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AM Investment Strategies’s Lockheed Martin LMT Stock Holding History

AM Investment Strategies’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 		$214K Buy
420
+2
+0.5% +$1.08K 0.04% 105
2026
Q1 		$253K Buy
+418
New +$257K 0.06% 97
2025
Q4 		– Sell
-375
Closed -$187K – 119
2025
Q3 		$187K Buy
+375
New +$170K 0.04% 107

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

AM Investment Strategies's LMT Position: Q2 2026 in Review

AM Investment Strategies increased its Lockheed Martin (LMT) stake by 0.48% in Q2 2026, buying an estimated $1.08K and bringing the position to 420 shares worth $214K. The position accounts for 0.04% of the portfolio, ranked #105.

AM Investment Strategies first reported a position in LMT in Q3 2025 and has held it in 3 quarters since. The position peaked at $253K in Q1 2026. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • AM Investment Strategies held 420 shares of Lockheed Martin worth $214K as of Q2 2026.
  • AM Investment Strategies bought 2 Lockheed Martin shares in Q2 2026, an estimated $1.08K.
  • Lockheed Martin made up 0.04% of AM Investment Strategies's portfolio in Q2 2026, its #105 holding.
  • AM Investment Strategies first reported a position in Lockheed Martin in Q3 2025 and has held it in 3 quarters since.
  • AM Investment Strategies's Lockheed Martin position peaked at $253K in Q1 2026.
  • 2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.