Donoghue Forlines’s Lockheed Martin LMT Stock Holding History

Donoghue Forlines’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	–	Sell	-5,161	Closed	-$3.12M	–	143
2026 Q1	$3.12M	Buy	5,161 +1,986	+63%	+$1.22M	0.86%	23
2025 Q4	$1.54M	Sell	3,175 -30	-0.9%	-$14.4K	0.47%	64
2025 Q3	$1.6M	Buy	+3,205	New	+$1.45M	0.49%	60
2023 Q1	–	Sell	-3,658	Closed	-$1.78M	–	242
2022 Q4	$1.78M	Buy	3,658 +898	+33%	+$417K	0.63%	30
2022 Q3	$1.07M	Sell	2,760 -2,640	-49%	-$1.1M	0.38%	33
2022 Q2	$2.32M	Sell	5,400 -916	-15%	-$402K	0.61%	21
2022 Q1	$2.79M	Buy	6,316 +3,078	+95%	+$1.25M	0.6%	28
2021 Q4	$1.15M	Buy	+3,238	New	+$1.12M	0.19%	105
2021 Q1	–	Sell	-3,041	Closed	-$1.08M	–	266
2020 Q4	$1.08M	Buy	+3,041	New	+$1.12M	0.21%	135
2018 Q2	–	Sell	-7,564	Closed	-$2.56M	–	169
2018 Q1	$2.56M	Buy	+7,564	New	+$2.57M	0.22%	74
2017 Q4	–	Sell	-7,488	Closed	-$2.32M	–	137
2017 Q3	$2.32M	Buy	+7,488	New	+$2.23M	0.24%	69

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Donoghue Forlines's LMT Position: Q2 2026 in Review

Donoghue Forlines sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 5,161 shares — an estimated $3.12M sold.

Donoghue Forlines first reported a position in LMT in Q3 2017 and held it in 11 quarters. The position peaked at $3.12M in Q1 2026. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Donoghue Forlines reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
Donoghue Forlines sold 5,161 Lockheed Martin shares in Q2 2026, an estimated $3.12M.
Donoghue Forlines first reported a position in Lockheed Martin in Q3 2017 and held it in 11 quarters.
Donoghue Forlines's Lockheed Martin position peaked at $3.12M in Q1 2026.
2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Donoghue Forlines's 13F filing for Q2 2026, filed 7 Aug 2026.