Insigneo Advisory Services’s Lockheed Martin LMT Stock Holding History

Insigneo 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	$1.69M	Buy	3,313 +168	+5%	+$90.8K	0.06%	214
2026 Q1	$1.9M	Buy	3,145 +261	+9%	+$161K	0.14%	137
2025 Q4	$1.39M	Buy	2,884 +17	+0.6%	+$8.14K	0.1%	169
2025 Q3	$1.43M	Buy	2,867 +356	+14%	+$162K	0.1%	162
2025 Q2	$1.16M	Buy	2,511 +344	+16%	+$161K	0.1%	171
2025 Q1	$968K	Sell	2,167 -1,761	-45%	-$811K	0.1%	172
2024 Q4	$1.91M	Buy	3,928 +74	+2%	+$40.3K	0.2%	93
2024 Q3	$2.25M	Sell	3,854 -96	-2%	-$51.5K	0.23%	93
2024 Q2	$2.15M	Sell	3,950 -376	-9%	-$174K	0.24%	85
2024 Q1	$1.97M	Buy	4,326 +126	+3%	+$55.2K	0.23%	82
2023 Q4	$1.9M	Buy	4,200 +76	+2%	+$33.7K	0.27%	78
2023 Q3	$1.69M	Buy	4,124 +102	+3%	+$45.3K	0.34%	59
2023 Q2	$1.85M	Buy	4,022 +2,207	+122%	+$1.02M	0.35%	58
2023 Q1	$858K	Sell	1,815 -49	-3%	-$23K	0.27%	76
2022 Q4	$907K	Buy	+1,864	New	+$866K	0.34%	59

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

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

Insigneo Advisory Services increased its Lockheed Martin (LMT) stake by 5.3% in Q2 2026, buying an estimated $90.8K and bringing the position to 3,313 shares worth $1.69M. The position accounts for 0.06% of the portfolio, ranked #214.

Insigneo Advisory Services first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.25M in Q3 2024. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Insigneo Advisory Services held 3,313 shares of Lockheed Martin worth $1.69M as of Q2 2026.
Insigneo Advisory Services bought 168 Lockheed Martin shares in Q2 2026, an estimated $90.8K.
Lockheed Martin made up 0.06% of Insigneo Advisory Services's portfolio in Q2 2026, its #214 holding.
Insigneo Advisory Services first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
Insigneo Advisory Services's Lockheed Martin position peaked at $2.25M in Q3 2024.
2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.