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Legacy Advisors’s Lockheed Martin LMT Stock Holding History

Legacy 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 		$203K Buy
+398
New +$215K 0.02% 316
2025
Q1 		$435K Buy
974
+104
+12% +$47.9K 0.04% 283
2024
Q4 		$423K Sell
870
-47
-5% -$25.6K 0.04% 271
2024
Q3 		$536K Buy
917
+227
+33% +$122K 0.06% 235
2024
Q2 		$322K Buy
690
+53
+8% +$24.5K 0.04% 241
2024
Q1 		$292K Buy
637
+58
+10% +$25.4K 0.04% 252
2023
Q4 		$262K Buy
+579
New +$257K 0.03% 263
2019
Q3 		– Sell
-98
Closed -$36K – 230
2019
Q2 		$36K Sell
98
-75
-43% -$25.1K 0.02% 225
2019
Q1 		$52K Buy
+173
New +$50.7K 0.02% 210
2018
Q4 		– Sell
-98
Closed -$34K – 265
2018
Q3 		$34K Hold
98
– – 0.02% 264
2018
Q2 		$29K Hold
98
– – 0.02% 228
2018
Q1 		$34K Buy
98
+8
+9% +$2.72K 0.03% 180
2017
Q4 		$28K Hold
90
– – 0.03% 159
2017
Q3 		$27K Hold
90
– – 0.03% 144
2017
Q2 		$24K Hold
90
– – 0.03% 128
2017
Q1 		$24K Hold
90
– – 0.03% 122
2016
Q4 		$22K Buy
+90
New +$22.5K 0.03% 142

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

Legacy Advisors's LMT Position: Q2 2026 in Review

Legacy Advisors opened a new position in Lockheed Martin (LMT) in Q2 2026: 398 shares worth $203K. The stake represents 0.02% of the portfolio and ranks #316 among its holdings. This is a return to the name: Legacy Advisors previously reported a position in LMT as recently as Q1 2025.

Legacy Advisors first reported a position in LMT in Q4 2016 and has held it in 17 quarters since. The position peaked at $536K in Q3 2024. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Legacy Advisors held 398 shares of Lockheed Martin worth $203K as of Q2 2026.
  • Lockheed Martin was a new Legacy Advisors position in Q2 2026.
  • Lockheed Martin made up 0.02% of Legacy Advisors's portfolio in Q2 2026, its #316 holding.
  • Legacy Advisors first reported a position in Lockheed Martin in Q4 2016 and has held it in 17 quarters since.
  • Legacy Advisors's Lockheed Martin position peaked at $536K in Q3 2024.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.