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AXS Investments’s Lockheed Martin LMT Stock Holding History

AXS Investments’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
-441
Closed -$267K – 197
2026
Q1 		$267K Buy
+441
New +$272K 0.11% 108
2025
Q1 		– Sell
-778
Closed -$378K – 223
2024
Q4 		$378K Buy
778
+37
+5% +$20.2K 0.11% 202
2024
Q3 		$433K Sell
741
-420
-36% -$225K 0.12% 205
2024
Q2 		$542K Sell
1,161
-303
-21% -$140K 0.15% 195
2024
Q1 		$666K Buy
1,464
+91
+7% +$39.9K 0.16% 195
2023
Q4 		$622K Buy
1,373
+1,193
+663% +$529K 0.15% 203
2023
Q3 		$73.6K Sell
180
-1,257
-87% -$558K 0.02% 320
2023
Q2 		$662K Buy
1,437
+164
+13% +$76.1K 0.18% 184
2023
Q1 		$602K Sell
1,273
-40
-3% -$18.8K 0.2% 167
2022
Q4 		$639K Sell
1,313
-167
-11% -$77.6K 0.23% 149
2022
Q3 		$572K Sell
1,480
-174
-11% -$72.7K 0.22% 159
2022
Q2 		$711K Sell
1,654
-1,050
-39% -$461K 0.25% 151
2022
Q1 		$1.19M Buy
+2,704
New +$1.1M 0.48% 56
2021
Q2 		– Sell
-2,666
Closed -$985K – 167
2021
Q1 		$985K Buy
+2,666
New +$915K 0.35% 70

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

AXS Investments's LMT Position: Q2 2026 in Review

AXS Investments sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 441 shares — an estimated $267K sold.

AXS Investments first reported a position in LMT in Q1 2021 and held it in 14 quarters. The position peaked at $1.19M in Q1 2022. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • AXS Investments reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • AXS Investments sold 441 Lockheed Martin shares in Q2 2026, an estimated $267K.
  • AXS Investments first reported a position in Lockheed Martin in Q1 2021 and held it in 14 quarters.
  • AXS Investments's Lockheed Martin position peaked at $1.19M in Q1 2022.
  • 2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.