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IEQ Capital’s Lockheed Martin LMT Stock Holding History

IEQ Capital’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 		$33.9M Sell
66,452
-25,079
-27% -$13.6M 0.16% 121
2026
Q1 		$55.3M Buy
91,531
+15,204
+20% +$9.37M 0.26% 71
2025
Q4 		$36.9M Buy
76,327
+53,827
+239% +$25.8M 0.11% 114
2025
Q3 		$11.2M Sell
22,500
-13,976
-38% -$6.34M 0.03% 302
2025
Q2 		$16.9M Buy
36,476
+18,175
+99% +$8.51M 0.1% 149
2025
Q1 		$8.18M Buy
18,301
+4,923
+37% +$2.27M 0.07% 228
2024
Q4 		$6.5M Sell
13,378
-1,364
-9% -$744K 0.06% 218
2024
Q3 		$8.62M Buy
14,742
+1,346
+10% +$723K 0.11% 137
2024
Q2 		$6.26M Buy
13,396
+1,478
+12% +$683K 0.08% 156
2024
Q1 		$5.42M Buy
11,918
+77
+0.7% +$33.7K 0.08% 163
2023
Q4 		$5.37M Sell
11,841
-587
-5% -$260K 0.09% 148
2023
Q3 		$5.08M Sell
12,428
-1,370
-10% -$608K 0.1% 132
2023
Q2 		$6.35M Buy
13,798
+269
+2% +$125K 0.13% 115
2023
Q1 		$6.4M Sell
13,529
-96
-0.7% -$45K 0.15% 107
2022
Q4 		$6.63M Buy
13,625
+298
+2% +$138K 0.19% 92
2022
Q3 		$5.15M Buy
13,327
+4,159
+45% +$1.74M 0.14% 110
2022
Q2 		$3.94M Buy
9,168
+1,517
+20% +$666K 0.12% 118
2022
Q1 		$3.38M Sell
7,651
-3,884
-34% -$1.57M 0.08% 148
2021
Q4 		$4.1M Buy
11,535
+2,049
+22% +$709K 0.09% 122
2021
Q3 		$3.27M Buy
9,486
+1,249
+15% +$452K 0.09% 132
2021
Q2 		$3.12M Buy
8,237
+1,613
+24% +$620K 0.09% 128
2021
Q1 		$2.45M Buy
+6,624
New +$2.27M 0.1% 119
2020
Q4 		– Sell
-3,940
Closed -$1.51M – 317
2020
Q3 		$1.51M Sell
3,940
-63
-2% -$24K 0.08% 132
2020
Q2 		$1.46M Sell
4,003
-733
-15% -$277K 0.09% 125
2020
Q1 		$1.6M Buy
4,736
+1,000
+27% +$393K 0.13% 106
2019
Q4 		$1.46M Buy
+3,736
New +$1.43M 0.13% 117

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

IEQ Capital's LMT Position: Q2 2026 in Review

IEQ Capital reduced its Lockheed Martin (LMT) stake by 27% in Q2 2026, selling an estimated $13.6M and leaving 66,452 shares worth $33.9M. The position accounts for 0.16% of the portfolio, ranked #121.

IEQ Capital first reported a position in LMT in Q4 2019 and has held it in 26 quarters since. The position peaked at $55.3M in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • IEQ Capital held 66,452 shares of Lockheed Martin worth $33.9M as of Q2 2026.
  • IEQ Capital sold 25,079 Lockheed Martin shares in Q2 2026, an estimated $13.6M.
  • Lockheed Martin made up 0.16% of IEQ Capital's portfolio in Q2 2026, its #121 holding.
  • IEQ Capital first reported a position in Lockheed Martin in Q4 2019 and has held it in 26 quarters since.
  • IEQ Capital's Lockheed Martin position peaked at $55.3M in Q1 2026.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.