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Fortress Private Ledger’s Lockheed Martin LMT Stock Holding History

Fortress Private Ledger’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 		$458K Sell
898
-80
-8% -$43.3K 0.12% 173
2026
Q1 		$591K Buy
978
+26
+3% +$16K 0.18% 116
2025
Q4 		$460K Buy
952
+27
+3% +$12.9K 0.15% 130
2025
Q3 		$462K Sell
925
-33
-3% -$15K 0.17% 113
2025
Q2 		$443K Buy
958
+60
+7% +$28.1K 0.2% 98
2025
Q1 		$401K Sell
898
-273
-23% -$126K 0.22% 93
2024
Q4 		$569K Buy
+1,171
New +$638K 0.35% 62

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

Fortress Private Ledger's LMT Position: Q2 2026 in Review

Fortress Private Ledger reduced its Lockheed Martin (LMT) stake by 8.2% in Q2 2026, selling an estimated $43.3K and leaving 898 shares worth $458K. The position accounts for 0.12% of the portfolio, ranked #173.

Fortress Private Ledger first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $591K in Q1 2026. 2,779 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Fortress Private Ledger held 898 shares of Lockheed Martin worth $458K as of Q2 2026.
  • Fortress Private Ledger sold 80 Lockheed Martin shares in Q2 2026, an estimated $43.3K.
  • Lockheed Martin made up 0.12% of Fortress Private Ledger's portfolio in Q2 2026, its #173 holding.
  • Fortress Private Ledger first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • Fortress Private Ledger's Lockheed Martin position peaked at $591K in Q1 2026.
  • 2,779 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Fortress Private Ledger's 13F filing for Q2 2026, filed 7 Aug 2026.