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Investment Research Partners’s Lockheed Martin LMT Stock Holding History

Investment Research Partners’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 		$401K Buy
788
+109
+16% +$58.9K 0.14% 173
2026
Q1 		$410K Sell
679
-113
-14% -$69.6K 0.17% 139
2025
Q4 		$383K Buy
792
+61
+8% +$29.2K 0.16% 150
2025
Q3 		$355K Buy
+731
New +$332K 0.16% 152

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Investment Research Partners's LMT Position: Q2 2026 in Review

Investment Research Partners increased its Lockheed Martin (LMT) stake by 16% in Q2 2026, buying an estimated $58.9K and bringing the position to 788 shares worth $401K. The position accounts for 0.14% of the portfolio, ranked #173.

Investment Research Partners first reported a position in LMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $410K in Q1 2026. 2,208 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Investment Research Partners held 788 shares of Lockheed Martin worth $401K as of Q2 2026.
  • Investment Research Partners bought 109 Lockheed Martin shares in Q2 2026, an estimated $58.9K.
  • Lockheed Martin made up 0.14% of Investment Research Partners's portfolio in Q2 2026, its #173 holding.
  • Investment Research Partners first reported a position in Lockheed Martin in Q3 2025 and has held it in 4 quarters since.
  • Investment Research Partners's Lockheed Martin position peaked at $410K in Q1 2026.
  • 2,208 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.