Guardian Asset Advisors’s Lockheed Martin LMT Stock Holding History

Guardian Asset 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	$245K	Sell	481 -20	-4%	-$10.8K	0.11%	115
2026 Q1	$303K	Buy	501 +20	+4%	+$12.3K	0.18%	85
2025 Q4	$232K	Sell	481 -8	-2%	-$3.83K	0.12%	101
2025 Q3	$244K	Sell	489 -12	-2%	-$5.45K	0.13%	98
2025 Q2	$232K	Hold	501	–	–	0.13%	100
2025 Q1	$224K	Hold	501	–	–	0.15%	95
2024 Q4	$243K	Sell	501 -122	-20%	-$66.5K	0.16%	92
2024 Q3	$364K	Hold	623	–	–	0.25%	76
2024 Q2	$291K	Hold	623	–	–	0.21%	85
2024 Q1	$283K	Hold	623	–	–	0.24%	82
2023 Q4	$282K	Buy	+623	New	+$276K	0.26%	74

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

Guardian Asset Advisors's LMT Position: Q2 2026 in Review

Guardian Asset Advisors reduced its Lockheed Martin (LMT) stake by 4% in Q2 2026, selling an estimated $10.8K and leaving 481 shares worth $245K. The position accounts for 0.11% of the portfolio, ranked #115.

Guardian Asset Advisors first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $364K in Q3 2024. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Guardian Asset Advisors held 481 shares of Lockheed Martin worth $245K as of Q2 2026.
Guardian Asset Advisors sold 20 Lockheed Martin shares in Q2 2026, an estimated $10.8K.
Lockheed Martin made up 0.11% of Guardian Asset Advisors's portfolio in Q2 2026, its #115 holding.
Guardian Asset Advisors first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
Guardian Asset Advisors's Lockheed Martin position peaked at $364K in Q3 2024.
2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.