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LM Advisors’s Lockheed Martin LMT Stock Holding History

LM 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 		$813K Buy
1,597
+435
+37% +$235K 0.09% 121
2026
Q1 		$1.92K Buy
1,162
+232
+25% +$143K 0.03% 187
2025
Q4 		$1.92K Sell
930
-930
-50% -$445K 0.03% 185
2025
Q3 		$929K Buy
1,860
+82
+5% +$37.2K 0.13% 96
2025
Q2 		$824K Buy
1,778
+221
+14% +$103K 0.11% 98
2025
Q1 		$696K Buy
1,557
+34
+2% +$15.7K 0.13% 129
2024
Q4 		$740K Buy
1,523
+38
+3% +$20.7K 0.13% 108
2024
Q3 		$868K Hold
1,485
– – 0.18% 83
2024
Q2 		$694K Buy
1,485
+156
+12% +$72.1K 0.12% 112
2024
Q1 		$604K Buy
1,329
+188
+16% +$82.4K 0.1% 126
2023
Q4 		$517K Buy
+1,141
New +$506K 0.1% 114

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

LM Advisors's LMT Position: Q2 2026 in Review

LM Advisors increased its Lockheed Martin (LMT) stake by 37% in Q2 2026, buying an estimated $235K and bringing the position to 1,597 shares worth $813K. The position accounts for 0.09% of the portfolio, ranked #121.

LM Advisors first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $929K in Q3 2025. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • LM Advisors held 1,597 shares of Lockheed Martin worth $813K as of Q2 2026.
  • LM Advisors bought 435 Lockheed Martin shares in Q2 2026, an estimated $235K.
  • Lockheed Martin made up 0.09% of LM Advisors's portfolio in Q2 2026, its #121 holding.
  • LM Advisors first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
  • LM Advisors's Lockheed Martin position peaked at $929K in Q3 2025.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.