J.M. Forbes & Co’s Lockheed Martin LMT Stock Holding History

J.M. Forbes & Co’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	$210K	Hold	413	–	–	0.02%	156
2026 Q1	$250K	Buy	+413	New	+$254K	0.02%	137
2025 Q4	–	Sell	-425	Closed	-$212K	–	144
2025 Q3	$212K	Buy	+425	New	+$193K	0.02%	137
2025 Q1	–	Sell	-910	Closed	-$442K	–	140
2024 Q4	$442K	Buy	910 +485	+114%	+$264K	0.04%	104
2024 Q3	$248K	Buy	+425	New	+$228K	0.02%	130

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

J.M. Forbes & Co's LMT Position: Q2 2026 in Review

J.M. Forbes & Co held its Lockheed Martin (LMT) position steady in Q2 2026 at 413 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #156.

J.M. Forbes & Co first reported a position in LMT in Q3 2024 and has held it in 5 quarters since. The position peaked at $442K in Q4 2024. 2,764 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

J.M. Forbes & Co held 413 shares of Lockheed Martin worth $210K as of Q2 2026.
J.M. Forbes & Co left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 0.02% of J.M. Forbes & Co's portfolio in Q2 2026, its #156 holding.
J.M. Forbes & Co first reported a position in Lockheed Martin in Q3 2024 and has held it in 5 quarters since.
J.M. Forbes & Co's Lockheed Martin position peaked at $442K in Q4 2024.
2,764 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.