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Innovative Asset Advisors Group’s Lockheed Martin LMT Stock Holding History

Innovative Asset Advisors 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 		$1.34M Buy
2,622
+17
+0.7% +$9.19K 0.58% 37
2026
Q1 		$1.57M Buy
+2,605
New +$1.6M 0.91% 19

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Innovative Asset Advisors Group's LMT Position: Q2 2026 in Review

Innovative Asset Advisors Group increased its Lockheed Martin (LMT) stake by 0.65% in Q2 2026, buying an estimated $9.19K and bringing the position to 2,622 shares worth $1.34M. The position accounts for 0.58% of the portfolio, ranked #37.

Innovative Asset Advisors Group first reported a position in LMT in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.57M in Q1 2026. 2,657 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Innovative Asset Advisors Group held 2,622 shares of Lockheed Martin worth $1.34M as of Q2 2026.
  • Innovative Asset Advisors Group bought 17 Lockheed Martin shares in Q2 2026, an estimated $9.19K.
  • Lockheed Martin made up 0.58% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #37 holding.
  • Innovative Asset Advisors Group first reported a position in Lockheed Martin in Q1 2026 and has held it in 2 quarters since.
  • Innovative Asset Advisors Group's Lockheed Martin position peaked at $1.57M in Q1 2026.
  • 2,657 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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