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Joseph Group Capital Management’s Lockheed Martin LMT Stock Holding History

Joseph Group Capital Management’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 		$19.9K Sell
39
-148
-79% -$80K ﹤0.01% 241
2026
Q1 		$113K Buy
187
+158
+545% +$97.3K 0.03% 78
2025
Q4 		$14K Buy
+29
New +$13.9K ﹤0.01% 150
2022
Q1 		– Sell
-45
Closed -$16K – 82
2021
Q4 		$16K Buy
+45
New +$15.6K 0.02% 64

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

Joseph Group Capital Management's LMT Position: Q2 2026 in Review

Joseph Group Capital Management reduced its Lockheed Martin (LMT) stake by 79% in Q2 2026, selling an estimated $80K and leaving 39 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Joseph Group Capital Management first reported a position in LMT in Q4 2021 and has held it in 4 quarters since. The position peaked at $113K in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Joseph Group Capital Management held 39 shares of Lockheed Martin worth $19.9K as of Q2 2026.
  • Joseph Group Capital Management sold 148 Lockheed Martin shares in Q2 2026, an estimated $80K.
  • Lockheed Martin made up ﹤0.01% of Joseph Group Capital Management's portfolio in Q2 2026, its #241 holding.
  • Joseph Group Capital Management first reported a position in Lockheed Martin in Q4 2021 and has held it in 4 quarters since.
  • Joseph Group Capital Management's Lockheed Martin position peaked at $113K in Q1 2026.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.