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Fountainhead AM’s Lockheed Martin LMT Stock Holding History

Fountainhead AM’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 		$175K Buy
344
+151
+78% +$81.6K 0.13% 101
2026
Q1 		$117K Buy
+193
New +$119K 0.1% 129
2025
Q4 		– Sell
-598
Closed -$299K – 209
2025
Q3 		$299K Buy
598
+10
+2% +$4.54K 0.04% 171
2025
Q2 		$273K Sell
588
-23
-4% -$10.8K 0.04% 168
2025
Q1 		$273K Buy
611
+89
+17% +$41K 0.04% 145
2024
Q4 		$254K Buy
522
+7
+1% +$3.82K 0.05% 141
2024
Q3 		$301K Sell
515
-10
-2% -$5.37K 0.06% 105
2024
Q2 		$245K Sell
525
-14
-3% -$6.47K 0.06% 114
2024
Q1 		$245K Buy
539
+5
+0.9% +$2.19K 0.06% 115
2023
Q4 		$242K Buy
534
+16
+3% +$7.09K 0.07% 100
2023
Q3 		$212K Buy
518
+32
+7% +$14.2K 0.07% 84
2023
Q2 		$224K Sell
486
-18
-4% -$8.36K 0.08% 74
2023
Q1 		$238K Hold
504
– – 0.09% 64
2022
Q4 		$245K Buy
+504
New +$234K 0.11% 57
2022
Q3 		– Sell
-503
Closed -$216K – 79
2022
Q2 		$216K Buy
+503
New +$221K 0.12% 62

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

Fountainhead AM's LMT Position: Q2 2026 in Review

Fountainhead AM increased its Lockheed Martin (LMT) stake by 78% in Q2 2026, buying an estimated $81.6K and bringing the position to 344 shares worth $175K. The position accounts for 0.13% of the portfolio, ranked #101.

Fountainhead AM first reported a position in LMT in Q2 2022 and has held it in 15 quarters since. The position peaked at $301K in Q3 2024. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Fountainhead AM held 344 shares of Lockheed Martin worth $175K as of Q2 2026.
  • Fountainhead AM bought 151 Lockheed Martin shares in Q2 2026, an estimated $81.6K.
  • Lockheed Martin made up 0.13% of Fountainhead AM's portfolio in Q2 2026, its #101 holding.
  • Fountainhead AM first reported a position in Lockheed Martin in Q2 2022 and has held it in 15 quarters since.
  • Fountainhead AM's Lockheed Martin position peaked at $301K in Q3 2024.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.