Coastal Bridge Advisors’s Lockheed Martin LMT Stock Holding History

Coastal Bridge 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	$4.55M	Sell	8,929 -55	-0.6%	-$29.7K	0.28%	75
2026 Q1	$5.43M	Sell	8,984 -144	-2%	-$88.7K	0.38%	62
2025 Q4	$4.41M	Sell	9,128 -1,582	-15%	-$757K	0.33%	73
2025 Q3	$5.35M	Sell	10,710 -765	-7%	-$347K	0.4%	60
2025 Q2	$5.31M	Sell	11,475 -35	-0.3%	-$16.4K	0.44%	55
2025 Q1	$5.14M	Buy	+11,510	New	+$5.3M	0.47%	53
2022 Q4	–	Sell	-961	Closed	-$371K	–	185
2022 Q3	$371K	Buy	+961	New	+$401K	0.1%	103
2018 Q4	–	Sell	-679	Closed	-$235K	–	138
2018 Q3	$235K	Hold	679	–	–	0.09%	111
2018 Q2	$201K	Hold	679	–	–	0.08%	122
2018 Q1	$229K	Hold	679	–	–	0.08%	108
2017 Q4	$216K	Hold	679	–	–	0.07%	114
2017 Q3	$211K	Buy	+679	New	+$203K	0.07%	108

Other funds holding LMT

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Coastal Bridge Advisors's LMT Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its Lockheed Martin (LMT) stake by 0.61% in Q2 2026, selling an estimated $29.7K and leaving 8,929 shares worth $4.55M. The position accounts for 0.28% of the portfolio, ranked #75.

Coastal Bridge Advisors first reported a position in LMT in Q3 2017 and has held it in 12 quarters since. The position peaked at $5.43M in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Coastal Bridge Advisors held 8,929 shares of Lockheed Martin worth $4.55M as of Q2 2026.
Coastal Bridge Advisors sold 55 Lockheed Martin shares in Q2 2026, an estimated $29.7K.
Lockheed Martin made up 0.28% of Coastal Bridge Advisors's portfolio in Q2 2026, its #75 holding.
Coastal Bridge Advisors first reported a position in Lockheed Martin in Q3 2017 and has held it in 12 quarters since.
Coastal Bridge Advisors's Lockheed Martin position peaked at $5.43M in Q1 2026.
2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.