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Sterling Investment Counsel’s Lockheed Martin LMT Stock Holding History

Sterling Investment Counsel’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 		$295K Buy
580
+20
+4% +$10.8K 0.07% 156
2026
Q1 		$338K Sell
560
-419
-43% -$258K 0.09% 132
2025
Q4 		$476K Buy
+979
New +$469K 0.14% 99
2025
Q3 		– Sell
-956
Closed -$443K – 160
2025
Q2 		$443K Sell
956
-46
-5% -$21.5K 0.26% 63
2025
Q1 		$448K Buy
1,002
+36
+4% +$16.6K 0.15% 97
2024
Q4 		$469K Hold
966
– – 0.31% 53
2024
Q3 		$565K Sell
966
-90
-9% -$48.3K 0.2% 78
2024
Q2 		$493K Sell
1,056
-79
-7% -$36.5K 0.19% 77
2024
Q1 		$516K Buy
1,135
+43
+4% +$18.8K 0.24% 73
2023
Q4 		$495K Hold
1,092
– – 0.25% 73
2023
Q3 		$447K Hold
1,092
– – 0.26% 71
2023
Q2 		$503K Hold
1,092
– – 0.27% 64
2023
Q1 		$516K Sell
1,092
-100
-8% -$46.9K 0.31% 61
2022
Q4 		$580K Hold
1,192
– – 0.36% 52
2022
Q3 		$459K Hold
1,192
– – 0.34% 56
2022
Q2 		$512K Hold
1,192
– – 0.39% 54
2022
Q1 		$527K Sell
1,192
-183
-13% -$74.2K 0.36% 57
2021
Q4 		$489K Buy
+1,375
New +$476K 0.33% 71

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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 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

Sterling Investment Counsel's LMT Position: Q2 2026 in Review

Sterling Investment Counsel increased its Lockheed Martin (LMT) stake by 3.6% in Q2 2026, buying an estimated $10.8K and bringing the position to 580 shares worth $295K. The position accounts for 0.07% of the portfolio, ranked #156.

Sterling Investment Counsel first reported a position in LMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $580K in Q4 2022. 1,088 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Sterling Investment Counsel held 580 shares of Lockheed Martin worth $295K as of Q2 2026.
  • Sterling Investment Counsel bought 20 Lockheed Martin shares in Q2 2026, an estimated $10.8K.
  • Lockheed Martin made up 0.07% of Sterling Investment Counsel's portfolio in Q2 2026, its #156 holding.
  • Sterling Investment Counsel first reported a position in Lockheed Martin in Q4 2021 and has held it in 18 quarters since.
  • Sterling Investment Counsel's Lockheed Martin position peaked at $580K in Q4 2022.
  • 1,088 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.