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Havemeyer Place’s Lockheed Martin LMT Stock Holding History

Havemeyer Place’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 		$5.99M Buy
+11,748
New +$6.35M 0.59% 28
2026
Q1 		– Sell
-11,931
Closed -$5.77M – 619
2025
Q4 		$5.77M Buy
+11,931
New +$5.71M 1.14% 3

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Havemeyer Place's LMT Position: Q2 2026 in Review

Havemeyer Place opened a new position in Lockheed Martin (LMT) in Q2 2026: 11,748 shares worth $5.99M. The stake represents 0.59% of the portfolio and ranks #28 among its holdings. This is a return to the name: Havemeyer Place previously reported a position in LMT as recently as Q4 2025.

Havemeyer Place first reported a position in LMT in Q4 2025 and has held it in 2 quarters since. 2,764 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Havemeyer Place held 11,748 shares of Lockheed Martin worth $5.99M as of Q2 2026.
  • Lockheed Martin was a new Havemeyer Place position in Q2 2026.
  • Lockheed Martin made up 0.59% of Havemeyer Place's portfolio in Q2 2026, its #28 holding.
  • Havemeyer Place first reported a position in Lockheed Martin in Q4 2025 and has held it in 2 quarters since.
  • 2,764 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Havemeyer Place's 13F filing for Q2 2026, filed 13 Aug 2026.