IAG
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Ipsen Advisor Group’s Lockheed Martin LMT Stock Holding History

Ipsen Advisor 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 		$595K Buy
1,168
+11
+1% +$5.95K 0.38% 64
2026
Q1 		$700K Sell
1,157
-4
-0.3% -$2.46K 0.49% 55
2025
Q4 		$562K Buy
1,161
+20
+2% +$9.57K 0.4% 68
2025
Q3 		$570K Buy
1,141
+44
+4% +$20K 0.41% 61
2025
Q2 		$508K Buy
1,097
+150
+16% +$70.2K 0.39% 66
2025
Q1 		$423K Sell
947
-7
-0.7% -$3.22K 0.36% 68
2024
Q4 		$464K Buy
+954
New +$520K 0.4% 61
2022
Q4 		$416K Buy
+855
New +$397K 0.48% 54

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

Ipsen Advisor Group's LMT Position: Q2 2026 in Review

Ipsen Advisor Group increased its Lockheed Martin (LMT) stake by 0.95% in Q2 2026, buying an estimated $5.95K and bringing the position to 1,168 shares worth $595K. The position accounts for 0.38% of the portfolio, ranked #64.

Ipsen Advisor Group first reported a position in LMT in Q4 2022 and has held it in 8 quarters since. The position peaked at $700K in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Ipsen Advisor Group held 1,168 shares of Lockheed Martin worth $595K as of Q2 2026.
  • Ipsen Advisor Group bought 11 Lockheed Martin shares in Q2 2026, an estimated $5.95K.
  • Lockheed Martin made up 0.38% of Ipsen Advisor Group's portfolio in Q2 2026, its #64 holding.
  • Ipsen Advisor Group first reported a position in Lockheed Martin in Q4 2022 and has held it in 8 quarters since.
  • Ipsen Advisor Group's Lockheed Martin position peaked at $700K in Q1 2026.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.