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Dover Advisors’s Lockheed Martin LMT Stock Holding History

Dover 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 		$328K Buy
+678
New +$367K 0.13% 123
2026
Q1 		– Sell
-678
Closed -$328K – 167
2025
Q4 		$328K Sell
678
-92
-12% -$44K 0.13% 131
2025
Q3 		$384K Buy
+770
New +$349K 0.15% 116

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

Dover Advisors's LMT Position: Q2 2026 in Review

Dover Advisors opened a new position in Lockheed Martin (LMT) in Q2 2026: 678 shares worth $328K. The stake represents 0.13% of the portfolio and ranks #123 among its holdings. This is a return to the name: Dover Advisors previously reported a position in LMT as recently as Q4 2025.

Dover Advisors first reported a position in LMT in Q3 2025 and has held it in 3 quarters since. The position peaked at $384K in Q3 2025. 2,755 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Dover Advisors held 678 shares of Lockheed Martin worth $328K as of Q2 2026.
  • Lockheed Martin was a new Dover Advisors position in Q2 2026.
  • Lockheed Martin made up 0.13% of Dover Advisors's portfolio in Q2 2026, its #123 holding.
  • Dover Advisors first reported a position in Lockheed Martin in Q3 2025 and has held it in 3 quarters since.
  • Dover Advisors's Lockheed Martin position peaked at $384K in Q3 2025.
  • 2,755 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Dover Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.