WCM
LMT icon

Whitener Capital Management’s Lockheed Martin LMT Stock Holding History

Whitener 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 		$447K Sell
878
-5
-0.6% -$2.7K 0.09% 133
2026
Q1 		$534K Sell
883
-50
-5% -$30.8K 0.12% 117
2025
Q4 		$451K Sell
933
-50
-5% -$23.9K 0.1% 123
2025
Q3 		$491K Sell
983
-10
-1% -$4.54K 0.12% 114
2025
Q2 		$460K Sell
993
-82
-8% -$38.4K 0.12% 114
2025
Q1 		$480K Sell
1,075
-602
-36% -$277K 0.14% 107
2024
Q4 		$815K Buy
1,677
+100
+6% +$54.5K 0.23% 76
2024
Q3 		$922K Buy
1,577
+105
+7% +$56.4K 0.26% 73
2024
Q2 		$688K Buy
1,472
+255
+21% +$118K 0.21% 82
2024
Q1 		$554K Buy
1,217
+184
+18% +$80.6K 0.18% 95
2023
Q4 		$468K Buy
1,033
+328
+47% +$145K 0.17% 97
2023
Q3 		$288K Buy
705
+180
+34% +$79.9K 0.12% 115
2023
Q2 		$242K Buy
525
+90
+21% +$41.8K 0.09% 126
2023
Q1 		$206K Hold
435
– – 0.09% 127
2022
Q4 		$212K Buy
+435
New +$202K 0.09% 126
2020
Q1 		– Sell
-540
Closed -$210K – 127
2019
Q4 		$210K Hold
540
– – 0.11% 130
2019
Q3 		$210K Buy
540
+23
+4% +$8.65K 0.12% 122
2019
Q2 		$187K Buy
517
+25
+5% +$8.36K 0.11% 130
2019
Q1 		$147K Buy
492
+12
+3% +$3.52K 0.1% 132
2018
Q4 		$125K Sell
480
-10
-2% -$3.03K 0.09% 138
2018
Q3 		$169K Buy
+490
New +$158K 0.11% 136
2018
Q2 		– Sell
-480
Closed -$162K – 277
2018
Q1 		$162K Buy
480
+200
+71% +$68.1K 0.12% 130
2017
Q4 		$89K Buy
+280
New +$88.3K 0.08% 154

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Whitener Capital Management reduced its Lockheed Martin (LMT) stake by 0.57% in Q2 2026, selling an estimated $2.7K and leaving 878 shares worth $447K. The position accounts for 0.09% of the portfolio, ranked #133.

Whitener Capital Management first reported a position in LMT in Q4 2017 and has held it in 23 quarters since. The position peaked at $922K in Q3 2024. 718 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Whitener Capital Management held 878 shares of Lockheed Martin worth $447K as of Q2 2026.
  • Whitener Capital Management sold 5 Lockheed Martin shares in Q2 2026, an estimated $2.7K.
  • Lockheed Martin made up 0.09% of Whitener Capital Management's portfolio in Q2 2026, its #133 holding.
  • Whitener Capital Management first reported a position in Lockheed Martin in Q4 2017 and has held it in 23 quarters since.
  • Whitener Capital Management's Lockheed Martin position peaked at $922K in Q3 2024.
  • 718 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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