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Commonwealth Retirement Investments’s Lockheed Martin LMT Stock Holding History

Commonwealth Retirement Investments’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 		$7.52M Sell
14,755
-1,364
-8% -$737K 2.04% 14
2026
Q1 		$9.74M Buy
16,119
+445
+3% +$274K 3.01% 9
2025
Q4 		$7.58M Buy
15,674
+622
+4% +$298K 2.44% 11
2025
Q3 		$7.51M Buy
15,052
+2,343
+18% +$1.06M 2.55% 11
2025
Q2 		$5.89M Buy
12,709
+3,038
+31% +$1.42M 2.24% 13
2025
Q1 		$4.32M Buy
9,671
+82
+0.9% +$37.7K 1.76% 16
2024
Q4 		$4.66M Sell
9,589
-26
-0.3% -$14.2K 1.92% 15
2024
Q3 		$5.62M Sell
9,615
-51
-0.5% -$27.4K 2.36% 14
2024
Q2 		$4.52M Sell
9,666
-1,283
-12% -$593K 2.07% 15
2024
Q1 		$4.98M Buy
10,949
+376
+4% +$165K 2.38% 15
2023
Q4 		$4.79M Buy
10,573
+39
+0.4% +$17.3K 2.54% 12
2023
Q3 		$4.31M Buy
10,534
+178
+2% +$79K 2.49% 17
2023
Q2 		$4.77M Buy
10,356
+77
+0.7% +$35.7K 2.66% 16
2023
Q1 		$4.86M Buy
10,279
+46
+0.4% +$21.6K 2.88% 13
2022
Q4 		$4.98M Buy
+10,233
New +$4.75M 3.02% 14

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

Commonwealth Retirement Investments's LMT Position: Q2 2026 in Review

Commonwealth Retirement Investments reduced its Lockheed Martin (LMT) stake by 8.5% in Q2 2026, selling an estimated $737K and leaving 14,755 shares worth $7.52M. The position accounts for 2.04% of the portfolio, ranked #14.

Commonwealth Retirement Investments first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.74M in Q1 2026. 2,785 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Commonwealth Retirement Investments held 14,755 shares of Lockheed Martin worth $7.52M as of Q2 2026.
  • Commonwealth Retirement Investments sold 1,364 Lockheed Martin shares in Q2 2026, an estimated $737K.
  • Lockheed Martin made up 2.04% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #14 holding.
  • Commonwealth Retirement Investments first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
  • Commonwealth Retirement Investments's Lockheed Martin position peaked at $9.74M in Q1 2026.
  • 2,785 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.