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Woodward Diversified Capital’s Lockheed Martin LMT Stock Holding History

Woodward Diversified Capital’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 		$552K Buy
1,083
+10
+0.9% +$5.41K 0.24% 96
2026
Q1 		$636K Sell
1,073
-98
-8% -$60.4K 0.29% 88
2025
Q4 		$566K Buy
1,171
+39
+3% +$18.7K 0.26% 93
2025
Q3 		$565K Buy
1,132
+95
+9% +$43.1K 0.26% 96
2025
Q2 		$480K Buy
1,037
+445
+75% +$208K 0.24% 93
2025
Q1 		$264K Sell
592
-11
-2% -$5.06K 0.19% 110
2024
Q4 		$293K Sell
603
-455
-43% -$248K 0.22% 94
2024
Q3 		$619K Buy
1,058
+16
+2% +$8.59K 0.39% 76
2024
Q2 		$487K Buy
1,042
+7
+0.7% +$3.23K 0.29% 86
2024
Q1 		$471K Buy
1,035
+50
+5% +$21.9K 0.29% 93
2023
Q4 		$446K Sell
985
-21
-2% -$9.3K 0.28% 94
2023
Q3 		$411K Buy
1,006
+133
+15% +$59K 0.3% 82
2023
Q2 		$402K Sell
873
-31
-3% -$14.4K 0.3% 82
2023
Q1 		$427K Sell
904
-15
-2% -$7.03K 0.34% 77
2022
Q4 		$447K Sell
919
-112
-11% -$52K 0.36% 74
2022
Q3 		$398K Sell
1,031
-58
-5% -$24.2K 0.33% 77
2022
Q2 		$468K Buy
1,089
+52
+5% +$22.8K 0.36% 72
2022
Q1 		$458K Buy
1,037
+367
+55% +$149K 0.3% 85
2021
Q4 		$238K Buy
670
+38
+6% +$13.1K 0.14% 171
2021
Q3 		$218K Buy
632
+40
+7% +$14.5K 0.14% 161
2021
Q2 		$224K Sell
592
-14
-2% -$5.38K 0.13% 174
2021
Q1 		$224K Sell
606
-89
-13% -$30.5K 0.13% 173
2020
Q4 		$247K Buy
+695
New +$255K 0.16% 131

Other funds holding LMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Woodward Diversified Capital's LMT Position: Q2 2026 in Review

Woodward Diversified Capital increased its Lockheed Martin (LMT) stake by 0.93% in Q2 2026, buying an estimated $5.41K and bringing the position to 1,083 shares worth $552K. The position accounts for 0.24% of the portfolio, ranked #96.

Woodward Diversified Capital first reported a position in LMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $636K in Q1 2026. 1,322 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Woodward Diversified Capital held 1,083 shares of Lockheed Martin worth $552K as of Q2 2026.
  • Woodward Diversified Capital bought 10 Lockheed Martin shares in Q2 2026, an estimated $5.41K.
  • Lockheed Martin made up 0.24% of Woodward Diversified Capital's portfolio in Q2 2026, its #96 holding.
  • Woodward Diversified Capital first reported a position in Lockheed Martin in Q4 2020 and has held it in 23 quarters since.
  • Woodward Diversified Capital's Lockheed Martin position peaked at $636K in Q1 2026.
  • 1,322 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.