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Independent Financial Group’s Lockheed Martin LMT Stock Holding History

Independent Financial Group’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 		$2.4M Buy
4,716
+594
+14% +$321K 0.04% 400
2026
Q1 		$2.49M Buy
4,122
+412
+11% +$254K 0.06% 348
2025
Q4 		$1.79M Sell
3,710
-304
-8% -$145K 0.04% 421
2025
Q3 		$2M Buy
4,014
+172
+4% +$78K 0.05% 384
2025
Q2 		$1.78M Buy
3,842
+570
+17% +$267K 0.05% 377
2025
Q1 		$1.46M Sell
3,272
-2,574
-44% -$1.18M 0.05% 373
2024
Q4 		$2.84M Buy
5,846
+146
+3% +$79.6K 0.09% 209
2024
Q3 		$3.33M Buy
5,700
+84
+1% +$45.1K 0.12% 161
2024
Q2 		$2.62M Buy
5,616
+2,495
+80% +$1.15M 0.11% 183
2024
Q1 		$1.42M Sell
3,121
-126
-4% -$55.2K 0.07% 295
2023
Q4 		$1.47M Sell
3,247
-215
-6% -$95.3K 0.08% 263
2023
Q3 		$1.42M Sell
3,462
-1,036
-23% -$460K 0.09% 242
2023
Q2 		$2.07M Buy
4,498
+866
+24% +$402K 0.14% 155
2023
Q1 		$1.72M Sell
3,632
-74
-2% -$34.7K 0.14% 170
2022
Q4 		$1.8M Buy
3,706
+452
+14% +$210K 0.16% 132
2022
Q3 		$1.26M Sell
3,254
-32
-1% -$13.4K 0.11% 181
2022
Q2 		$1.41M Sell
3,286
-524
-14% -$230K 0.15% 156
2022
Q1 		$1.68M Sell
3,810
-649
-15% -$263K 0.14% 154
2021
Q4 		$1.58M Buy
4,459
+2,132
+92% +$737K 0.13% 155
2021
Q3 		$803K Sell
2,327
-635
-21% -$230K 0.08% 266
2021
Q2 		$1.12M Sell
2,962
-155
-5% -$59.6K 0.12% 190
2021
Q1 		$1.15M Buy
3,117
+867
+39% +$297K 0.15% 169
2020
Q4 		$799K Sell
2,250
-25
-1% -$9.19K 0.12% 197
2020
Q3 		$872K Sell
2,275
-41
-2% -$15.6K 0.16% 147
2020
Q2 		$845K Buy
2,316
+487
+27% +$184K 0.19% 139
2020
Q1 		$620K Buy
+1,829
New +$719K 0.18% 139

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

Independent Financial Group's LMT Position: Q2 2026 in Review

Independent Financial Group increased its Lockheed Martin (LMT) stake by 14% in Q2 2026, buying an estimated $321K and bringing the position to 4,716 shares worth $2.4M. The position accounts for 0.04% of the portfolio, ranked #400.

Independent Financial Group first reported a position in LMT in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.33M in Q3 2024. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Independent Financial Group held 4,716 shares of Lockheed Martin worth $2.4M as of Q2 2026.
  • Independent Financial Group bought 594 Lockheed Martin shares in Q2 2026, an estimated $321K.
  • Lockheed Martin made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #400 holding.
  • Independent Financial Group first reported a position in Lockheed Martin in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Lockheed Martin position peaked at $3.33M in Q3 2024.
  • 2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.