CFG
LMT icon

Carr Financial Group’s Lockheed Martin LMT Stock Holding History

Carr Financial Group’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 		$727K Buy
1,428
+8
+0.6% +$4.33K 0.17% 88
2026
Q1 		$858K Buy
1,420
+6
+0.4% +$3.7K 0.23% 70
2025
Q4 		$684K Buy
1,414
+4
+0.3% +$1.91K 0.18% 84
2025
Q3 		$704K Buy
1,410
+6
+0.4% +$2.72K 0.19% 83
2025
Q2 		$650K Buy
1,404
+6
+0.4% +$2.81K 0.19% 83
2025
Q1 		$624K Sell
1,398
-125
-8% -$57.5K 0.2% 80
2024
Q4 		$740K Sell
1,523
-4
-0.3% -$2.18K 0.23% 75
2024
Q3 		$892K Buy
1,527
+14
+0.9% +$7.52K 0.26% 72
2024
Q2 		$707K Buy
1,513
+7
+0.5% +$3.23K 0.22% 78
2024
Q1 		$685K Buy
1,506
+78
+5% +$34.2K 0.23% 76
2023
Q4 		$647K Hold
1,428
– – 0.24% 70
2023
Q3 		$648K Buy
1,428
+83
+6% +$36.8K 0.26% 69
2023
Q2 		$619K Sell
1,345
-140
-9% -$65K 0.25% 72
2023
Q1 		$702K Sell
1,485
-43
-3% -$20.2K 0.31% 60
2022
Q4 		$743K Buy
+1,528
New +$710K 0.39% 58

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

Carr Financial Group's LMT Position: Q2 2026 in Review

Carr Financial Group increased its Lockheed Martin (LMT) stake by 0.56% in Q2 2026, buying an estimated $4.33K and bringing the position to 1,428 shares worth $727K. The position accounts for 0.17% of the portfolio, ranked #88.

Carr Financial Group first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $892K in Q3 2024. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Carr Financial Group held 1,428 shares of Lockheed Martin worth $727K as of Q2 2026.
  • Carr Financial Group bought 8 Lockheed Martin shares in Q2 2026, an estimated $4.33K.
  • Lockheed Martin made up 0.17% of Carr Financial Group's portfolio in Q2 2026, its #88 holding.
  • Carr Financial Group first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
  • Carr Financial Group's Lockheed Martin position peaked at $892K in Q3 2024.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.