WCM
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Wedge Capital Management’s Lockheed Martin LMT Stock Holding History

Wedge Capital Management’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 		$75.6M Buy
148,418
+52,559
+55% +$28.4M 1.25% 16
2026
Q1 		$57.9M Buy
95,859
+95,423
+21,886% +$58.8M 1.07% 14
2025
Q4 		$211K Sell
436
-14
-3% -$6.7K ﹤0.01% 509
2025
Q3 		$225K Sell
450
-13
-3% -$5.9K ﹤0.01% 520
2025
Q2 		$214K Buy
+463
New +$217K ﹤0.01% 504
2025
Q1 		– Sell
-134,634
Closed -$65.4M – 529
2024
Q4 		$65.4M Buy
134,634
+34,351
+34% +$18.7M 1.18% 15
2024
Q3 		$58.6M Buy
+100,283
New +$53.8M 1.01% 22
2024
Q2 		– Sell
-466
Closed -$212K – 500
2024
Q1 		$212K Buy
466
+12
+3% +$5.26K ﹤0.01% 490
2023
Q4 		$206K Buy
+454
New +$201K ﹤0.01% 481
2023
Q2 		– Sell
-438
Closed -$207K – 521
2023
Q1 		$207K Hold
438
– – ﹤0.01% 405
2022
Q4 		$213K Buy
+438
New +$204K ﹤0.01% 393
2022
Q3 		– Sell
-105,458
Closed -$45.3M – 420
2022
Q2 		$45.3M Buy
+105,458
New +$46.3M 0.72% 15
2020
Q4 		– Sell
-179,289
Closed -$68.7M – 579
2020
Q3 		$68.7M Buy
179,289
+42,403
+31% +$16.2M 0.92% 29
2020
Q2 		$50M Buy
+136,886
New +$51.7M 0.69% 46
2019
Q4 		– Sell
-120,147
Closed -$46.9M – 579
2019
Q3 		$46.9M Sell
120,147
-11,805
-9% -$4.44M 0.54% 44
2019
Q2 		$48M Sell
131,952
-7,296
-5% -$2.44M 0.55% 40
2019
Q1 		$41.8M Sell
139,248
-1,466
-1% -$430K 0.48% 61
2018
Q4 		$36.8M Buy
+140,714
New +$42.7M 0.45% 62
2018
Q2 		– Sell
-146,638
Closed -$49.6M – 598
2018
Q1 		$49.6M Buy
+146,638
New +$49.9M 0.48% 48
2017
Q4 		– Sell
-166,163
Closed -$51.6M – 600
2017
Q3 		$51.6M Sell
166,163
-45,442
-21% -$13.6M 0.48% 57
2017
Q2 		$58.7M Sell
211,605
-11,639
-5% -$3.2M 0.56% 46
2017
Q1 		$59.7M Buy
223,244
+62,990
+39% +$16.5M 0.57% 47
2016
Q4 		$40.1M Sell
160,254
-16,612
-9% -$4.15M 0.39% 90
2016
Q3 		$42.4M Buy
176,866
+9,232
+6% +$2.31M 0.43% 83
2016
Q2 		$41.6M Buy
167,634
+6,611
+4% +$1.56M 0.43% 80
2016
Q1 		$35.7M Sell
161,023
-21,652
-12% -$4.66M 0.37% 92
2015
Q4 		$39.7M Sell
182,675
-34,461
-16% -$7.48M 0.42% 73
2015
Q3 		$45M Buy
217,136
+175,465
+421% +$35.7M 0.48% 48
2015
Q2 		$7.75M Sell
41,671
-585
-1% -$113K 0.08% 254
2015
Q1 		$8.58M Sell
42,256
-3,200
-7% -$632K 0.09% 247
2014
Q4 		$8.75M Sell
45,456
-280,309
-86% -$52M 0.09% 238
2014
Q3 		$59.5M Sell
325,765
-15,625
-5% -$2.66M 0.64% 35
2014
Q2 		$54.9M Sell
341,390
-46,200
-12% -$7.51M 0.56% 42
2014
Q1 		$63.3M Sell
387,590
-30,430
-7% -$4.78M 0.66% 37
2013
Q4 		$62.1M Sell
418,020
-1,345
-0.3% -$183K 0.66% 35
2013
Q3 		$53.5M Sell
419,365
-37,005
-8% -$4.49M 0.62% 33
2013
Q2 		$49.5M Buy
+456,370
New +$46.6M 0.6% 39

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
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
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wedge Capital Management's LMT Position: Q2 2026 in Review

Wedge Capital Management increased its Lockheed Martin (LMT) stake by 55% in Q2 2026, buying an estimated $28.4M and bringing the position to 148,418 shares worth $75.6M. The position accounts for 1.25% of the portfolio, ranked #16.

Wedge Capital Management first reported a position in LMT in Q2 2013 and has held it in 37 quarters since. 487 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Wedge Capital Management held 148,418 shares of Lockheed Martin worth $75.6M as of Q2 2026.
  • Wedge Capital Management bought 52,559 Lockheed Martin shares in Q2 2026, an estimated $28.4M.
  • Lockheed Martin made up 1.25% of Wedge Capital Management's portfolio in Q2 2026, its #16 holding.
  • Wedge Capital Management first reported a position in Lockheed Martin in Q2 2013 and has held it in 37 quarters since.
  • 487 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.