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Blalock Williams’s Lockheed Martin LMT Stock Holding History

Blalock Williams’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 		$250K Sell
490
-46
-9% -$24.9K 0.16% 134
2026
Q1 		$324K Sell
536
-45
-8% -$27.7K 0.25% 89
2025
Q4 		$281K Sell
581
-39
-6% -$18.7K 0.22% 100
2025
Q3 		$310K Sell
620
-113
-15% -$51.3K 0.27% 92
2025
Q2 		$339K Buy
733
+129
+21% +$60.4K 0.34% 79
2025
Q1 		$270K Buy
604
+54
+10% +$24.9K 0.3% 88
2024
Q4 		$267K Buy
+550
New +$300K 0.31% 80

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

Blalock Williams's LMT Position: Q2 2026 in Review

Blalock Williams reduced its Lockheed Martin (LMT) stake by 8.6% in Q2 2026, selling an estimated $24.9K and leaving 490 shares worth $250K. The position accounts for 0.16% of the portfolio, ranked #134.

Blalock Williams first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $339K in Q2 2025. 2,784 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Blalock Williams held 490 shares of Lockheed Martin worth $250K as of Q2 2026.
  • Blalock Williams sold 46 Lockheed Martin shares in Q2 2026, an estimated $24.9K.
  • Lockheed Martin made up 0.16% of Blalock Williams's portfolio in Q2 2026, its #134 holding.
  • Blalock Williams first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • Blalock Williams's Lockheed Martin position peaked at $339K in Q2 2025.
  • 2,784 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Blalock Williams's 13F filing for Q2 2026, filed 7 Aug 2026.