & Co first reported a position in LMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.2M in Q1 2026. 1,006 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Slocum, Gordon & Co held 3,572 shares of Lockheed Martin worth $1.82M as of Q2 2026.
  • Slocum, Gordon & Co sold 61 Lockheed Martin shares in Q2 2026, an estimated $33K.
  • Lockheed Martin made up 1.21% of Slocum, Gordon & Co's portfolio in Q2 2026, its #26 holding.
  • Slocum, Gordon & Co first reported a position in Lockheed Martin in Q4 2022 and has held it in 14 quarters since.
  • Slocum, Gordon & Co's Lockheed Martin position peaked at $2.2M in Q1 2026.
  • 1,006 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Slocum, Gordon & Co's 13F filing for Q2 2026, filed 23 Jul 2026.