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Capital Square’s Lockheed Martin LMT Stock Holding History

Capital Square’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 		$928K Buy
1,774
+145
+9% +$78.4K 0.41% 64
2026
Q1 		$836K Sell
1,629
-114
-7% -$70.2K 0.39% 72
2025
Q4 		$843K Buy
1,743
+75
+4% +$35.9K 0.43% 63
2025
Q3 		$833K Buy
1,668
+144
+9% +$65.3K 0.42% 66
2025
Q2 		$712K Buy
1,524
+50
+3% +$23.4K 0.38% 80
2025
Q1 		$658K Sell
1,474
-16
-1% -$7.37K 0.39% 79
2024
Q4 		$740K Buy
1,490
+13
+0.9% +$7.09K 0.42% 79
2024
Q3 		$863K Buy
1,477
+26
+2% +$14K 0.52% 60
2024
Q2 		$689K Buy
1,451
+18
+1% +$8.32K 0.45% 71
2024
Q1 		$652K Sell
1,433
-5
-0.3% -$2.19K 0.46% 69
2023
Q4 		$652K Hold
1,438
– – 0.74% 40
2023
Q3 		$641K Buy
1,438
+4
+0.3% +$1.77K 0.86% 38
2023
Q2 		$660K Buy
1,434
+40
+3% +$18.6K 0.61% 54
2023
Q1 		$683K Hold
1,394
– – 0.63% 54
2022
Q4 		$678K Sell
1,394
-25
-2% -$11.6K 0.61% 54
2022
Q3 		$548K Buy
1,419
+118
+9% +$49.3K 0.5% 59
2022
Q2 		$559K Hold
1,301
– – 0.46% 62
2022
Q1 		$574K Hold
1,301
– – 0.41% 73
2021
Q4 		$465K Hold
1,301
– – 0.32% 91
2021
Q3 		$452K Hold
1,301
– – 0.32% 91
2021
Q2 		$495K Sell
1,301
-173
-12% -$66.5K 0.37% 84
2021
Q1 		$569K Sell
1,474
-161
-10% -$55.2K 0.42% 75
2020
Q4 		$580K Sell
1,635
-41
-2% -$15.1K 0.49% 65
2020
Q3 		$642K Hold
1,676
– – 0.67% 50
2020
Q2 		$611K Sell
1,676
-2
-0.1% -$755 0.65% 49
2020
Q1 		$569K Hold
1,678
– – 0.66% 40
2019
Q4 		$653K Buy
+1,678
New +$644K 0.62% 44

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

Capital Square's LMT Position: Q2 2026 in Review

Capital Square increased its Lockheed Martin (LMT) stake by 8.9% in Q2 2026, buying an estimated $78.4K and bringing the position to 1,774 shares worth $928K. The position accounts for 0.41% of the portfolio, ranked #64.

Capital Square first reported a position in LMT in Q4 2019 and has held it in 27 quarters since. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Capital Square held 1,774 shares of Lockheed Martin worth $928K as of Q2 2026.
  • Capital Square bought 145 Lockheed Martin shares in Q2 2026, an estimated $78.4K.
  • Lockheed Martin made up 0.41% of Capital Square's portfolio in Q2 2026, its #64 holding.
  • Capital Square first reported a position in Lockheed Martin in Q4 2019 and has held it in 27 quarters since.
  • 2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Capital Square's 13F filing for Q2 2026, filed 13 Aug 2026.