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Stolper & Co’s Lockheed Martin LMT Stock Holding History

Stolper & 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 		$2.75M Sell
5,392
-82
-1% -$44.3K 0.71% 43
2026
Q1 		$3.31M Buy
5,474
+9
+0.2% +$5.54K 0.94% 34
2025
Q4 		$2.64M Buy
5,465
+58
+1% +$27.8K 0.78% 37
2025
Q3 		$2.7M Buy
+5,407
New +$2.45M 0.82% 35
2023
Q3 		– Sell
-3,860
Closed -$1.78M – 85
2023
Q2 		$1.78M Sell
3,860
-18
-0.5% -$8.36K 0.75% 41
2023
Q1 		$1.83M Buy
3,878
+42
+1% +$19.7K 0.79% 37
2022
Q4 		$1.87M Sell
3,836
-771
-17% -$358K 0.82% 37
2022
Q3 		$1.78M Buy
4,607
+310
+7% +$129K 0.88% 44
2022
Q2 		$1.85M Buy
4,297
+177
+4% +$77.7K 0.87% 45
2022
Q1 		$1.82M Buy
4,120
+161
+4% +$65.3K 0.77% 47
2021
Q4 		$1.41M Buy
3,959
+107
+3% +$37K 0.63% 51
2021
Q3 		$1.33M Buy
3,852
+155
+4% +$56.1K 0.64% 53
2021
Q2 		$1.4M Buy
3,697
+52
+1% +$20K 0.66% 48
2021
Q1 		$1.35M Buy
3,645
+744
+26% +$255K 0.69% 47
2020
Q4 		$1.03M Sell
2,901
-520
-15% -$191K 0.58% 51
2020
Q3 		$1.31M Sell
3,421
-352
-9% -$134K 0.85% 39
2020
Q2 		$1.38M Sell
3,773
-241
-6% -$91K 0.9% 39
2020
Q1 		$1.36M Buy
+4,014
New +$1.58M 0.98% 38

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Stolper & Co's LMT Position: Q2 2026 in Review

Stolper & Co reduced its Lockheed Martin (LMT) stake by 1.5% in Q2 2026, selling an estimated $44.3K and leaving 5,392 shares worth $2.75M. The position accounts for 0.71% of the portfolio, ranked #43.

Stolper & Co first reported a position in LMT in Q1 2020 and has held it in 18 quarters since. The position peaked at $3.31M in Q1 2026. 568 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Stolper & Co held 5,392 shares of Lockheed Martin worth $2.75M as of Q2 2026.
  • Stolper & Co sold 82 Lockheed Martin shares in Q2 2026, an estimated $44.3K.
  • Lockheed Martin made up 0.71% of Stolper & Co's portfolio in Q2 2026, its #43 holding.
  • Stolper & Co first reported a position in Lockheed Martin in Q1 2020 and has held it in 18 quarters since.
  • Stolper & Co's Lockheed Martin position peaked at $3.31M in Q1 2026.
  • 568 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Stolper & Co's 13F filing for Q2 2026, filed 14 Jul 2026.