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Insight Advisors’s Lockheed Martin LMT Stock Holding History

Insight 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
2023
Q2 		– Sell
-100
Closed -$47.3K – 302
2023
Q1 		$47.3K Buy
+100
New +$46.9K 0.01% 298

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

Insight Advisors's LMT Position: Q2 2026 in Review

Insight Advisors reduced its Lockheed Martin (LMT) stake by 2.6% in Q2 2026, selling an estimated $16.8K and leaving 1,168 shares worth $595K. The position accounts for 0.1% of the portfolio, ranked #128.

Insight Advisors first reported a position in LMT in Q1 2021 and has held it in 16 quarters since. The position peaked at $854K in Q3 2024. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Insight Advisors held 1,168 shares of Lockheed Martin worth $595K as of Q2 2026.
  • Insight Advisors sold 31 Lockheed Martin shares in Q2 2026, an estimated $16.8K.
  • Lockheed Martin made up 0.1% of Insight Advisors's portfolio in Q2 2026, its #128 holding.
  • Insight Advisors first reported a position in Lockheed Martin in Q1 2021 and has held it in 16 quarters since.
  • Insight Advisors's Lockheed Martin position peaked at $854K in Q3 2024.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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