Duncan Williams Asset Management’s Lockheed Martin LMT Stock Holding History

Duncan Williams Asset 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	$238K	Buy	467 +16	+4%	+$8.65K	0.05%	154
2026 Q1	$273K	Sell	451 -253	-36%	-$156K	0.08%	128
2025 Q4	$425K	Buy	704 +40	+6%	+$19.1K	0.11%	110
2025 Q3	$331K	Buy	+664	New	+$301K	0.09%	125
2025 Q1	–	Sell	-1,546	Closed	-$751K	–	149
2024 Q4	$751K	Sell	1,546 -116	-7%	-$63.2K	0.3%	61
2024 Q3	$971K	Sell	1,662 -237	-12%	-$127K	0.54%	35
2024 Q2	$887K	Sell	1,899 -72	-4%	-$33.3K	0.75%	23
2024 Q1	$897K	Buy	+1,971	New	+$864K	0.81%	22

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

Duncan Williams Asset Management's LMT Position: Q2 2026 in Review

Duncan Williams Asset Management increased its Lockheed Martin (LMT) stake by 3.5% in Q2 2026, buying an estimated $8.65K and bringing the position to 467 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #154.

Duncan Williams Asset Management first reported a position in LMT in Q1 2024 and has held it in 8 quarters since. The position peaked at $971K in Q3 2024. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Duncan Williams Asset Management held 467 shares of Lockheed Martin worth $238K as of Q2 2026.
Duncan Williams Asset Management bought 16 Lockheed Martin shares in Q2 2026, an estimated $8.65K.
Lockheed Martin made up 0.05% of Duncan Williams Asset Management's portfolio in Q2 2026, its #154 holding.
Duncan Williams Asset Management first reported a position in Lockheed Martin in Q1 2024 and has held it in 8 quarters since.
Duncan Williams Asset Management's Lockheed Martin position peaked at $971K in Q3 2024.
2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.