LRI Investments’s Lockheed Martin LMT Stock Holding History

LRI 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	$1.54M	Buy	3,022 +8	+0.3%	+$4.33K	0.12%	92
2026 Q1	$1.82M	Sell	3,014 -66	-2%	-$40.7K	0.16%	76
2025 Q4	$1.49M	Hold	3,080	–	–	0.12%	82
2025 Q3	$1.54M	Sell	3,080 -70	-2%	-$31.8K	0.13%	78
2025 Q2	$1.46M	Sell	3,150 -65	-2%	-$30.4K	0.12%	75
2025 Q1	$1.44M	Sell	3,215 -464	-13%	-$214K	0.14%	70
2024 Q4	$1.79M	Hold	3,679	–	–	0.17%	50
2024 Q3	$1.98M	Buy	3,679 +1,010	+38%	+$542K	0.19%	46
2024 Q2	$1.25M	Buy	2,669 +550	+26%	+$254K	0.14%	54
2024 Q1	$964K	Buy	+2,119	New	+$929K	0.24%	46

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

LRI Investments's LMT Position: Q2 2026 in Review

LRI Investments increased its Lockheed Martin (LMT) stake by 0.27% in Q2 2026, buying an estimated $4.33K and bringing the position to 3,022 shares worth $1.54M. The position accounts for 0.12% of the portfolio, ranked #92.

LRI Investments first reported a position in LMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.98M in Q3 2024. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

LRI Investments held 3,022 shares of Lockheed Martin worth $1.54M as of Q2 2026.
LRI Investments bought 8 Lockheed Martin shares in Q2 2026, an estimated $4.33K.
Lockheed Martin made up 0.12% of LRI Investments's portfolio in Q2 2026, its #92 holding.
LRI Investments first reported a position in Lockheed Martin in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Lockheed Martin position peaked at $1.98M in Q3 2024.
2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.