William B. Walkup & Associates’s Lockheed Martin LMT Stock Holding History

William B. Walkup & Associates’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	$773K	Buy	1,516 +3	+0.2%	+$1.62K	0.37%	54
2026 Q1	$676K	Sell	1,513 -7	-0.5%	-$4.31K	0.4%	56
2025 Q4	$736K	Buy	1,520 +10	+0.7%	+$4.79K	0.4%	53
2025 Q3	$754K	Hold	1,510	–	–	0.4%	51
2025 Q2	$700K	Sell	1,510 -3	-0.2%	-$1.4K	0.41%	53
2025 Q1	$676K	Buy	1,513 +145	+11%	+$66.7K	0.41%	55
2024 Q4	$665K	Sell	1,368 -7	-0.5%	-$3.82K	0.42%	53
2024 Q3	$804K	Sell	1,375 -7	-0.5%	-$3.76K	0.5%	50
2024 Q2	$646K	Buy	+1,382	New	+$639K	0.42%	55

Other funds holding LMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

William B. Walkup & Associates's LMT Position: Q2 2026 in Review

William B. Walkup & Associates increased its Lockheed Martin (LMT) stake by 0.2% in Q2 2026, buying an estimated $1.62K and bringing the position to 1,516 shares worth $773K. The position accounts for 0.37% of the portfolio, ranked #54.

William B. Walkup & Associates first reported a position in LMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $804K in Q3 2024. 1,322 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

William B. Walkup & Associates held 1,516 shares of Lockheed Martin worth $773K as of Q2 2026.
William B. Walkup & Associates bought 3 Lockheed Martin shares in Q2 2026, an estimated $1.62K.
Lockheed Martin made up 0.37% of William B. Walkup & Associates's portfolio in Q2 2026, its #54 holding.
William B. Walkup & Associates first reported a position in Lockheed Martin in Q2 2024 and has held it in 9 quarters since.
William B. Walkup & Associates's Lockheed Martin position peaked at $804K in Q3 2024.
1,322 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.