IAM Advisory’s Lockheed Martin LMT Stock Holding History

IAM Advisory’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	$2.25M	Buy	4,421 +50	+1%	+$27K	0.44%	39
2026 Q1	$2.64M	Sell	4,371 -6	-0.1%	-$3.7K	0.59%	29
2025 Q4	$2.12M	Buy	4,377 +29	+0.7%	+$13.9K	0.47%	34
2025 Q3	$2.17M	Buy	4,348 +103	+2%	+$46.7K	0.49%	32
2025 Q2	$1.97M	Buy	4,245 +99	+2%	+$46.3K	0.47%	33
2025 Q1	$1.85M	Buy	4,146 +10	+0.2%	+$4.6K	0.48%	35
2024 Q4	$2.01M	Buy	4,136 +55	+1%	+$30K	0.51%	31
2024 Q3	$2.39M	Buy	4,081 +54	+1%	+$29K	0.6%	24
2024 Q2	$1.88M	Buy	4,027 +114	+3%	+$52.7K	0.51%	36
2024 Q1	$1.78M	Buy	3,913 +81	+2%	+$35.5K	0.49%	36
2023 Q4	$1.74M	Buy	3,832 +127	+3%	+$56.3K	0.55%	30
2023 Q3	$1.52M	Buy	3,705 +117	+3%	+$51.9K	0.53%	32
2023 Q2	$1.65M	Buy	3,588 +167	+5%	+$77.5K	0.56%	25
2023 Q1	$1.62M	Buy	3,421 +194	+6%	+$91K	0.56%	22
2022 Q4	$1.57M	Buy	3,227 +112	+4%	+$52K	0.58%	23
2022 Q3	$1.2M	Buy	3,115 +196	+7%	+$81.8K	0.51%	29
2022 Q2	$1.25M	Buy	2,919 +107	+4%	+$47K	0.52%	25
2022 Q1	$1.24M	Buy	2,812 +84	+3%	+$34.1K	0.5%	30
2021 Q4	$991K	Buy	2,728 +299	+12%	+$103K	0.39%	38
2021 Q3	$867K	Buy	+2,429	New	+$879K	0.37%	45
2021 Q2	–	Sell	-2,227	Closed	-$858K	–	72
2021 Q1	$858K	Buy	2,227 +128	+6%	+$43.9K	0.37%	44
2020 Q4	$698K	Buy	+2,099	New	+$772K	0.35%	45

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

IAM Advisory's LMT Position: Q2 2026 in Review

IAM Advisory increased its Lockheed Martin (LMT) stake by 1.1% in Q2 2026, buying an estimated $27K and bringing the position to 4,421 shares worth $2.25M. The position accounts for 0.44% of the portfolio, ranked #39.

IAM Advisory first reported a position in LMT in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.64M in Q1 2026. 2,771 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

IAM Advisory held 4,421 shares of Lockheed Martin worth $2.25M as of Q2 2026.
IAM Advisory bought 50 Lockheed Martin shares in Q2 2026, an estimated $27K.
Lockheed Martin made up 0.44% of IAM Advisory's portfolio in Q2 2026, its #39 holding.
IAM Advisory first reported a position in Lockheed Martin in Q4 2020 and has held it in 22 quarters since.
IAM Advisory's Lockheed Martin position peaked at $2.64M in Q1 2026.
2,771 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.