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Callan Family Office’s Lockheed Martin LMT Stock Holding History

Callan Family Office’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 		$5.81M Sell
11,401
-573
-5% -$310K 0.11% 176
2026
Q1 		$7.24M Sell
11,974
-258
-2% -$159K 0.16% 129
2025
Q4 		$5.92M Buy
12,232
+1,894
+18% +$906K 0.13% 170
2025
Q3 		$5.16M Sell
10,338
-19
-0.2% -$8.62K 0.16% 143
2025
Q2 		$4.8M Buy
10,357
+3,354
+48% +$1.57M 0.15% 156
2025
Q1 		$3.13M Buy
7,003
+12
+0.2% +$5.52K 0.23% 95
2024
Q4 		$3.4M Buy
6,991
+5,888
+534% +$3.21M 0.22% 90
2024
Q3 		$645K Buy
1,103
+76
+7% +$40.8K 0.11% 91
2024
Q2 		$480K Buy
1,027
+90
+10% +$41.6K 0.09% 86
2024
Q1 		$426K Sell
937
-12
-1% -$5.26K 0.1% 63
2023
Q4 		$430K Sell
949
-13
-1% -$5.76K 0.11% 61
2023
Q3 		$393K Buy
962
+120
+14% +$53.2K 0.1% 61
2023
Q2 		$388K Buy
842
+73
+9% +$33.9K 0.1% 74
2023
Q1 		$364K Buy
769
+87
+13% +$40.8K 0.09% 119
2022
Q4 		$332K Buy
+682
New +$317K 0.11% 76

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

Callan Family Office's LMT Position: Q2 2026 in Review

Callan Family Office reduced its Lockheed Martin (LMT) stake by 4.8% in Q2 2026, selling an estimated $310K and leaving 11,401 shares worth $5.81M. The position accounts for 0.11% of the portfolio, ranked #176.

Callan Family Office first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.24M in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Callan Family Office held 11,401 shares of Lockheed Martin worth $5.81M as of Q2 2026.
  • Callan Family Office sold 573 Lockheed Martin shares in Q2 2026, an estimated $310K.
  • Lockheed Martin made up 0.11% of Callan Family Office's portfolio in Q2 2026, its #176 holding.
  • Callan Family Office first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
  • Callan Family Office's Lockheed Martin position peaked at $7.24M in Q1 2026.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.