Fortis Capital Management’s Lockheed Martin LMT Stock Holding History

Fortis Capital Management’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	$242K	Buy	+475	New	+$257K	0.03%	213
2024 Q1	–	Sell	-1,820	Closed	-$825K	–	131
2023 Q4	$825K	Buy	1,820 +52	+3%	+$23K	0.21%	91
2023 Q3	$723K	Buy	+1,768	New	+$784K	0.23%	81
2021 Q1	–	Sell	-595	Closed	-$211K	–	121
2020 Q4	$211K	Buy	+595	New	+$219K	0.16%	86

Other funds holding LMT

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Fortis Capital Management opened a new position in Lockheed Martin (LMT) in Q2 2026: 475 shares worth $242K. The stake represents 0.03% of the portfolio and ranks #213 among its holdings. This is a return to the name: Fortis Capital Management previously reported a position in LMT as recently as Q4 2023.

Fortis Capital Management first reported a position in LMT in Q4 2020 and has held it in 4 quarters since. The position peaked at $825K in Q4 2023. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Fortis Capital Management held 475 shares of Lockheed Martin worth $242K as of Q2 2026.
Lockheed Martin was a new Fortis Capital Management position in Q2 2026.
Lockheed Martin made up 0.03% of Fortis Capital Management's portfolio in Q2 2026, its #213 holding.
Fortis Capital Management first reported a position in Lockheed Martin in Q4 2020 and has held it in 4 quarters since.
Fortis Capital Management's Lockheed Martin position peaked at $825K in Q4 2023.
2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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