EFG
LMT icon

Ethos Financial Group’s Lockheed Martin LMT Stock Holding History

Ethos Financial Group’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 		$874K Buy
1,535
+848
+123% +$458K 0.06% 250
2026
Q1 		$415K Sell
687
-6
-0.9% -$3.7K 0.03% 348
2025
Q4 		$335K Sell
693
-15
-2% -$7.18K 0.02% 367
2025
Q3 		$353K Sell
708
-4
-0.6% -$1.81K 0.03% 332
2025
Q2 		$330K Sell
712
-118
-14% -$55.2K 0.03% 326
2025
Q1 		$404K Hold
830
– – 0.04% 275
2024
Q4 		$404K Sell
830
-98
-11% -$53.4K 0.05% 187
2024
Q3 		$545K Sell
928
-140
-13% -$75.2K 0.09% 124
2024
Q2 		$507K Sell
1,068
-259
-20% -$120K 0.09% 132
2024
Q1 		$604K Sell
1,327
-307
-19% -$135K 0.11% 125
2023
Q4 		$741K Sell
1,634
-343
-17% -$152K 0.16% 98
2023
Q3 		$809K Sell
1,977
-11
-0.6% -$4.88K 0.21% 66
2023
Q2 		$940K Hold
1,988
– – 0.32% 52
2023
Q1 		$940K Sell
1,988
-40
-2% -$18.8K 0.29% 57
2022
Q4 		$988K Buy
+2,028
New +$942K 0.33% 48

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Ethos Financial Group's LMT Position: Q2 2026 in Review

Ethos Financial Group increased its Lockheed Martin (LMT) stake by 123% in Q2 2026, buying an estimated $458K and bringing the position to 1,535 shares worth $874K. The position accounts for 0.06% of the portfolio, ranked #250.

Ethos Financial Group first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $988K in Q4 2022. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Ethos Financial Group held 1,535 shares of Lockheed Martin worth $874K as of Q2 2026.
  • Ethos Financial Group bought 848 Lockheed Martin shares in Q2 2026, an estimated $458K.
  • Lockheed Martin made up 0.06% of Ethos Financial Group's portfolio in Q2 2026, its #250 holding.
  • Ethos Financial Group first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
  • Ethos Financial Group's Lockheed Martin position peaked at $988K in Q4 2022.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.