CJ
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Caitlin John’s Lockheed Martin LMT Stock Holding History

Caitlin John’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 		$73.7K Buy
145
+118
+437% +$63.8K 0.04% 306
2026
Q1 		$16.1K Buy
27
+1
+4% +$616 0.01% 458
2025
Q4 		$12.8K Sell
26
-5
-16% -$2.39K 0.01% 508
2025
Q3 		$15.4K Buy
+31
New +$14.1K 0.01% 439
2025
Q1 		– Sell
-47
Closed -$22.9K – 504
2024
Q4 		$22.9K Sell
47
-21
-31% -$11.4K 0.02% 357
2024
Q3 		$37.9K Buy
68
+3
+5% +$1.61K 0.02% 276
2024
Q2 		$30.5K Hold
65
– – 0.02% 306
2024
Q1 		$29.3K Buy
65
+29
+81% +$12.7K 0.02% 302
2023
Q4 		$16.5K Buy
+36
New +$15.9K 0.01% 359

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Caitlin John's LMT Position: Q2 2026 in Review

Caitlin John increased its Lockheed Martin (LMT) stake by 437% in Q2 2026, buying an estimated $63.8K and bringing the position to 145 shares worth $73.7K. The position accounts for 0.04% of the portfolio, ranked #306.

Caitlin John first reported a position in LMT in Q4 2023 and has held it in 9 quarters since. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Caitlin John held 145 shares of Lockheed Martin worth $73.7K as of Q2 2026.
  • Caitlin John bought 118 Lockheed Martin shares in Q2 2026, an estimated $63.8K.
  • Lockheed Martin made up 0.04% of Caitlin John's portfolio in Q2 2026, its #306 holding.
  • Caitlin John first reported a position in Lockheed Martin in Q4 2023 and has held it in 9 quarters since.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.