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Willner & Heller’s Lockheed Martin LMT Stock Holding History

Willner & Heller’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 		$559K Buy
1,098
+110
+11% +$59.5K 0.35% 81
2026
Q1 		$597K Buy
988
+4
+0.4% +$2.46K 0.45% 71
2025
Q4 		$476K Buy
984
+17
+2% +$8.14K 0.34% 92
2025
Q3 		$483K Buy
967
+59
+6% +$26.8K 0.37% 85
2025
Q2 		$420K Sell
908
-186
-17% -$87.1K 0.35% 91
2025
Q1 		$489K Sell
1,094
-55
-5% -$25.3K 0.45% 77
2024
Q4 		$558K Buy
1,149
+6
+0.5% +$3.27K 0.49% 67
2024
Q3 		$668K Sell
1,143
-45
-4% -$24.2K 0.6% 49
2024
Q2 		$555K Sell
1,188
-22
-2% -$10.2K 0.53% 56
2024
Q1 		$550K Buy
1,210
+2
+0.2% +$877 0.55% 59
2023
Q4 		$548K Buy
+1,208
New +$535K 0.61% 54
2022
Q4 		$606K Buy
1,245
+5
+0.4% +$2.32K 0.86% 40
2022
Q3 		$479K Buy
1,240
+13
+1% +$5.43K 0.77% 49
2022
Q2 		$527K Buy
1,227
+6
+0.5% +$2.63K 0.82% 43
2022
Q1 		$434K Sell
1,221
-131
-10% -$53.1K 0.53% 59
2021
Q4 		$467K Buy
+1,352
New +$468K 0.62% 53

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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

Willner & Heller's LMT Position: Q2 2026 in Review

Willner & Heller increased its Lockheed Martin (LMT) stake by 11% in Q2 2026, buying an estimated $59.5K and bringing the position to 1,098 shares worth $559K. The position accounts for 0.35% of the portfolio, ranked #81.

Willner & Heller first reported a position in LMT in Q4 2021 and has held it in 16 quarters since. The position peaked at $668K in Q3 2024. 487 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Willner & Heller held 1,098 shares of Lockheed Martin worth $559K as of Q2 2026.
  • Willner & Heller bought 110 Lockheed Martin shares in Q2 2026, an estimated $59.5K.
  • Lockheed Martin made up 0.35% of Willner & Heller's portfolio in Q2 2026, its #81 holding.
  • Willner & Heller first reported a position in Lockheed Martin in Q4 2021 and has held it in 16 quarters since.
  • Willner & Heller's Lockheed Martin position peaked at $668K in Q3 2024.
  • 487 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.