Downshift Financial’s Lockheed Martin LMT Stock Holding History

Downshift Financial’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	$81.5K	Buy	+160	New	+$86.5K	0.04%	124

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

Downshift Financial's LMT Position: Q2 2026 in Review

Downshift Financial opened a new position in Lockheed Martin (LMT) in Q2 2026: 160 shares worth $81.5K. The stake represents 0.04% of the portfolio and ranks #124 among its holdings.

2,755 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Downshift Financial held 160 shares of Lockheed Martin worth $81.5K as of Q2 2026.
Lockheed Martin was a new Downshift Financial position in Q2 2026.
Lockheed Martin made up 0.04% of Downshift Financial's portfolio in Q2 2026, its #124 holding.
2,755 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.