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GLOBALT Investments’s Lockheed Martin LMT Stock Holding History

GLOBALT Investments’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 		$4.96M Sell
9,734
-172
-2% -$93K 0.17% 74
2026
Q1 		$5.99M Sell
9,906
-272
-3% -$168K 0.21% 58
2025
Q4 		$4.92M Sell
10,178
-281
-3% -$134K 0.18% 73
2025
Q3 		$5.22M Sell
10,459
-178
-2% -$80.8K 0.19% 72
2025
Q2 		$4.93M Sell
10,637
-566
-5% -$265K 0.19% 70
2025
Q1 		$5M Buy
11,203
+50
+0.4% +$23K 0.2% 71
2024
Q4 		$5.42M Sell
11,153
-139
-1% -$75.8K 0.21% 64
2024
Q3 		$6.6M Sell
11,292
-234
-2% -$126K 0.25% 56
2024
Q2 		$5.38M Sell
11,526
-99
-0.9% -$45.8K 0.22% 66
2024
Q1 		$5.29M Sell
11,625
-917
-7% -$402K 0.21% 66
2023
Q4 		$5.68M Buy
+12,542
New +$5.56M 0.24% 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

GLOBALT Investments's LMT Position: Q2 2026 in Review

GLOBALT Investments reduced its Lockheed Martin (LMT) stake by 1.7% in Q2 2026, selling an estimated $93K and leaving 9,734 shares worth $4.96M. The position accounts for 0.17% of the portfolio, ranked #74.

GLOBALT Investments first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.6M in Q3 2024. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • GLOBALT Investments held 9,734 shares of Lockheed Martin worth $4.96M as of Q2 2026.
  • GLOBALT Investments sold 172 Lockheed Martin shares in Q2 2026, an estimated $93K.
  • Lockheed Martin made up 0.17% of GLOBALT Investments's portfolio in Q2 2026, its #74 holding.
  • GLOBALT Investments first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
  • GLOBALT Investments's Lockheed Martin position peaked at $6.6M in Q3 2024.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.