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Foundations Investment Advisors’s Lockheed Martin LMT Stock Holding History

Foundations Investment 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 		$5.2M Hold
10,205
– – 0.05% 244
2026
Q1 		$6.17M Sell
10,205
-1,185
-10% -$730K 0.08% 201
2025
Q4 		$5.51M Buy
11,390
+4,743
+71% +$2.27M 0.07% 213
2025
Q3 		$3.32M Sell
6,647
-18
-0.3% -$8.17K 0.05% 254
2025
Q2 		$3.09M Buy
6,665
+1,491
+29% +$698K 0.05% 257
2025
Q1 		$2.31M Sell
5,174
-16,257
-76% -$7.48M 0.04% 276
2024
Q4 		$10.4M Buy
21,431
+3,727
+21% +$2.03M 0.2% 105
2024
Q3 		$10.3M Buy
17,704
+1,015
+6% +$545K 0.22% 98
2024
Q2 		$7.8M Buy
16,689
+2,376
+17% +$1.1M 0.19% 98
2024
Q1 		$6.51M Buy
14,313
+1,280
+10% +$561K 0.17% 107
2023
Q4 		$5.6M Buy
13,033
+3,795
+41% +$1.68M 0.15% 111
2023
Q3 		$3.78M Buy
9,238
+885
+11% +$393K 0.12% 145
2023
Q2 		$3.85M Buy
8,353
+1,443
+21% +$670K 0.13% 118
2023
Q1 		$3.27M Buy
6,910
+271
+4% +$127K 0.12% 114
2022
Q4 		$3.23M Buy
6,639
+1,645
+33% +$764K 0.13% 86
2022
Q3 		$1.93M Buy
4,994
+135
+3% +$56.4K 0.08% 105
2022
Q2 		$2.07M Buy
4,859
+510
+12% +$224K 0.09% 95
2022
Q1 		$2.03M Buy
4,349
+690
+19% +$280K 0.08% 94
2021
Q4 		$1.32M Buy
3,659
+1,850
+102% +$640K 0.05% 105
2021
Q3 		$629K Buy
1,809
+158
+10% +$57.2K 0.03% 149
2021
Q2 		$633K Buy
1,651
+39
+2% +$15K 0.03% 141
2021
Q1 		$613K Buy
1,612
+302
+23% +$104K 0.04% 122
2020
Q4 		$440K Buy
1,310
+121
+10% +$44.5K 0.03% 122
2020
Q3 		$453K Sell
1,189
-13
-1% -$4.96K 0.1% 115
2020
Q2 		$435K Sell
1,202
-5
-0.4% -$1.89K 0.04% 108
2020
Q1 		$409K Buy
+1,207
New +$475K 0.05% 78

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

Foundations Investment Advisors's LMT Position: Q2 2026 in Review

Foundations Investment Advisors held its Lockheed Martin (LMT) position steady in Q2 2026 at 10,205 shares worth $5.2M. The position accounts for 0.05% of the portfolio, ranked #244.

Foundations Investment Advisors first reported a position in LMT in Q1 2020 and has held it in 26 quarters since. The position peaked at $10.4M in Q4 2024. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Foundations Investment Advisors held 10,205 shares of Lockheed Martin worth $5.2M as of Q2 2026.
  • Foundations Investment Advisors left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.05% of Foundations Investment Advisors's portfolio in Q2 2026, its #244 holding.
  • Foundations Investment Advisors first reported a position in Lockheed Martin in Q1 2020 and has held it in 26 quarters since.
  • Foundations Investment Advisors's Lockheed Martin position peaked at $10.4M in Q4 2024.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.