Investmark Advisory Group’s Lockheed Martin LMT Stock Holding History

Investmark Advisory 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	$2.96M	Buy	5,803 +334	+6%	+$181K	1.12%	27
2026 Q1	$3.31M	Buy	5,469 +144	+3%	+$88.7K	1.41%	20
2025 Q4	$2.58M	Buy	5,325 +313	+6%	+$150K	1.1%	30
2025 Q3	$2.5M	Buy	5,012 +333	+7%	+$151K	1.09%	31
2025 Q2	$2.17M	Buy	4,679 +89	+2%	+$41.7K	1.02%	31
2025 Q1	$2.05M	Buy	4,590 +770	+20%	+$354K	1.01%	30
2024 Q4	$1.86M	Buy	+3,820	New	+$2.08M	0.91%	32
2022 Q1	–	Sell	-3	Closed	-$1K	–	253
2021 Q4	$1K	Buy	+3	New	+$1.04K	﹤0.01%	367

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

Investmark Advisory Group's LMT Position: Q2 2026 in Review

Investmark Advisory Group increased its Lockheed Martin (LMT) stake by 6.1% in Q2 2026, buying an estimated $181K and bringing the position to 5,803 shares worth $2.96M. The position accounts for 1.12% of the portfolio, ranked #27.

Investmark Advisory Group first reported a position in LMT in Q4 2021 and has held it in 8 quarters since. The position peaked at $3.31M in Q1 2026. 2,783 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Investmark Advisory Group held 5,803 shares of Lockheed Martin worth $2.96M as of Q2 2026.
Investmark Advisory Group bought 334 Lockheed Martin shares in Q2 2026, an estimated $181K.
Lockheed Martin made up 1.12% of Investmark Advisory Group's portfolio in Q2 2026, its #27 holding.
Investmark Advisory Group first reported a position in Lockheed Martin in Q4 2021 and has held it in 8 quarters since.
Investmark Advisory Group's Lockheed Martin position peaked at $3.31M in Q1 2026.
2,783 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.