FFO
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Fiduciary Family Office’s Lockheed Martin LMT Stock Holding History

Fiduciary Family Office’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
-810
Closed -$490K – 189
2026
Q1 		$490K Sell
810
-684
-46% -$421K 0.14% 103
2025
Q4 		$722K Sell
1,494
-352
-19% -$168K 0.21% 85
2025
Q3 		$922K Buy
1,846
+357
+24% +$162K 0.26% 79
2025
Q2 		$690K Buy
1,489
+154
+12% +$72.1K 0.23% 91
2025
Q1 		$596K Buy
+1,335
New +$615K 0.2% 106
2024
Q4 		– Sell
-993
Closed -$580K – 173
2024
Q3 		$580K Buy
+993
New +$533K 0.19% 110

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

Fiduciary Family Office's LMT Position: Q2 2026 in Review

Fiduciary Family Office sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 810 shares — an estimated $490K sold.

Fiduciary Family Office first reported a position in LMT in Q3 2024 and held it in 6 quarters. The position peaked at $922K in Q3 2025. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Fiduciary Family Office reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Fiduciary Family Office sold 810 Lockheed Martin shares in Q2 2026, an estimated $490K.
  • Fiduciary Family Office first reported a position in Lockheed Martin in Q3 2024 and held it in 6 quarters.
  • Fiduciary Family Office's Lockheed Martin position peaked at $922K in Q3 2025.
  • 2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.