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Fortis Capital Advisors’s Lockheed Martin LMT Stock Holding History

Fortis Capital 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 		$496K Buy
973
+10
+1% +$5.41K 0.06% 247
2026
Q1 		$582K Buy
963
+109
+13% +$67.1K 0.08% 210
2025
Q4 		$413K Sell
854
-129
-13% -$61.7K 0.06% 218
2025
Q3 		$491K Sell
983
-219
-18% -$99.4K 0.08% 181
2025
Q2 		$557K Sell
1,202
-75
-6% -$35.1K 0.1% 154
2025
Q1 		$570K Buy
1,277
+141
+12% +$64.9K 0.12% 147
2024
Q4 		$645K Buy
1,136
+2
+0.2% +$1.09K 0.22% 88
2024
Q3 		$663K Buy
1,134
+16
+1% +$8.59K 0.22% 83
2024
Q2 		$522K Sell
1,118
-206
-16% -$95.2K 0.19% 98
2024
Q1 		$602K Buy
1,324
+276
+26% +$121K 0.25% 68
2023
Q4 		$475K Buy
1,048
+307
+41% +$136K 0.25% 60
2023
Q3 		$303K Buy
741
+21
+3% +$9.32K 0.19% 77
2023
Q2 		$331K Sell
720
-200
-22% -$92.8K 0.19% 71
2023
Q1 		$435K Sell
920
-100
-10% -$46.9K 0.23% 63
2022
Q4 		$496K Buy
+1,020
New +$474K 0.3% 51

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

Fortis Capital Advisors's LMT Position: Q2 2026 in Review

Fortis Capital Advisors increased its Lockheed Martin (LMT) stake by 1% in Q2 2026, buying an estimated $5.41K and bringing the position to 973 shares worth $496K. The position accounts for 0.06% of the portfolio, ranked #247.

Fortis Capital Advisors first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $663K in Q3 2024. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Fortis Capital Advisors held 973 shares of Lockheed Martin worth $496K as of Q2 2026.
  • Fortis Capital Advisors bought 10 Lockheed Martin shares in Q2 2026, an estimated $5.41K.
  • Lockheed Martin made up 0.06% of Fortis Capital Advisors's portfolio in Q2 2026, its #247 holding.
  • Fortis Capital Advisors first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
  • Fortis Capital Advisors's Lockheed Martin position peaked at $663K in Q3 2024.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.