Infrastructure Capital Advisors’s Lockheed Martin LMT Stock Holding History

Infrastructure Capital 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	$6.4M	Buy	12,554 +11,042	+730%	+$5.97M	0.37%	40
2026 Q1	$914K	Buy	1,512 +998	+194%	+$615K	0.06%	83
2025 Q4	$249K	Buy	+514	New	+$246K	0.02%	135
2021 Q4	–	Sell	-3,001	Closed	-$1.05M	–	49
2021 Q3	$1.05M	Buy	+3,001	New	+$1.09M	0.16%	29
2020 Q1	–	Sell	-580	Closed	-$226K	–	95
2019 Q4	$226K	Buy	+580	New	+$223K	0.04%	89

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

Infrastructure Capital Advisors's LMT Position: Q2 2026 in Review

Infrastructure Capital Advisors increased its Lockheed Martin (LMT) stake by 730% in Q2 2026, buying an estimated $5.97M and bringing the position to 12,554 shares worth $6.4M. The position accounts for 0.37% of the portfolio, ranked #40.

Infrastructure Capital Advisors first reported a position in LMT in Q4 2019 and has held it in 5 quarters since. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Infrastructure Capital Advisors held 12,554 shares of Lockheed Martin worth $6.4M as of Q2 2026.
Infrastructure Capital Advisors bought 11,042 Lockheed Martin shares in Q2 2026, an estimated $5.97M.
Lockheed Martin made up 0.37% of Infrastructure Capital Advisors's portfolio in Q2 2026, its #40 holding.
Infrastructure Capital Advisors first reported a position in Lockheed Martin in Q4 2019 and has held it in 5 quarters since.
2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Infrastructure Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.