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Dorato Capital Management’s Lockheed Martin LMT Stock Holding History

Dorato Capital Management’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 		$408K Hold
780
– – 0.28% 72
2026
Q1 		$490K Hold
780
– – 0.36% 65
2025
Q4 		$447K Buy
+780
New +$373K 0.34% 69

Other funds holding LMT

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Dorato Capital Management's LMT Position: Q2 2026 in Review

Dorato Capital Management held its Lockheed Martin (LMT) position steady in Q2 2026 at 780 shares worth $408K. The position accounts for 0.28% of the portfolio, ranked #72.

Dorato Capital Management first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $490K in Q1 2026. 1,720 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Dorato Capital Management held 780 shares of Lockheed Martin worth $408K as of Q2 2026.
  • Dorato Capital Management left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.28% of Dorato Capital Management's portfolio in Q2 2026, its #72 holding.
  • Dorato Capital Management first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • Dorato Capital Management's Lockheed Martin position peaked at $490K in Q1 2026.
  • 1,720 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.