IMA Advisory Services’s Lockheed Martin LMT Stock Holding History

IMA Advisory Services’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	$185K	Buy	+364	New	+$197K	0.01%	336
2023 Q4	–	Sell	-40	Closed	-$16.4K	–	182
2023 Q3	$16.4K	Hold	40	–	–	﹤0.01%	226
2023 Q2	$18.4K	Sell	40 -55	-58%	-$25.5K	﹤0.01%	224
2023 Q1	$44.9K	Hold	95	–	–	0.01%	179
2022 Q4	$46.2K	Buy	95 +16	+20%	+$7.43K	0.01%	185
2022 Q3	$31K	Buy	79 +1	+1%	+$418	0.01%	199
2022 Q2	$34K	Buy	78 +23	+42%	+$10.1K	0.01%	207
2022 Q1	$24K	Hold	55	–	–	0.01%	195
2021 Q4	$20K	Hold	55	–	–	﹤0.01%	217
2021 Q3	$19K	Hold	55	–	–	﹤0.01%	206
2021 Q2	$21K	Hold	55	–	–	﹤0.01%	194
2021 Q1	$20K	Hold	55	–	–	﹤0.01%	201
2020 Q4	$20K	Hold	55	–	–	0.01%	179
2020 Q3	$21K	Hold	55	–	–	0.01%	173
2020 Q2	$20K	Hold	55	–	–	0.01%	173
2020 Q1	$19K	Hold	55	–	–	0.01%	179
2019 Q4	$21K	Hold	55	–	–	0.01%	183
2019 Q3	$21K	Hold	55	–	–	0.01%	185
2019 Q2	$20K	Hold	55	–	–	0.01%	182
2019 Q1	$17K	Hold	55	–	–	0.01%	191
2018 Q4	$14K	Hold	55	–	–	0.01%	203
2018 Q3	$19K	Sell	55 -3	-5%	-$968	0.01%	190
2018 Q2	$17K	Buy	+58	New	+$18.7K	0.01%	230
2018 Q1	–	Sell	-2,096	Closed	-$673K	–	116
2017 Q4	$673K	Sell	2,096 -235	-10%	-$74.1K	0.3%	92
2017 Q3	$723K	Hold	2,331	–	–	0.34%	90
2017 Q2	$647K	Sell	2,331 -387	-14%	-$106K	0.31%	95
2017 Q1	$727K	Buy	2,718 +373	+16%	+$97.7K	0.37%	87
2016 Q4	$586K	Buy	+2,345	New	+$586K	0.36%	85

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

IMA Advisory Services's LMT Position: Q2 2026 in Review

IMA Advisory Services opened a new position in Lockheed Martin (LMT) in Q2 2026: 364 shares worth $185K. The stake represents 0.01% of the portfolio and ranks #336 among its holdings. This is a return to the name: IMA Advisory Services previously reported a position in LMT as recently as Q3 2023.

IMA Advisory Services first reported a position in LMT in Q4 2016 and has held it in 28 quarters since. The position peaked at $727K in Q1 2017. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

IMA Advisory Services held 364 shares of Lockheed Martin worth $185K as of Q2 2026.
Lockheed Martin was a new IMA Advisory Services position in Q2 2026.
Lockheed Martin made up 0.01% of IMA Advisory Services's portfolio in Q2 2026, its #336 holding.
IMA Advisory Services first reported a position in Lockheed Martin in Q4 2016 and has held it in 28 quarters since.
IMA Advisory Services's Lockheed Martin position peaked at $727K in Q1 2017.
2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.