EdgeRock Capital’s Lockheed Martin LMT Stock Holding History

EdgeRock Capital’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	$2.35M	Sell	4,608 -206	-4%	-$111K	0.53%	30
2026 Q1	$2.88M	Buy	4,814 +318	+7%	+$196K	0.78%	26
2025 Q4	$2.17M	Buy	4,496 +7	+0.2%	+$3.35K	0.58%	25
2025 Q3	$2.24M	Sell	4,489 -81	-2%	-$36.8K	0.62%	25
2025 Q2	$2.12M	Buy	+4,570	New	+$2.14M	0.67%	25
2023 Q4	–	Sell	-6,181	Closed	-$2.53M	–	343
2023 Q3	$2.53M	Buy	6,181 +5,368	+660%	+$2.38M	1.54%	11
2023 Q2	$374K	Sell	813 -5,297	-87%	-$2.46M	0.18%	41
2023 Q1	$2.89M	Sell	6,110 -335	-5%	-$157K	1.48%	14
2022 Q4	$3.13M	Buy	6,445 +5,657	+718%	+$2.63M	1.75%	13
2022 Q3	$304K	Buy	+788	New	+$329K	0.17%	40

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

EdgeRock Capital's LMT Position: Q2 2026 in Review

EdgeRock Capital reduced its Lockheed Martin (LMT) stake by 4.3% in Q2 2026, selling an estimated $111K and leaving 4,608 shares worth $2.35M. The position accounts for 0.53% of the portfolio, ranked #30.

EdgeRock Capital first reported a position in LMT in Q3 2022 and has held it in 10 quarters since. The position peaked at $3.13M in Q4 2022. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

EdgeRock Capital held 4,608 shares of Lockheed Martin worth $2.35M as of Q2 2026.
EdgeRock Capital sold 206 Lockheed Martin shares in Q2 2026, an estimated $111K.
Lockheed Martin made up 0.53% of EdgeRock Capital's portfolio in Q2 2026, its #30 holding.
EdgeRock Capital first reported a position in Lockheed Martin in Q3 2022 and has held it in 10 quarters since.
EdgeRock Capital's Lockheed Martin position peaked at $3.13M in Q4 2022.
2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on EdgeRock Capital's 13F filing for Q2 2026, filed 24 Jul 2026.