CLA
LMT icon

Carnegie Lake Advisors’s Lockheed Martin LMT Stock Holding History

Carnegie Lake 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 		$688K Hold
1,350
– – 0.26% 87
2026
Q1 		$816K Hold
1,350
– – 0.32% 81
2025
Q4 		$653K Hold
1,350
– – 0.25% 94
2025
Q3 		$674K Hold
1,350
– – 0.26% 96
2025
Q2 		$625K Hold
1,350
– – 0.25% 94
2025
Q1 		$603K Hold
1,350
– – 0.24% 90
2024
Q4 		$656K Hold
1,350
– – 0.26% 86
2024
Q3 		$789K Buy
+1,350
New +$725K 0.31% 79

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

Carnegie Lake Advisors's LMT Position: Q2 2026 in Review

Carnegie Lake Advisors held its Lockheed Martin (LMT) position steady in Q2 2026 at 1,350 shares worth $688K. The position accounts for 0.26% of the portfolio, ranked #87.

Carnegie Lake Advisors first reported a position in LMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $816K in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Carnegie Lake Advisors held 1,350 shares of Lockheed Martin worth $688K as of Q2 2026.
  • Carnegie Lake Advisors left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.26% of Carnegie Lake Advisors's portfolio in Q2 2026, its #87 holding.
  • Carnegie Lake Advisors first reported a position in Lockheed Martin in Q3 2024 and has held it in 8 quarters since.
  • Carnegie Lake Advisors's Lockheed Martin position peaked at $816K in Q1 2026.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Carnegie Lake Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.