FORA Capital’s Lockheed Martin LMT Stock Holding History

FORA Capital’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	$17.5M	Sell	34,450 -814	-2%	-$440K	1.2%	15
2026 Q1	$21.3M	Buy	35,264 +30,484	+638%	+$18.8M	1.56%	9
2025 Q4	$2.31M	Buy	+4,780	New	+$2.29M	0.28%	96
2025 Q2	–	Sell	-17,377	Closed	-$7.76M	–	619
2025 Q1	$7.76M	Buy	17,377 +1,020	+6%	+$470K	0.79%	21
2024 Q4	$7.95M	Buy	+16,357	New	+$8.92M	0.91%	24
2024 Q2	–	Sell	-24,135	Closed	-$11M	–	468
2024 Q1	$11M	Buy	24,135 +5,179	+27%	+$2.27M	0.9%	26
2023 Q4	$8.59M	Sell	18,956 -4,414	-19%	-$1.96M	0.74%	31
2023 Q3	$9.56M	Buy	23,370 +19,191	+459%	+$8.51M	0.84%	26
2023 Q2	$1.92M	Sell	4,179 -16,930	-80%	-$7.86M	0.27%	103
2023 Q1	$9.98M	Buy	+21,109	New	+$9.9M	1%	11
2022 Q4	–	Sell	-2,442	Closed	-$943K	–	583
2022 Q3	$943K	Sell	2,442 -11,143	-82%	-$4.65M	0.18%	169
2022 Q2	$5.84M	Buy	+13,585	New	+$5.97M	1.16%	10
2022 Q1	–	Sell	-3,205	Closed	-$1.14M	–	577
2021 Q4	$1.14M	Buy	+3,205	New	+$1.11M	0.44%	61
2021 Q3	–	Sell	-2,253	Closed	-$852K	–	633
2021 Q2	$852K	Buy	+2,253	New	+$866K	0.16%	168
2020 Q3	–	Sell	-6,020	Closed	-$2.2M	–	842
2020 Q2	$2.2M	Buy	+6,020	New	+$2.27M	0.75%	17
2020 Q1	–	Sell	-14,828	Closed	-$5.77M	–	1198
2019 Q4	$5.77M	Buy	+14,828	New	+$5.69M	0.58%	27

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

FORA Capital's LMT Position: Q2 2026 in Review

FORA Capital reduced its Lockheed Martin (LMT) stake by 2.3% in Q2 2026, selling an estimated $440K and leaving 34,450 shares worth $17.5M. The position accounts for 1.2% of the portfolio, ranked #15.

FORA Capital first reported a position in LMT in Q4 2019 and has held it in 16 quarters since. The position peaked at $21.3M in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

FORA Capital held 34,450 shares of Lockheed Martin worth $17.5M as of Q2 2026.
FORA Capital sold 814 Lockheed Martin shares in Q2 2026, an estimated $440K.
Lockheed Martin made up 1.2% of FORA Capital's portfolio in Q2 2026, its #15 holding.
FORA Capital first reported a position in Lockheed Martin in Q4 2019 and has held it in 16 quarters since.
FORA Capital's Lockheed Martin position peaked at $21.3M in Q1 2026.
2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.