Bank of Montreal’s Lockheed Martin LMT Stock Holding History

Bank of Montreal’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
2019 Q2	–	Sell	-10,000	Closed	-$3M	–	4991
2019 Q1	$3M	Buy	+10,000	New	+$2.93M	﹤0.01%	1452
2017 Q1	–	Sell	-41	Closed	-$11K	–	4100
2016 Q4	$11K	Buy	+41	New	+$10.2K	﹤0.01%	3561
2013 Q4	–	Sell	-6,040	Closed	-$770K	–	3833
2013 Q3	$770K	Buy	+6,040	New	+$733K	﹤0.01%	1579

Other funds holding LMT

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Bank of Montreal's LMT Position: Q2 2026 in Review

Bank of Montreal increased its Lockheed Martin (LMT) stake by 5% in Q2 2026, buying an estimated $22M and bringing the position to 848,173 shares worth $432M. The position accounts for 0.14% of the portfolio, ranked #127.

Bank of Montreal first reported a position in LMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $488M in Q1 2026. 2,790 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Bank of Montreal held 848,173 shares of Lockheed Martin worth $432M as of Q2 2026.
Bank of Montreal bought 40,746 Lockheed Martin shares in Q2 2026, an estimated $22M.
Lockheed Martin made up 0.14% of Bank of Montreal's portfolio in Q2 2026, its #127 holding.
Bank of Montreal first reported a position in Lockheed Martin in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's Lockheed Martin position peaked at $488M in Q1 2026.
2,790 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.