First Long Island Investors’s Lockheed Martin LMT Stock Holding History

First Long Island Investors’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	$12.7M	Buy	+24,948	New	+$13.5M	0.9%	42
2021 Q4	–	Sell	-48,835	Closed	-$16.9M	–	66
2021 Q3	$16.9M	Buy	48,835 +1,972	+4%	+$714K	1.44%	34
2021 Q2	$17.7M	Sell	46,863 -1,688	-3%	-$649K	1.52%	32
2021 Q1	$17.9M	Sell	48,551 -500	-1%	-$172K	1.59%	31
2020 Q4	$17.4M	Buy	49,051 +7,622	+18%	+$2.8M	1.63%	29
2020 Q3	$15.9M	Buy	41,429 +215	+0.5%	+$82K	1.64%	26
2020 Q2	$15M	Buy	41,214 +5,437	+15%	+$2.05M	1.7%	27
2020 Q1	$12.1M	Buy	35,777 +3,992	+13%	+$1.57M	1.65%	28
2019 Q4	$12.4M	Buy	31,785 +370	+1%	+$142K	1.39%	35
2019 Q3	$12.3M	Buy	31,415 +9,013	+40%	+$3.39M	1.5%	34
2019 Q2	$8.14M	Buy	+22,402	New	+$7.49M	1.01%	44

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

First Long Island Investors's LMT Position: Q2 2026 in Review

First Long Island Investors opened a new position in Lockheed Martin (LMT) in Q2 2026: 24,948 shares worth $12.7M. The stake represents 0.9% of the portfolio and ranks #42 among its holdings. This is a return to the name: First Long Island Investors previously reported a position in LMT as recently as Q3 2021.

First Long Island Investors first reported a position in LMT in Q2 2019 and has held it in 11 quarters since. The position peaked at $17.9M in Q1 2021. 2,784 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

First Long Island Investors held 24,948 shares of Lockheed Martin worth $12.7M as of Q2 2026.
Lockheed Martin was a new First Long Island Investors position in Q2 2026.
Lockheed Martin made up 0.9% of First Long Island Investors's portfolio in Q2 2026, its #42 holding.
First Long Island Investors first reported a position in Lockheed Martin in Q2 2019 and has held it in 11 quarters since.
First Long Island Investors's Lockheed Martin position peaked at $17.9M in Q1 2021.
2,784 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on First Long Island Investors's 13F filing for Q2 2026, filed 13 Aug 2026.