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Financial Security Advisor’s Lockheed Martin LMT Stock Holding History

Financial Security Advisor’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 		$1.04M Sell
2,035
-55
-3% -$29.7K 0.17% 62
2026
Q1 		$1.26M Buy
2,090
+107
+5% +$65.9K 0.23% 45
2025
Q4 		$959K Sell
1,983
-63
-3% -$30.1K 0.19% 53
2025
Q3 		$1.02M Buy
2,046
+5
+0.2% +$2.27K 0.22% 48
2025
Q2 		$945K Sell
2,041
-18
-0.9% -$8.43K 0.22% 47
2025
Q1 		$920K Sell
2,059
-103
-5% -$47.4K 0.23% 47
2024
Q4 		$1.05M Sell
2,162
-21
-1% -$11.4K 0.27% 43
2024
Q3 		$1.28M Sell
2,183
-13
-0.6% -$6.98K 0.32% 36
2024
Q2 		$1.03M Sell
2,196
-139
-6% -$64.2K 0.34% 39
2024
Q1 		$1.07M Sell
2,335
-162
-6% -$71K 0.37% 37
2023
Q4 		$1.13M Buy
2,497
+64
+3% +$28.4K 0.44% 34
2023
Q3 		$995K Buy
+2,433
New +$1.08M 0.46% 32

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

Financial Security Advisor's LMT Position: Q2 2026 in Review

Financial Security Advisor reduced its Lockheed Martin (LMT) stake by 2.6% in Q2 2026, selling an estimated $29.7K and leaving 2,035 shares worth $1.04M. The position accounts for 0.17% of the portfolio, ranked #62.

Financial Security Advisor first reported a position in LMT in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.28M in Q3 2024. 2,761 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Financial Security Advisor held 2,035 shares of Lockheed Martin worth $1.04M as of Q2 2026.
  • Financial Security Advisor sold 55 Lockheed Martin shares in Q2 2026, an estimated $29.7K.
  • Lockheed Martin made up 0.17% of Financial Security Advisor's portfolio in Q2 2026, its #62 holding.
  • Financial Security Advisor first reported a position in Lockheed Martin in Q3 2023 and has held it in 12 quarters since.
  • Financial Security Advisor's Lockheed Martin position peaked at $1.28M in Q3 2024.
  • 2,761 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.