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Catherine Avery Investment Management’s Lockheed Martin LMT Stock Holding History

Catherine Avery Investment Management’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 		$79K Hold
155
– – 0.03% 69
2026
Q1 		$93.7K Sell
155
-9
-5% -$5.54K 0.04% 60
2025
Q4 		$79.3K Buy
164
+7
+4% +$3.35K 0.05% 65
2025
Q3 		$78.4K Hold
157
– – 0.05% 61
2025
Q2 		$72.7K Sell
157
-28
-15% -$13.1K 0.06% 58
2025
Q1 		$82.6K Buy
185
+90
+95% +$41.4K 0.07% 56
2024
Q4 		$46.2K Buy
+95
New +$51.8K 0.04% 61

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

Catherine Avery Investment Management's LMT Position: Q2 2026 in Review

Catherine Avery Investment Management held its Lockheed Martin (LMT) position steady in Q2 2026 at 155 shares worth $79K. The position accounts for 0.03% of the portfolio, ranked #69.

Catherine Avery Investment Management first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $93.7K in Q1 2026. 2,764 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Catherine Avery Investment Management held 155 shares of Lockheed Martin worth $79K as of Q2 2026.
  • Catherine Avery Investment Management left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.03% of Catherine Avery Investment Management's portfolio in Q2 2026, its #69 holding.
  • Catherine Avery Investment Management first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • Catherine Avery Investment Management's Lockheed Martin position peaked at $93.7K in Q1 2026.
  • 2,764 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.