Genus Capital Management’s Lockheed Martin LMT Stock Holding History

Genus 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	–	Sell	-4,900	Closed	-$2.96M	–	215
2026 Q1	$2.96M	Buy	+4,900	New	+$3.02M	0.34%	92
2023 Q3	–	Sell	-7,115	Closed	-$3.28M	–	205
2023 Q2	$3.28M	Buy	+7,115	New	+$3.3M	0.48%	69

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

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

Genus Capital Management sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 4,900 shares — an estimated $2.96M sold.

Genus Capital Management first reported a position in LMT in Q2 2023 and held it in 2 quarters. The position peaked at $3.28M in Q2 2023. 2,787 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Genus Capital Management reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
Genus Capital Management sold 4,900 Lockheed Martin shares in Q2 2026, an estimated $2.96M.
Genus Capital Management first reported a position in Lockheed Martin in Q2 2023 and held it in 2 quarters.
Genus Capital Management's Lockheed Martin position peaked at $3.28M in Q2 2023.
2,787 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Genus Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.