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InvesTrust’s Lockheed Martin LMT Stock Holding History

InvesTrust’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 		$971K Hold
1,906
– – 0.37% 68
2026
Q1 		$1.15M Hold
1,906
– – 0.48% 58
2025
Q4 		$922K Sell
1,906
-29
-1% -$13.9K 0.36% 64
2025
Q3 		$966K Hold
1,935
– – 0.35% 64
2025
Q2 		$896K Hold
1,935
– – 0.35% 66
2025
Q1 		$864K Hold
1,935
– – 0.24% 65
2024
Q4 		$935K Buy
+1,935
New +$1.05M 0.26% 62

Other funds holding LMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

InvesTrust's LMT Position: Q2 2026 in Review

InvesTrust held its Lockheed Martin (LMT) position steady in Q2 2026 at 1,906 shares worth $971K. The position accounts for 0.37% of the portfolio, ranked #68.

InvesTrust first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q1 2026. 1,322 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • InvesTrust held 1,906 shares of Lockheed Martin worth $971K as of Q2 2026.
  • InvesTrust left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.37% of InvesTrust's portfolio in Q2 2026, its #68 holding.
  • InvesTrust first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • InvesTrust's Lockheed Martin position peaked at $1.15M in Q1 2026.
  • 1,322 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on InvesTrust's 13F filing for Q2 2026, filed 14 Jul 2026.