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MAI Capital Management’s Lockheed Martin LMT Stock Holding History

MAI Capital Management’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 		– Hold
0
– – – 1802
2026
Q1 		– Hold
0
– – – 1167
2025
Q4 		– Hold
0
– – – 1663
2025
Q3 		– Hold
0
– – – 1574
2025
Q2 		– Hold
0
– – – 1527
2025
Q1 		– Hold
0
– – – 1449
2024
Q4 		– Hold
0
– – – 1154

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

MAI Capital Management's LMT Position: Q2 2026 in Review

MAI Capital Management increased its Lockheed Martin (LMT) stake by 9.3% in Q2 2026, buying an estimated $1.8M and bringing the position to 39,306 shares worth $20M. The position accounts for 0.08% of the portfolio, ranked #218.

MAI Capital Management first reported a position in LMT in Q3 2013 and has held it in 51 quarters since. The position peaked at $33.5M in Q3 2021. 2,777 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • MAI Capital Management held 39,306 shares of Lockheed Martin worth $20M as of Q2 2026.
  • MAI Capital Management bought 3,337 Lockheed Martin shares in Q2 2026, an estimated $1.8M.
  • Lockheed Martin made up 0.08% of MAI Capital Management's portfolio in Q2 2026, its #218 holding.
  • MAI Capital Management first reported a position in Lockheed Martin in Q3 2013 and has held it in 51 quarters since.
  • MAI Capital Management's Lockheed Martin position peaked at $33.5M in Q3 2021.
  • 2,777 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.