COFG Advisors’s Lockheed Martin LMT Stock Holding History

COFG 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	$303K	Buy	595 +154	+35%	+$83.3K	0.05%	249
2026 Q1	$267K	Buy	441 +18	+4%	+$11.1K	0.07%	196
2025 Q4	$204K	Buy	+423	New	+$202K	0.05%	223

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

COFG Advisors's LMT Position: Q2 2026 in Review

COFG Advisors increased its Lockheed Martin (LMT) stake by 35% in Q2 2026, buying an estimated $83.3K and bringing the position to 595 shares worth $303K. The position accounts for 0.05% of the portfolio, ranked #249.

COFG Advisors first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

COFG Advisors held 595 shares of Lockheed Martin worth $303K as of Q2 2026.
COFG Advisors bought 154 Lockheed Martin shares in Q2 2026, an estimated $83.3K.
Lockheed Martin made up 0.05% of COFG Advisors's portfolio in Q2 2026, its #249 holding.
COFG Advisors first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.