LI
LMT icon

LMCG Investments’s Lockheed Martin LMT Stock Holding History

LMCG Investments’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 		$4.11M Buy
8,062
+7,420
+1,156% +$4.01M 0.22% 110
2026
Q1 		$388K Sell
642
-8
-1% -$4.93K 0.02% 190
2025
Q4 		$314K Hold
650
– – 0.02% 200
2025
Q3 		$324K Hold
650
– – 0.02% 198
2025
Q2 		$301K Hold
650
– – 0.02% 207
2025
Q1 		$290K Hold
650
– – 0.02% 209
2024
Q4 		$316K Sell
650
-1
-0.2% -$545 0.02% 207
2024
Q3 		$381K Buy
651
+19
+3% +$10.2K 0.02% 194
2024
Q2 		$295K Hold
632
– – 0.02% 264
2024
Q1 		$287K Hold
632
– – 0.02% 271
2023
Q4 		$286K Hold
632
– – 0.02% 279
2023
Q3 		$258K Hold
632
– – 0.02% 279
2023
Q2 		$291K Sell
632
-5
-0.8% -$2.32K 0.02% 273
2023
Q1 		$301K Sell
637
-10
-2% -$4.69K 0.02% 278
2022
Q4 		$315K Sell
647
-32
-5% -$14.9K 0.02% 282
2022
Q3 		$262K Hold
679
– – 0.02% 300
2022
Q2 		$292K Sell
679
-1
-0.1% -$439 0.02% 297
2022
Q1 		$300K Buy
+680
New +$276K 0.02% 302
2015
Q3 		$317K Sell
1,529
-400
-21% -$81.4K 0.01% 499
2015
Q2 		$359K Hold
1,929
– – 0.01% 491
2015
Q1 		$392K Hold
1,929
– – 0.01% 494
2014
Q4 		$371K Sell
1,929
-85
-4% -$15.8K 0.01% 429
2014
Q3 		$368K Hold
2,014
– – 0.01% 425
2014
Q2 		$324K Buy
2,014
+114
+6% +$18.5K 0.01% 432
2014
Q1 		$310K Sell
1,900
-400
-17% -$62.8K 0.01% 435
2013
Q4 		$342K Sell
2,300
-200
-8% -$27.2K 0.01% 432
2013
Q3 		$319K Buy
2,500
+50
+2% +$6.07K 0.01% 419
2013
Q2 		$266K Buy
+2,450
New +$250K 0.01% 433

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

LMCG Investments's LMT Position: Q2 2026 in Review

LMCG Investments increased its Lockheed Martin (LMT) stake by 1,156% in Q2 2026, buying an estimated $4.01M and bringing the position to 8,062 shares worth $4.11M. The position accounts for 0.22% of the portfolio, ranked #110.

LMCG Investments first reported a position in LMT in Q2 2013 and has held it in 28 quarters since. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • LMCG Investments held 8,062 shares of Lockheed Martin worth $4.11M as of Q2 2026.
  • LMCG Investments bought 7,420 Lockheed Martin shares in Q2 2026, an estimated $4.01M.
  • Lockheed Martin made up 0.22% of LMCG Investments's portfolio in Q2 2026, its #110 holding.
  • LMCG Investments first reported a position in Lockheed Martin in Q2 2013 and has held it in 28 quarters since.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.