B&D White Capital Company’s Lockheed Martin LMT Stock Holding History

B&D White Capital Company’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	$4.64M	Buy	+9,100	New	+$4.92M	0.46%	42
2026 Q1	–	Sell	-9,300	Closed	-$4.5M	–	80
2025 Q4	$4.5M	Buy	9,300 +8,200	+745%	+$3.92M	0.52%	37
2025 Q3	$549K	Sell	1,100 -4,300	-80%	-$1.95M	0.07%	63
2025 Q2	$2.5M	Buy	5,400 +2,400	+80%	+$1.12M	0.38%	44
2025 Q1	$1.34M	Buy	+3,000	New	+$1.38M	0.2%	43
2024 Q2	–	Sell	-8,710	Closed	-$3.96M	–	55
2024 Q1	$3.96M	Sell	8,710 -9,005	-51%	-$3.95M	0.88%	18
2023 Q4	$8.03M	Sell	17,715 -76,450	-81%	-$33.9M	2.5%	13
2023 Q3	$38.5M	Buy	+94,165	New	+$41.8M	14.38%	1
2021 Q4	–	Sell	-20,524	Closed	-$7.08M	–	62
2021 Q3	$7.08M	Buy	20,524 +17,390	+555%	+$6.29M	2.73%	12
2021 Q2	$1.19M	Sell	3,134 -193,763	-98%	-$74.5M	0.53%	24
2021 Q1	$65M	Buy	196,897 +59,687	+44%	+$20.5M	34.57%	1
2020 Q4	$49M	Buy	+137,210	New	+$50.4M	27.87%	1

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

B&D White Capital Company's LMT Position: Q2 2026 in Review

B&D White Capital Company opened a new position in Lockheed Martin (LMT) in Q2 2026: 9,100 shares worth $4.64M. The stake represents 0.46% of the portfolio and ranks #42 among its holdings. This is a return to the name: B&D White Capital Company previously reported a position in LMT as recently as Q4 2025.

B&D White Capital Company first reported a position in LMT in Q4 2020 and has held it in 12 quarters since. The position peaked at $65M in Q1 2021. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

B&D White Capital Company held 9,100 shares of Lockheed Martin worth $4.64M as of Q2 2026.
Lockheed Martin was a new B&D White Capital Company position in Q2 2026.
Lockheed Martin made up 0.46% of B&D White Capital Company's portfolio in Q2 2026, its #42 holding.
B&D White Capital Company first reported a position in Lockheed Martin in Q4 2020 and has held it in 12 quarters since.
B&D White Capital Company's Lockheed Martin position peaked at $65M in Q1 2021.
2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on B&D White Capital Company's 13F filing for Q2 2026, filed 31 Jul 2026.