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Yousif Capital Management’s Lockheed Martin LMT Stock Holding History

Yousif 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 		$6.46M Sell
12,680
-1,255
-9% -$678K 0.07% 256
2026
Q1 		$8.42M Sell
13,935
-738
-5% -$455K 0.1% 191
2025
Q4 		$8.45M Sell
14,673
-717
-5% -$343K 0.09% 191
2025
Q3 		$7.68M Sell
15,390
-1,338
-8% -$607K 0.08% 221
2025
Q2 		$7.75M Sell
16,728
-2,285
-12% -$1.07M 0.08% 222
2025
Q1 		$8.49M Sell
19,013
-369
-2% -$170K 0.1% 184
2024
Q4 		$9.42M Sell
19,382
-591
-3% -$322K 0.1% 178
2024
Q3 		$11.7M Sell
19,973
-975
-5% -$523K 0.13% 143
2024
Q2 		$9.78M Sell
20,948
-345
-2% -$159K 0.11% 164
2024
Q1 		$9.69M Sell
21,293
-597
-3% -$262K 0.11% 178
2023
Q4 		$9.92M Sell
21,890
-1,556
-7% -$689K 0.12% 157
2023
Q3 		$9.59M Sell
23,446
-938
-4% -$416K 0.12% 157
2023
Q2 		$11.2M Buy
24,384
+677
+3% +$314K 0.14% 140
2023
Q1 		$11.2M Sell
23,707
-2,322
-9% -$1.09M 0.15% 134
2022
Q4 		$12.7M Buy
26,029
+1,388
+6% +$645K 0.17% 118
2022
Q3 		$9.52M Buy
24,641
+735
+3% +$307K 0.14% 136
2022
Q2 		$10.3M Sell
23,906
-4,218
-15% -$1.85M 0.14% 133
2022
Q1 		$12.4M Sell
28,124
-2,113
-7% -$857K 0.13% 134
2021
Q4 		$10.7M Buy
+30,237
New +$10.5M 0.11% 157

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
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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 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

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

Yousif Capital Management reduced its Lockheed Martin (LMT) stake by 9% in Q2 2026, selling an estimated $678K and leaving 12,680 shares worth $6.46M. The position accounts for 0.07% of the portfolio, ranked #256.

Yousif Capital Management first reported a position in LMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.7M in Q4 2022. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Yousif Capital Management held 12,680 shares of Lockheed Martin worth $6.46M as of Q2 2026.
  • Yousif Capital Management sold 1,255 Lockheed Martin shares in Q2 2026, an estimated $678K.
  • Lockheed Martin made up 0.07% of Yousif Capital Management's portfolio in Q2 2026, its #256 holding.
  • Yousif Capital Management first reported a position in Lockheed Martin in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Lockheed Martin position peaked at $12.7M in Q4 2022.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.