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1620 Investment Advisors’s Lockheed Martin LMT Stock Holding History

1620 Investment Advisors’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 		$121K Hold
237
– – 0.07% 236
2026
Q1 		$143K Sell
237
-4
-2% -$2.46K 0.1% 189
2025
Q4 		$117K Hold
241
– – 0.08% 214
2025
Q3 		$120K Sell
241
-10
-4% -$4.54K 0.08% 205
2025
Q2 		$116K Buy
251
+8
+3% +$3.75K 0.08% 210
2025
Q1 		$109K Sell
243
-664
-73% -$306K 0.08% 203
2024
Q4 		$441K Buy
907
+61
+7% +$33.3K 0.33% 93
2024
Q3 		$495K Sell
846
-1
-0.1% -$537 0.36% 84
2024
Q2 		$396K Sell
847
-1
-0.1% -$462 0.3% 95
2024
Q1 		$386K Sell
848
-11
-1% -$4.82K 0.39% 86
2023
Q4 		$389K Buy
+859
New +$381K 0.43% 81
2023
Q3 		– Sell
-970
Closed -$447K – 158
2023
Q2 		$447K Sell
970
-18
-2% -$8.36K 0.48% 71
2023
Q1 		$467K Sell
988
-796
-45% -$373K 0.56% 60
2022
Q4 		$868K Buy
1,784
+16
+0.9% +$7.43K 1.05% 29
2022
Q3 		$683K Hold
1,768
– – 1.01% 30
2022
Q2 		$760K Sell
1,768
-106
-6% -$46.5K 1.05% 27
2022
Q1 		$666K Hold
1,874
– – 0.72% 47
2021
Q4 		$666K Buy
+1,874
New +$648K 0.75% 47

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

1620 Investment Advisors's LMT Position: Q2 2026 in Review

1620 Investment Advisors held its Lockheed Martin (LMT) position steady in Q2 2026 at 237 shares worth $121K. The position accounts for 0.07% of the portfolio, ranked #236.

1620 Investment Advisors first reported a position in LMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $868K in Q4 2022. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • 1620 Investment Advisors held 237 shares of Lockheed Martin worth $121K as of Q2 2026.
  • 1620 Investment Advisors left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.07% of 1620 Investment Advisors's portfolio in Q2 2026, its #236 holding.
  • 1620 Investment Advisors first reported a position in Lockheed Martin in Q4 2021 and has held it in 18 quarters since.
  • 1620 Investment Advisors's Lockheed Martin position peaked at $868K in Q4 2022.
  • 2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.