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Callahan Advisors’s Lockheed Martin LMT Stock Holding History

Callahan Advisors’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 		$2.54M Buy
4,980
+90
+2% +$48.7K 0.19% 87
2026
Q1 		$2.96M Sell
4,890
-68
-1% -$41.9K 0.25% 73
2025
Q4 		$2.4M Buy
4,958
+249
+5% +$119K 0.2% 87
2025
Q3 		$2.35M Buy
4,709
+12
+0.3% +$5.45K 0.2% 82
2025
Q2 		$2.18M Buy
4,697
+824
+21% +$386K 0.2% 84
2025
Q1 		$1.73M Sell
3,873
-742
-16% -$342K 0.16% 95
2024
Q4 		$2.24M Buy
4,615
+1,454
+46% +$793K 0.21% 85
2024
Q3 		$1.85M Buy
3,161
+172
+6% +$92.3K 0.18% 84
2024
Q2 		$1.4M Sell
2,989
-9
-0.3% -$4.16K 0.15% 90
2024
Q1 		$1.36M Buy
2,998
+274
+10% +$120K 0.14% 89
2023
Q4 		$1.23M Buy
2,724
+205
+8% +$90.8K 0.14% 87
2023
Q3 		$1.03M Sell
2,519
-296
-11% -$131K 0.13% 93
2023
Q2 		$1.3M Sell
2,815
-564
-17% -$262K 0.16% 87
2023
Q1 		$1.6M Buy
3,379
+479
+17% +$225K 0.21% 82
2022
Q4 		$1.41M Sell
2,900
-465
-14% -$216K 0.19% 84
2022
Q3 		$1.3M Buy
3,365
+25
+0.7% +$10.4K 0.19% 92
2022
Q2 		$1.44M Sell
3,340
-562
-14% -$247K 0.19% 92
2022
Q1 		$1.72M Buy
3,902
+591
+18% +$240K 0.2% 97
2021
Q4 		$1.18M Sell
3,311
-605
-15% -$209K 0.13% 104
2021
Q3 		$1.35M Buy
3,916
+422
+12% +$153K 0.17% 97
2021
Q2 		$1.32M Buy
3,494
+454
+15% +$175K 0.17% 98
2021
Q1 		$1.12M Buy
3,040
+310
+11% +$106K 0.15% 100
2020
Q4 		$969K Buy
2,730
+730
+37% +$268K 0.14% 98
2020
Q3 		$767K Buy
+2,000
New +$763K 0.13% 94

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

Callahan Advisors's LMT Position: Q2 2026 in Review

Callahan Advisors increased its Lockheed Martin (LMT) stake by 1.8% in Q2 2026, buying an estimated $48.7K and bringing the position to 4,980 shares worth $2.54M. The position accounts for 0.19% of the portfolio, ranked #87.

Callahan Advisors first reported a position in LMT in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.96M in Q1 2026. 2,785 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Callahan Advisors held 4,980 shares of Lockheed Martin worth $2.54M as of Q2 2026.
  • Callahan Advisors bought 90 Lockheed Martin shares in Q2 2026, an estimated $48.7K.
  • Lockheed Martin made up 0.19% of Callahan Advisors's portfolio in Q2 2026, its #87 holding.
  • Callahan Advisors first reported a position in Lockheed Martin in Q3 2020 and has held it in 24 quarters since.
  • Callahan Advisors's Lockheed Martin position peaked at $2.96M in Q1 2026.
  • 2,785 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Callahan Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.