Broadwater Capital’s Lockheed Martin LMT Stock Holding History

Broadwater Capital’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	$253K	Hold	497	–	–	0.18%	67
2026 Q1	$240K	Hold	497	–	–	0.18%	67
2025 Q4	$240K	Hold	497	–	–	0.18%	67
2025 Q3	$248K	Sell	497 -229,684	-100%	-$104M	0.18%	69
2025 Q2	$230M	Buy	230,181 +229,674	+45,301%	+$108M	0.18%	72
2025 Q1	$226K	Hold	507	–	–	0.18%	73
2024 Q4	$246K	Hold	507	–	–	0.19%	71
2024 Q3	$296K	Sell	507 -100	-16%	-$53.7K	0.22%	68
2024 Q2	$284K	Hold	607	–	–	0.22%	67
2024 Q1	$276K	Hold	607	–	–	0.21%	67
2023 Q4	$275K	Buy	+607	New	+$269K	0.22%	67

Other funds holding LMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Broadwater Capital's LMT Position: Q2 2026 in Review

Broadwater Capital held its Lockheed Martin (LMT) position steady in Q2 2026 at 497 shares worth $253K. The position accounts for 0.18% of the portfolio, ranked #67.

Broadwater Capital first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $230M in Q2 2025. 1,584 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Broadwater Capital held 497 shares of Lockheed Martin worth $253K as of Q2 2026.
Broadwater Capital left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 0.18% of Broadwater Capital's portfolio in Q2 2026, its #67 holding.
Broadwater Capital first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
Broadwater Capital's Lockheed Martin position peaked at $230M in Q2 2025.
1,584 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.