A&I Financial Services’s Lockheed Martin LMT Stock Holding History

A&I Financial Services’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	–	Sell	-339	Closed	-$205K	–	78
2026 Q1	$205K	Buy	+339	New	+$209K	0.1%	69
2025 Q4	–	Sell	-424	Closed	-$212K	–	86
2025 Q3	$212K	Buy	+424	New	+$192K	0.1%	72
2025 Q1	–	Sell	-424	Closed	-$206K	–	76
2024 Q4	$206K	Buy	+424	New	+$231K	0.2%	69

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

A&I Financial Services's LMT Position: Q2 2026 in Review

A&I Financial Services sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 339 shares — an estimated $205K sold.

A&I Financial Services first reported a position in LMT in Q4 2024 and held it in 3 quarters. The position peaked at $212K in Q3 2025. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

A&I Financial Services reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
A&I Financial Services sold 339 Lockheed Martin shares in Q2 2026, an estimated $205K.
A&I Financial Services first reported a position in Lockheed Martin in Q4 2024 and held it in 3 quarters.
A&I Financial Services's Lockheed Martin position peaked at $212K in Q3 2025.
2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on A&I Financial Services's 13F filing for Q2 2026, filed 9 Jul 2026.