EI
LMT icon

Ethic Inc’s Lockheed Martin LMT Stock Holding History

Ethic Inc’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 		$3.2M Sell
6,289
-1,239
-16% -$670K 0.04% 386
2026
Q1 		$4.55M Buy
7,528
+1,312
+21% +$808K 0.07% 285
2025
Q4 		$3.01M Buy
6,216
+68
+1% +$32.5K 0.05% 370
2025
Q3 		$3.07M Buy
6,148
+40
+0.7% +$18.1K 0.05% 361
2025
Q2 		$2.8M Buy
6,108
+696
+13% +$326K 0.05% 352
2025
Q1 		$2.43M Buy
5,412
+487
+10% +$224K 0.05% 371
2024
Q4 		$2.39M Buy
4,925
+1,272
+35% +$693K 0.05% 375
2024
Q3 		$1.66M Sell
3,653
-494
-12% -$265K 0.04% 434
2024
Q2 		$1.94M Buy
4,147
+494
+14% +$228K 0.05% 399
2024
Q1 		$1.66M Sell
3,653
-271
-7% -$119K 0.04% 435
2023
Q4 		$1.78M Buy
3,924
+605
+18% +$268K 0.05% 382
2023
Q3 		$1.36M Buy
3,319
+570
+21% +$253K 0.05% 397
2023
Q2 		$1.27M Buy
2,749
+158
+6% +$73.3K 0.05% 394
2023
Q1 		$1.22M Buy
2,591
+371
+17% +$174K 0.05% 390
2022
Q4 		$1.08M Sell
2,220
-554
-20% -$257K 0.06% 359
2022
Q3 		$1.07M Buy
2,774
+183
+7% +$76.4K 0.07% 308
2022
Q2 		$1.11M Buy
2,591
+1,247
+93% +$548K 0.08% 298
2022
Q1 		$593K Buy
+1,344
New +$545K 0.04% 420

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

Ethic Inc's LMT Position: Q2 2026 in Review

Ethic Inc reduced its Lockheed Martin (LMT) stake by 16% in Q2 2026, selling an estimated $670K and leaving 6,289 shares worth $3.2M. The position accounts for 0.04% of the portfolio, ranked #386.

Ethic Inc first reported a position in LMT in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.55M in Q1 2026. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Ethic Inc held 6,289 shares of Lockheed Martin worth $3.2M as of Q2 2026.
  • Ethic Inc sold 1,239 Lockheed Martin shares in Q2 2026, an estimated $670K.
  • Lockheed Martin made up 0.04% of Ethic Inc's portfolio in Q2 2026, its #386 holding.
  • Ethic Inc first reported a position in Lockheed Martin in Q1 2022 and has held it in 18 quarters since.
  • Ethic Inc's Lockheed Martin position peaked at $4.55M in Q1 2026.
  • 2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.