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Boreal Capital Management’s Lockheed Martin LMT Stock Holding History

Boreal Capital Management’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 		$56.5K Sell
111
-69
-38% -$37.3K 0.04% 181
2026
Q1 		$109K Sell
180
-20
-10% -$12.3K 0.09% 145
2025
Q4 		$96.7K Hold
200
– – 0.07% 160
2025
Q3 		$99.8K Buy
200
+21
+12% +$9.53K 0.08% 167
2025
Q2 		$82.9K Buy
+179
New +$83.8K 0.07% 179

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

Boreal Capital Management's LMT Position: Q2 2026 in Review

Boreal Capital Management reduced its Lockheed Martin (LMT) stake by 38% in Q2 2026, selling an estimated $37.3K and leaving 111 shares worth $56.5K. The position accounts for 0.04% of the portfolio, ranked #181.

Boreal Capital Management first reported a position in LMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $109K in Q1 2026. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Boreal Capital Management held 111 shares of Lockheed Martin worth $56.5K as of Q2 2026.
  • Boreal Capital Management sold 69 Lockheed Martin shares in Q2 2026, an estimated $37.3K.
  • Lockheed Martin made up 0.04% of Boreal Capital Management's portfolio in Q2 2026, its #181 holding.
  • Boreal Capital Management first reported a position in Lockheed Martin in Q2 2025 and has held it in 5 quarters since.
  • Boreal Capital Management's Lockheed Martin position peaked at $109K in Q1 2026.
  • 2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.