Financial Engines Advisors
LMT icon

Financial Engines Advisors’s Lockheed Martin LMT Stock Holding History

Financial Engines Advisors’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 		$1.24M Sell
2,437
-345
-12% -$187K ﹤0.01% 293
2026
Q1 		$1.68M Buy
2,782
+247
+10% +$152K ﹤0.01% 243
2025
Q4 		$1.23M Sell
2,535
-383
-13% -$183K ﹤0.01% 290
2025
Q3 		$1.46M Sell
2,918
-11
-0.4% -$4.99K ﹤0.01% 264
2025
Q2 		$1.36M Buy
2,929
+538
+23% +$252K ﹤0.01% 260
2025
Q1 		$1.07M Sell
2,391
-72
-3% -$33.1K ﹤0.01% 252
2024
Q4 		$1.2M Sell
2,463
-169
-6% -$92.1K ﹤0.01% 243
2024
Q3 		$1.54M Buy
2,632
+1,620
+160% +$870K ﹤0.01% 196
2024
Q2 		$473K Sell
1,012
-643
-39% -$297K ﹤0.01% 268
2024
Q1 		$753K Buy
1,655
+177
+12% +$77.6K ﹤0.01% 218
2023
Q4 		$670K Buy
1,478
+352
+31% +$156K ﹤0.01% 207
2023
Q3 		$460K Buy
+1,126
New +$500K ﹤0.01% 208
2023
Q1 		– Sell
-430
Closed -$209K – 303
2022
Q4 		$209K Buy
+430
New +$200K ﹤0.01% 277
2021
Q2 		– Sell
-655
Closed -$242K – 240
2021
Q1 		$242K Buy
+655
New +$225K ﹤0.01% 237
2020
Q4 		– Sell
-688
Closed -$264K – 261
2020
Q3 		$264K Buy
+688
New +$263K ﹤0.01% 200

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

Financial Engines Advisors's LMT Position: Q2 2026 in Review

Financial Engines Advisors reduced its Lockheed Martin (LMT) stake by 12% in Q2 2026, selling an estimated $187K and leaving 2,437 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Financial Engines Advisors first reported a position in LMT in Q3 2020 and has held it in 15 quarters since. The position peaked at $1.68M in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Financial Engines Advisors held 2,437 shares of Lockheed Martin worth $1.24M as of Q2 2026.
  • Financial Engines Advisors sold 345 Lockheed Martin shares in Q2 2026, an estimated $187K.
  • Lockheed Martin made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #293 holding.
  • Financial Engines Advisors first reported a position in Lockheed Martin in Q3 2020 and has held it in 15 quarters since.
  • Financial Engines Advisors's Lockheed Martin position peaked at $1.68M in Q1 2026.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.