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IFC Advisors’s Lockheed Martin LMT Stock Holding History

IFC 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 		$295K Sell
579
-1
-0.2% -$541 0.04% 143
2026
Q1 		$351K Buy
580
+7
+1% +$4.31K 0.05% 111
2025
Q4 		$277K Buy
573
+1
+0.2% +$479 0.04% 143
2025
Q3 		$286K Sell
572
-45
-7% -$20.4K 0.05% 146
2025
Q2 		$286K Sell
617
-21
-3% -$9.83K 0.05% 146
2025
Q1 		$285K Buy
638
+8
+1% +$3.68K 0.06% 134
2024
Q4 		$306K Buy
+630
New +$343K 0.07% 118

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

IFC Advisors's LMT Position: Q2 2026 in Review

IFC Advisors reduced its Lockheed Martin (LMT) stake by 0.17% in Q2 2026, selling an estimated $541 and leaving 579 shares worth $295K. The position accounts for 0.04% of the portfolio, ranked #143.

IFC Advisors first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $351K in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • IFC Advisors held 579 shares of Lockheed Martin worth $295K as of Q2 2026.
  • IFC Advisors sold 1 Lockheed Martin share in Q2 2026, an estimated $541.
  • Lockheed Martin made up 0.04% of IFC Advisors's portfolio in Q2 2026, its #143 holding.
  • IFC Advisors first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • IFC Advisors's Lockheed Martin position peaked at $351K in Q1 2026.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on IFC Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.