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Advyzon Investment Management’s Lockheed Martin LMT Stock Holding History

Advyzon Investment 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 		$665K Sell
1,307
-335
-20% -$181K 0.05% 382
2026
Q1 		$992K Buy
1,642
+134
+9% +$82.5K 0.09% 231
2025
Q4 		$729K Buy
1,508
+402
+36% +$192K 0.08% 242
2025
Q3 		$552K Buy
1,106
+44
+4% +$20K 0.09% 207
2025
Q2 		$492K Buy
1,062
+62
+6% +$29K 0.11% 183
2025
Q1 		$447K Buy
1,000
+47
+5% +$21.6K 0.16% 127
2024
Q4 		$463K Buy
+953
New +$519K 0.18% 109

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Advyzon Investment Management's LMT Position: Q2 2026 in Review

Advyzon Investment Management reduced its Lockheed Martin (LMT) stake by 20% in Q2 2026, selling an estimated $181K and leaving 1,307 shares worth $665K. The position accounts for 0.05% of the portfolio, ranked #382.

Advyzon Investment Management first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $992K in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Advyzon Investment Management held 1,307 shares of Lockheed Martin worth $665K as of Q2 2026.
  • Advyzon Investment Management sold 335 Lockheed Martin shares in Q2 2026, an estimated $181K.
  • Lockheed Martin made up 0.05% of Advyzon Investment Management's portfolio in Q2 2026, its #382 holding.
  • Advyzon Investment Management first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • Advyzon Investment Management's Lockheed Martin position peaked at $992K in Q1 2026.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.