JM2 Capital’s Lockheed Martin LMT Stock Holding History

JM2 Capital’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	–	Sell	-356	Closed	-$215K	–	125
2026 Q1	$215K	Buy	+356	New	+$219K	0.18%	108

Other funds holding LMT

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JM2 Capital's LMT Position: Q2 2026 in Review

JM2 Capital sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 356 shares — an estimated $215K sold.

JM2 Capital first reported a position in LMT in Q1 2026 and held it in 1 quarter. The position peaked at $215K in Q1 2026. 1,686 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

JM2 Capital reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
JM2 Capital sold 356 Lockheed Martin shares in Q2 2026, an estimated $215K.
JM2 Capital first reported a position in Lockheed Martin in Q1 2026 and held it in 1 quarter.
JM2 Capital's Lockheed Martin position peaked at $215K in Q1 2026.
1,686 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.