Capital Advantage’s Lockheed Martin LMT Stock Holding History

Capital Advantage’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	$300K	Sell	589 -3	-0.5%	-$1.62K	0.04%	124
2026 Q1	$358K	Hold	592	–	–	0.05%	113
2025 Q4	$286K	Buy	592 +16	+3%	+$7.66K	0.04%	125
2025 Q3	$288K	Sell	576 -29	-5%	-$13.2K	0.04%	119
2025 Q2	$280K	Sell	605 -57	-9%	-$26.7K	0.04%	119
2025 Q1	$322K	Hold	662	–	–	0.06%	108
2024 Q4	$322K	Buy	+662	New	+$361K	0.06%	108
2020 Q4	–	Sell	-1,316	Closed	-$484K	–	108
2020 Q3	$504K	Sell	1,316 -1,134	-46%	-$433K	0.17%	48
2020 Q2	$894K	Buy	+2,450	New	+$925K	0.32%	33

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Capital Advantage's LMT Position: Q2 2026 in Review

Capital Advantage reduced its Lockheed Martin (LMT) stake by 0.51% in Q2 2026, selling an estimated $1.62K and leaving 589 shares worth $300K. The position accounts for 0.04% of the portfolio, ranked #124.

Capital Advantage first reported a position in LMT in Q2 2020 and has held it in 9 quarters since. The position peaked at $894K in Q2 2020. 2,776 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Capital Advantage held 589 shares of Lockheed Martin worth $300K as of Q2 2026.
Capital Advantage sold 3 Lockheed Martin shares in Q2 2026, an estimated $1.62K.
Lockheed Martin made up 0.04% of Capital Advantage's portfolio in Q2 2026, its #124 holding.
Capital Advantage first reported a position in Lockheed Martin in Q2 2020 and has held it in 9 quarters since.
Capital Advantage's Lockheed Martin position peaked at $894K in Q2 2020.
2,776 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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