Woodard & Company Asset Management Group’s Lockheed Martin LMT Stock Holding History

Woodard & Company Asset Management 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	$222K	Sell	435 -98	-18%	-$53K	0.03%	113
2026 Q1	$322K	Hold	533	–	–	0.05%	98
2025 Q4	$258K	Buy	533 +100	+23%	+$47.9K	0.04%	106
2025 Q3	$216K	Hold	433	–	–	0.04%	102
2025 Q2	$201K	Buy	+433	New	+$203K	0.04%	99
2025 Q1	–	Sell	-438	Closed	-$213K	–	149
2024 Q4	$213K	Buy	438 +5	+1%	+$2.73K	0.05%	93
2024 Q3	$253K	Hold	433	–	–	0.06%	82
2024 Q2	$202K	Buy	+433	New	+$200K	0.05%	89
2023 Q2	–	Sell	-456	Closed	-$216K	–	104
2023 Q1	$216K	Hold	456	–	–	0.08%	76
2022 Q4	$222K	Sell	456 -100	-18%	-$46.5K	0.08%	72
2022 Q3	$215K	Sell	556 -22	-4%	-$9.19K	0.1%	73
2022 Q2	$249K	Hold	578	–	–	0.1%	68
2022 Q1	$255K	Hold	578	–	–	0.11%	75
2021 Q4	$205K	Buy	+578	New	+$200K	0.1%	82
2021 Q3	–	Sell	-578	Closed	-$219K	–	105
2021 Q2	$219K	Hold	578	–	–	0.13%	73
2021 Q1	$214K	Hold	578	–	–	0.14%	78
2020 Q4	$205K	Hold	578	–	–	0.13%	70
2020 Q3	$222K	Hold	578	–	–	0.15%	58
2020 Q2	$211K	Buy	+578	New	+$218K	0.14%	60
2020 Q1	–	Sell	-578	Closed	-$225K	–	91
2019 Q4	$225K	Buy	578 +33	+6%	+$12.7K	0.14%	58
2019 Q3	$213K	Buy	+545	New	+$205K	0.14%	58
2018 Q4	–	Sell	-1,900	Closed	-$657K	–	135
2018 Q3	$657K	Buy	1,900 +1,400	+280%	+$452K	0.6%	24
2018 Q2	$148K	Hold	500	–	–	0.14%	55
2018 Q1	$169K	Hold	500	–	–	0.17%	47
2017 Q4	$161K	Buy	+500	New	+$158K	0.14%	55

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Woodard & Company Asset Management Group's LMT Position: Q2 2026 in Review

Woodard & Company Asset Management Group reduced its Lockheed Martin (LMT) stake by 18% in Q2 2026, selling an estimated $53K and leaving 435 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #113.

Woodard & Company Asset Management Group first reported a position in LMT in Q4 2017 and has held it in 25 quarters since. The position peaked at $657K in Q3 2018. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Woodard & Company Asset Management Group held 435 shares of Lockheed Martin worth $222K as of Q2 2026.
Woodard & Company Asset Management Group sold 98 Lockheed Martin shares in Q2 2026, an estimated $53K.
Lockheed Martin made up 0.03% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #113 holding.
Woodard & Company Asset Management Group first reported a position in Lockheed Martin in Q4 2017 and has held it in 25 quarters since.
Woodard & Company Asset Management Group's Lockheed Martin position peaked at $657K in Q3 2018.
2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.