LI
LMT icon

Louisbourg Investments’s Lockheed Martin LMT Stock Holding History

Louisbourg 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 		$18.9K Sell
37
-154
-81% -$83.3K ﹤0.01% 171
2026
Q1 		$115K Buy
191
+125
+189% +$77K 0.02% 142
2025
Q4 		$31.9K Buy
66
+17
+35% +$8.14K 0.01% 154
2025
Q3 		$24.5K Hold
49
– – 0.01% 156
2025
Q2 		$22.7K Sell
49
-126
-72% -$59K 0.01% 147
2025
Q1 		$78.2K Buy
175
+41
+31% +$18.9K 0.02% 120
2024
Q4 		$65.1K Buy
134
+41
+44% +$22.4K 0.02% 121
2024
Q3 		$54.4K Sell
93
-34
-27% -$18.3K 0.01% 121
2024
Q2 		$59.3K Hold
127
– – 0.02% 115
2024
Q1 		$57.8K Buy
127
+26
+26% +$11.4K 0.02% 118
2023
Q4 		$45.8K Buy
+101
New +$44.7K 0.01% 121

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

Louisbourg Investments's LMT Position: Q2 2026 in Review

Louisbourg Investments reduced its Lockheed Martin (LMT) stake by 81% in Q2 2026, selling an estimated $83.3K and leaving 37 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #171.

Louisbourg Investments first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $115K in Q1 2026. 2,756 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Louisbourg Investments held 37 shares of Lockheed Martin worth $18.9K as of Q2 2026.
  • Louisbourg Investments sold 154 Lockheed Martin shares in Q2 2026, an estimated $83.3K.
  • Lockheed Martin made up ﹤0.01% of Louisbourg Investments's portfolio in Q2 2026, its #171 holding.
  • Louisbourg Investments first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
  • Louisbourg Investments's Lockheed Martin position peaked at $115K in Q1 2026.
  • 2,756 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Louisbourg Investments's 13F filing for Q2 2026, filed 23 Jul 2026.