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Capital Performance Advisors’s Lockheed Martin LMT Stock Holding History

Capital Performance 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 		– Sell
-616
Closed -$372K – 415
2026
Q1 		$372K Buy
+616
New +$379K 0.02% 273
2025
Q2 		– Sell
-502
Closed -$224K – 299
2025
Q1 		$224K Buy
+502
New +$231K 0.05% 219
2024
Q4 		– Sell
-69
Closed -$40.4K – 1556
2024
Q3 		$40.4K Buy
+69
New +$37K 0.01% 409

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

Capital Performance Advisors's LMT Position: Q2 2026 in Review

Capital Performance Advisors sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 616 shares — an estimated $372K sold.

Capital Performance Advisors first reported a position in LMT in Q3 2024 and held it in 3 quarters. The position peaked at $372K in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Capital Performance Advisors reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 616 Lockheed Martin shares in Q2 2026, an estimated $372K.
  • Capital Performance Advisors first reported a position in Lockheed Martin in Q3 2024 and held it in 3 quarters.
  • Capital Performance Advisors's Lockheed Martin position peaked at $372K in Q1 2026.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.