CIA
LMT icon

Cohen Investment Advisors’s Lockheed Martin LMT Stock Holding History

Cohen Investment 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 		$680K Buy
1,334
+19
+1% +$10.3K 0.3% 50
2026
Q1 		$795K Buy
1,315
+4
+0.3% +$2.46K 0.38% 45
2025
Q4 		$634K Hold
1,311
– – 0.29% 49
2025
Q3 		$654K Buy
1,311
+164
+14% +$74.4K 0.32% 48
2025
Q2 		$531K Sell
1,147
-51
-4% -$23.9K 0.28% 52
2025
Q1 		$535K Buy
1,198
+12
+1% +$5.52K 0.31% 53
2024
Q4 		$576K Buy
1,186
+17
+1% +$9.27K 0.35% 50
2024
Q3 		$683K Sell
1,169
-302
-21% -$162K 0.42% 44
2024
Q2 		$602K Buy
1,471
+136
+10% +$62.9K 0.48% 43
2024
Q1 		$607K Sell
1,335
-39
-3% -$17.1K 0.39% 48
2023
Q4 		$623K Sell
1,374
-97
-7% -$43K 0.46% 45
2023
Q3 		$602K Sell
1,471
-70
-5% -$31.1K 0.48% 43
2023
Q2 		$709K Sell
1,541
-3
-0.2% -$1.39K 0.57% 42
2023
Q1 		$730K Sell
1,544
-4
-0.3% -$1.88K 0.58% 43
2022
Q4 		$753K Buy
1,548
+53
+4% +$24.6K 0.63% 41
2022
Q3 		$578K Sell
1,495
-21
-1% -$8.77K 0.53% 43
2022
Q2 		$652K Sell
1,516
-5
-0.3% -$2.19K 0.56% 42
2022
Q1 		$671K Buy
1,521
+15
+1% +$6.08K 0.5% 44
2021
Q4 		$535K Buy
1,506
+12
+0.8% +$4.15K 0.38% 51
2021
Q3 		$516K Buy
1,494
+7
+0.5% +$2.53K 0.4% 50
2021
Q2 		$563K Buy
1,487
+7
+0.5% +$2.69K 0.44% 44
2021
Q1 		$547K Sell
1,480
-13
-0.9% -$4.46K 0.44% 45
2020
Q4 		$530K Buy
+1,493
New +$549K 0.48% 43

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

Cohen Investment Advisors's LMT Position: Q2 2026 in Review

Cohen Investment Advisors increased its Lockheed Martin (LMT) stake by 1.4% in Q2 2026, buying an estimated $10.3K and bringing the position to 1,334 shares worth $680K. The position accounts for 0.3% of the portfolio, ranked #50.

Cohen Investment Advisors first reported a position in LMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $795K in Q1 2026. 2,778 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Cohen Investment Advisors held 1,334 shares of Lockheed Martin worth $680K as of Q2 2026.
  • Cohen Investment Advisors bought 19 Lockheed Martin shares in Q2 2026, an estimated $10.3K.
  • Lockheed Martin made up 0.3% of Cohen Investment Advisors's portfolio in Q2 2026, its #50 holding.
  • Cohen Investment Advisors first reported a position in Lockheed Martin in Q4 2020 and has held it in 23 quarters since.
  • Cohen Investment Advisors's Lockheed Martin position peaked at $795K in Q1 2026.
  • 2,778 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Cohen Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.