FWL Investment Management’s Lockheed Martin LMT Stock Holding History

FWL Investment 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	$77.9K	Buy	153 +118	+337%	+$63.8K	0.01%	165
2026 Q1	$21.2K	Buy	+35	New	+$21.6K	﹤0.01%	218
2025 Q1	–	Sell	-18,104	Closed	-$8.8M	–	313
2024 Q4	$8.8M	Buy	18,104 +970	+6%	+$529K	3.2%	10
2024 Q3	$10M	Buy	17,134 +3,732	+28%	+$2M	3.84%	6
2024 Q2	$6.26M	Buy	13,402 +527	+4%	+$244K	3.16%	13
2024 Q1	$5.86M	Buy	12,875 +4,874	+61%	+$2.14M	3.23%	12
2023 Q4	$3.63M	Buy	+8,001	New	+$3.54M	2.11%	20
2023 Q1	–	Sell	-210	Closed	-$102K	–	141
2022 Q4	$102K	Buy	+210	New	+$97.6K	0.08%	71

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

FWL Investment Management's LMT Position: Q2 2026 in Review

FWL Investment Management increased its Lockheed Martin (LMT) stake by 337% in Q2 2026, buying an estimated $63.8K and bringing the position to 153 shares worth $77.9K. The position accounts for 0.01% of the portfolio, ranked #165.

FWL Investment Management first reported a position in LMT in Q4 2022 and has held it in 8 quarters since. The position peaked at $10M in Q3 2024. 2,784 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

FWL Investment Management held 153 shares of Lockheed Martin worth $77.9K as of Q2 2026.
FWL Investment Management bought 118 Lockheed Martin shares in Q2 2026, an estimated $63.8K.
Lockheed Martin made up 0.01% of FWL Investment Management's portfolio in Q2 2026, its #165 holding.
FWL Investment Management first reported a position in Lockheed Martin in Q4 2022 and has held it in 8 quarters since.
FWL Investment Management's Lockheed Martin position peaked at $10M in Q3 2024.
2,784 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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