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Atlas Capital Advisors’s Lockheed Martin LMT Stock Holding History

Atlas 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 		$43.8K Buy
86
+53
+161% +$28.7K ﹤0.01% 740
2026
Q1 		$19.9K Buy
33
+22
+200% +$13.6K ﹤0.01% 757
2025
Q4 		$5.32K Buy
+11
New +$5.26K ﹤0.01% 797
2025
Q2 		$4.17K Hold
9
– – ﹤0.01% 826
2025
Q1 		$4.02K Hold
9
– – ﹤0.01% 863
2024
Q4 		$4.37K Sell
9
-41
-82% -$22.4K ﹤0.01% 831
2024
Q3 		$29.2K Buy
50
+46
+1,150% +$24.7K ﹤0.01% 642
2024
Q2 		$1.87K Hold
4
– – ﹤0.01% 829
2024
Q1 		$1.82K Hold
4
– – ﹤0.01% 810
2023
Q4 		$1.81K Hold
4
– – ﹤0.01% 835
2023
Q3 		$1.64K Sell
4
-36
-90% -$16K ﹤0.01% 815
2023
Q2 		$18.4K Sell
40
-93
-70% -$43.2K ﹤0.01% 692
2023
Q1 		$62.9K Hold
133
– – 0.01% 531
2022
Q4 		$64.7K Buy
133
+4
+3% +$1.86K 0.01% 504
2022
Q3 		$49.8K Sell
129
-100
-44% -$41.8K 0.01% 533
2022
Q2 		$98.5K Buy
229
+97
+73% +$42.6K 0.02% 463
2022
Q1 		$58.3K Buy
132
+32
+32% +$13K 0.01% 522
2021
Q4 		$35.5K Sell
100
-20
-17% -$6.92K 0.01% 569
2021
Q3 		$41.4K Hold
120
– – 0.01% 542
2021
Q2 		$45.4K Hold
120
– – 0.01% 538
2021
Q1 		$44.3K Buy
+120
New +$41.2K 0.01% 504
2020
Q1 		– Sell
-23
Closed -$8.96K – 693
2019
Q4 		$8.96K Buy
+23
New +$8.83K ﹤0.01% 588
2018
Q4 		– Sell
-199
Closed -$69.1K – 587
2018
Q3 		$69.1K Sell
199
-28
-12% -$9.04K 0.02% 398
2018
Q2 		$72.1K Hold
227
– – 0.03% 374
2018
Q1 		$76.7K Buy
+227
New +$77.3K 0.02% 386

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

Atlas Capital Advisors's LMT Position: Q2 2026 in Review

Atlas Capital Advisors increased its Lockheed Martin (LMT) stake by 161% in Q2 2026, buying an estimated $28.7K and bringing the position to 86 shares worth $43.8K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Atlas Capital Advisors first reported a position in LMT in Q1 2018 and has held it in 25 quarters since. The position peaked at $98.5K in Q2 2022. 2,756 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Atlas Capital Advisors held 86 shares of Lockheed Martin worth $43.8K as of Q2 2026.
  • Atlas Capital Advisors bought 53 Lockheed Martin shares in Q2 2026, an estimated $28.7K.
  • Lockheed Martin made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #740 holding.
  • Atlas Capital Advisors first reported a position in Lockheed Martin in Q1 2018 and has held it in 25 quarters since.
  • Atlas Capital Advisors's Lockheed Martin position peaked at $98.5K in Q2 2022.
  • 2,756 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.