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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
Q3 		$2.76M Buy
5,428
+36
+0.7% +$19.8K 0.71% 44
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

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
American National Bank & Trust
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Stolper & Co's LMT Position: Q3 2026 in Review

Stolper & Co increased its Lockheed Martin (LMT) stake by 0.67% in Q3 2026, buying an estimated $19.8K and bringing the position to 5,428 shares worth $2.76M. The position accounts for 0.71% of the portfolio, ranked #44.

Stolper & Co first reported a position in LMT in Q1 2020 and has held it in 19 quarters since. The position peaked at $3.31M in Q1 2026. 541 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Stolper & Co held 5,428 shares of Lockheed Martin worth $2.76M as of Q3 2026.
  • Stolper & Co bought 36 Lockheed Martin shares in Q3 2026, an estimated $19.8K.
  • Lockheed Martin made up 0.71% of Stolper & Co's portfolio in Q3 2026, its #44 holding.
  • Stolper & Co first reported a position in Lockheed Martin in Q1 2020 and has held it in 19 quarters since.
  • Stolper & Co's Lockheed Martin position peaked at $3.31M in Q1 2026.
  • 541 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Stolper & Co's 13F filing for Q3 2026, filed 13 Oct 2026.