EFH
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Eaton Financial Holdings’s Lockheed Martin LMT Stock Holding History

Eaton Financial Holdings’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
-656
Closed -$397K – 140
2026
Q1 		$397K Sell
656
-86
-12% -$53K 0.13% 100
2025
Q4 		$359K Buy
742
+14
+2% +$6.7K 0.1% 112
2025
Q3 		$364K Sell
728
-62
-8% -$28.1K 0.1% 107
2025
Q2 		$366K Buy
+790
New +$370K 0.11% 95

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

Eaton Financial Holdings's LMT Position: Q2 2026 in Review

Eaton Financial Holdings sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 656 shares — an estimated $397K sold.

Eaton Financial Holdings first reported a position in LMT in Q2 2025 and held it in 4 quarters. The position peaked at $397K in Q1 2026. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Eaton Financial Holdings reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Eaton Financial Holdings sold 656 Lockheed Martin shares in Q2 2026, an estimated $397K.
  • Eaton Financial Holdings first reported a position in Lockheed Martin in Q2 2025 and held it in 4 quarters.
  • Eaton Financial Holdings's Lockheed Martin position peaked at $397K in Q1 2026.
  • 2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.