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Annis Gardner Whiting Capital Advisors’s Lockheed Martin LMT Stock Holding History

Annis Gardner Whiting Capital 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 		$550K Buy
1,080
+30
+3% +$16.2K 0.08% 187
2026
Q1 		$635K Buy
1,050
+466
+80% +$287K 0.1% 162
2025
Q4 		$282K Sell
584
-69
-11% -$33K 0.05% 253
2025
Q3 		$326K Sell
653
-37
-5% -$16.8K 0.07% 223
2025
Q2 		$320K Buy
690
+39
+6% +$18.3K 0.11% 163
2025
Q1 		$291K Buy
651
+10
+2% +$4.6K 0.12% 154
2024
Q4 		$312K Buy
641
+77
+14% +$42K 0.09% 174
2024
Q3 		$330K Sell
564
-2
-0.4% -$1.07K 0.09% 172
2024
Q2 		$264K Buy
566
+7
+1% +$3.23K 0.08% 190
2024
Q1 		$254K Buy
559
+228
+69% +$99.9K 0.09% 164
2023
Q4 		$150K Sell
331
-1
-0.3% -$443 0.07% 182
2023
Q3 		$136K Buy
+332
New +$147K 0.07% 173

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

Annis Gardner Whiting Capital Advisors's LMT Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Lockheed Martin (LMT) stake by 2.9% in Q2 2026, buying an estimated $16.2K and bringing the position to 1,080 shares worth $550K. The position accounts for 0.08% of the portfolio, ranked #187.

Annis Gardner Whiting Capital Advisors first reported a position in LMT in Q3 2023 and has held it in 12 quarters since. The position peaked at $635K in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 1,080 shares of Lockheed Martin worth $550K as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors bought 30 Lockheed Martin shares in Q2 2026, an estimated $16.2K.
  • Lockheed Martin made up 0.08% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #187 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Lockheed Martin in Q3 2023 and has held it in 12 quarters since.
  • Annis Gardner Whiting Capital Advisors's Lockheed Martin position peaked at $635K in Q1 2026.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.