WG
LMT icon

Welch Group’s Lockheed Martin LMT Stock Holding History

Welch Group’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 		$66.4M Buy
130,241
+3,585
+3% +$1.94M 2.27% 20
2026
Q1 		$76.5M Sell
126,656
-6,028
-5% -$3.71M 2.88% 10
2025
Q4 		$64.2M Buy
132,684
+1,999
+2% +$957K 2.47% 18
2025
Q3 		$65.2M Buy
130,685
+3,773
+3% +$1.71M 2.55% 15
2025
Q2 		$58.8M Buy
126,912
+2,709
+2% +$1.27M 2.46% 19
2025
Q1 		$54.8M Buy
124,203
+6,449
+5% +$2.97M 2.41% 23
2024
Q4 		$56.9M Buy
117,754
+1,212
+1% +$661K 2.56% 16
2024
Q3 		$68.1M Sell
116,542
-222
-0.2% -$119K 2.96% 9
2024
Q2 		$54.5M Buy
116,764
+1,398
+1% +$646K 2.62% 16
2024
Q1 		$52.5M Buy
115,366
+3,681
+3% +$1.61M 2.6% 18
2023
Q4 		$50.6M Buy
111,685
+2,245
+2% +$995K 2.73% 13
2023
Q3 		$44.8M Buy
109,440
+829
+0.8% +$368K 2.65% 18
2023
Q2 		$50M Buy
108,611
+87
+0.1% +$40.4K 2.87% 11
2023
Q1 		$51.3M Sell
108,524
-2,559
-2% -$1.2M 2.98% 11
2022
Q4 		$54M Sell
111,083
-607
-0.5% -$282K 3.09% 7
2022
Q3 		$43.1M Buy
111,690
+1,719
+2% +$718K 2.81% 14
2022
Q2 		$47.3M Buy
109,971
+552
+0.5% +$242K 2.89% 10
2022
Q1 		$48.3M Buy
109,419
+4,484
+4% +$1.82M 2.76% 12
2021
Q4 		$37.3M Buy
104,935
+2,689
+3% +$930K 2.18% 26
2021
Q3 		$35.3M Buy
102,246
+3,476
+4% +$1.26M 2.39% 23
2021
Q2 		$37.4M Buy
98,770
+3,638
+4% +$1.4M 2.55% 22
2021
Q1 		$35.2M Buy
95,132
+5,342
+6% +$1.83M 2.53% 22
2020
Q4 		$31.9M Buy
89,790
+1,558
+2% +$573K 2.56% 22
2020
Q3 		$33.8M Buy
88,232
+1,120
+1% +$427K 2.95% 13
2020
Q2 		$31.8M Buy
87,112
+315
+0.4% +$119K 2.97% 13
2020
Q1 		$29.4M Buy
86,797
+3,131
+4% +$1.23M 3.14% 10
2019
Q4 		$32.6M Sell
83,666
-100
-0.1% -$38.4K 3.21% 7
2019
Q3 		$32.7M Sell
83,766
-2,042
-2% -$768K 3.36% 7
2019
Q2 		$31.2M Buy
85,808
+335
+0.4% +$112K 3.33% 4
2019
Q1 		$25.7M Buy
85,473
+3,300
+4% +$968K 2.82% 23
2018
Q4 		$21.5M Buy
82,173
+1,129
+1% +$343K 2.64% 20
2018
Q3 		$28K Buy
81,044
+2,356
+3% +$760K 2.92% 5
2018
Q2 		$23.2M Buy
78,688
+321
+0.4% +$104K 2.9% 16
2018
Q1 		$26.5M Buy
78,367
+14,527
+23% +$4.94M 3.35% 4
2017
Q4 		$10.5M Sell
63,840
-832
-1% -$262K 1.63% 31
2017
Q3 		$20.1M Sell
64,672
-2,074
-3% -$619K 3.35% 2
2017
Q2 		$18.5M Buy
66,746
+2,589
+4% +$711K 3.09% 6
2017
Q1 		$17.2M Buy
64,157
+190
+0.3% +$49.8K 3.23% 4
2016
Q4 		$16M Buy
63,967
+283
+0.4% +$70.7K 3.13% 6
2016
Q3 		$15.3M Sell
63,684
-3,174
-5% -$794K 3.03% 8
2016
Q2 		$16.6M Sell
66,858
-18,360
-22% -$4.33M 3.38% 4
2016
Q1 		$18.9M Sell
85,218
-1,572
-2% -$338K 3.15% 9
2015
Q4 		$18.8M Sell
86,790
-1,246
-1% -$270K 3.38% 3
2015
Q3 		$18.3M Sell
88,036
-26
-0% -$5.29K 3.53% 2
2015
Q2 		$16.4M Sell
88,062
-738
-0.8% -$142K 3.1% 6
2015
Q1 		$18K Sell
88,800
-337
-0.4% -$66.5K 3.31% 3
2014
Q4 		$17.2M Sell
89,137
-1,751
-2% -$325K 3.31% 3
2014
Q3 		$16.6M Sell
90,888
-1,492
-2% -$254K 3.43% 2
2014
Q2 		$14.8M Sell
92,380
-3,172
-3% -$516K 3.07% 5
2014
Q1 		$15.6M Sell
95,552
-9,759
-9% -$1.53M 3.53% 2
2013
Q4 		$15.7M Sell
105,311
-2,985
-3% -$405K 3.55% 2
2013
Q3 		$13.8M Buy
108,296
+111
+0.1% +$13.5K 3.4% 1
2013
Q2 		$11.7M Buy
+108,185
New +$11.1M 3.05% 4

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
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Welch Group's LMT Position: Q2 2026 in Review

Welch Group increased its Lockheed Martin (LMT) stake by 2.8% in Q2 2026, buying an estimated $1.94M and bringing the position to 130,241 shares worth $66.4M. The position accounts for 2.27% of the portfolio, ranked #20.

Welch Group first reported a position in LMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $76.5M in Q1 2026. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Welch Group held 130,241 shares of Lockheed Martin worth $66.4M as of Q2 2026.
  • Welch Group bought 3,585 Lockheed Martin shares in Q2 2026, an estimated $1.94M.
  • Lockheed Martin made up 2.27% of Welch Group's portfolio in Q2 2026, its #20 holding.
  • Welch Group first reported a position in Lockheed Martin in Q2 2013 and has held it in 53 quarters since.
  • Welch Group's Lockheed Martin position peaked at $76.5M in Q1 2026.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.