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Disciplined Investors’s Lockheed Martin LMT Stock Holding History

Disciplined Investors’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 		$401K Buy
787
+24
+3% +$13K 0.2% 94
2026
Q1 		$461K Buy
763
+1
+0.1% +$616 0.27% 77
2025
Q4 		$369K Buy
762
+2
+0.3% +$957 0.24% 79
2025
Q3 		$379K Sell
760
-9
-1% -$4.08K 0.27% 74
2025
Q2 		$356K Buy
769
+34
+5% +$15.9K 0.28% 76
2025
Q1 		$328K Sell
735
-34
-4% -$15.7K 0.3% 73
2024
Q4 		$372K Buy
+769
New +$419K 0.36% 64

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

Disciplined Investors's LMT Position: Q2 2026 in Review

Disciplined Investors increased its Lockheed Martin (LMT) stake by 3.1% in Q2 2026, buying an estimated $13K and bringing the position to 787 shares worth $401K. The position accounts for 0.2% of the portfolio, ranked #94.

Disciplined Investors first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $461K in Q1 2026. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Disciplined Investors held 787 shares of Lockheed Martin worth $401K as of Q2 2026.
  • Disciplined Investors bought 24 Lockheed Martin shares in Q2 2026, an estimated $13K.
  • Lockheed Martin made up 0.2% of Disciplined Investors's portfolio in Q2 2026, its #94 holding.
  • Disciplined Investors first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • Disciplined Investors's Lockheed Martin position peaked at $461K in Q1 2026.
  • 2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.