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Lebenthal Global Advisors’s Lockheed Martin LMT Stock Holding History

Lebenthal Global Advisors’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 		$644K Buy
+1,265
New +$684K 0.09% 150
2021
Q3 		– Sell
-593
Closed -$224K – 151
2021
Q2 		$224K Buy
593
+23
+4% +$8.84K 0.12% 143
2021
Q1 		$210K Sell
570
-9
-2% -$3.09K 0.13% 127
2020
Q4 		$205K Buy
+579
New +$213K 0.15% 97

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Lebenthal Global Advisors's LMT Position: Q2 2026 in Review

Lebenthal Global Advisors opened a new position in Lockheed Martin (LMT) in Q2 2026: 1,265 shares worth $644K. The stake represents 0.09% of the portfolio and ranks #150 among its holdings. This is a return to the name: Lebenthal Global Advisors previously reported a position in LMT as recently as Q2 2021.

Lebenthal Global Advisors first reported a position in LMT in Q4 2020 and has held it in 4 quarters since. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Lebenthal Global Advisors held 1,265 shares of Lockheed Martin worth $644K as of Q2 2026.
  • Lockheed Martin was a new Lebenthal Global Advisors position in Q2 2026.
  • Lockheed Martin made up 0.09% of Lebenthal Global Advisors's portfolio in Q2 2026, its #150 holding.
  • Lebenthal Global Advisors first reported a position in Lockheed Martin in Q4 2020 and has held it in 4 quarters since.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.