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Intellus Advisors’s Lockheed Martin LMT Stock Holding History

Intellus 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 		$458K Buy
899
+62
+7% +$33.5K 0.06% 77
2026
Q1 		$506K Sell
837
-26
-3% -$16K 0.07% 75
2025
Q4 		$418K Sell
863
-125
-13% -$59.8K 0.06% 82
2025
Q3 		$493K Sell
988
-92
-9% -$41.7K 0.07% 78
2025
Q2 		$500K Hold
1,080
– – 0.07% 81
2025
Q1 		$482K Sell
1,080
-1,330
-55% -$612K 0.08% 78
2024
Q4 		$1.17M Buy
+2,410
New +$1.31M 0.2% 45

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

Intellus Advisors's LMT Position: Q2 2026 in Review

Intellus Advisors increased its Lockheed Martin (LMT) stake by 7.4% in Q2 2026, buying an estimated $33.5K and bringing the position to 899 shares worth $458K. The position accounts for 0.06% of the portfolio, ranked #77.

Intellus Advisors first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.17M in Q4 2024. 2,787 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Intellus Advisors held 899 shares of Lockheed Martin worth $458K as of Q2 2026.
  • Intellus Advisors bought 62 Lockheed Martin shares in Q2 2026, an estimated $33.5K.
  • Lockheed Martin made up 0.06% of Intellus Advisors's portfolio in Q2 2026, its #77 holding.
  • Intellus Advisors first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • Intellus Advisors's Lockheed Martin position peaked at $1.17M in Q4 2024.
  • 2,787 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Intellus Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.