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Marco Investment Management’s Lockheed Martin LMT Stock Holding History

Marco Investment 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 		– Sell
-391
Closed -$236K – 249
2026
Q1 		$236K Sell
391
-2,094
-84% -$1.29M 0.02% 215
2025
Q4 		$1.2M Buy
2,485
+2,079
+512% +$995K 0.09% 110
2025
Q3 		$203K Buy
+406
New +$184K 0.02% 219
2024
Q4 		– Sell
-408
Closed -$239K – 229
2024
Q3 		$239K Buy
+408
New +$219K 0.02% 201
2021
Q4 		– Sell
-4,376
Closed -$1.51M – 224
2021
Q3 		$1.51M Buy
4,376
+62
+1% +$22.4K 0.17% 104
2021
Q2 		$1.63M Buy
4,314
+7
+0.2% +$2.69K 0.19% 95
2021
Q1 		$1.59M Hold
4,307
– – 0.21% 86
2020
Q4 		$1.53M Buy
+4,307
New +$1.58M 0.22% 87
2014
Q2 		– Sell
-2,750
Closed -$449K – 182
2014
Q1 		$449K Hold
2,750
– – 0.09% 123
2013
Q4 		$409 Hold
2,750
– – 0.02% 131
2013
Q3 		$351K Buy
+2,750
New +$334K 0.08% 138

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

Marco Investment Management's LMT Position: Q2 2026 in Review

Marco Investment Management sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 391 shares — an estimated $236K sold.

Marco Investment Management first reported a position in LMT in Q3 2013 and held it in 11 quarters. The position peaked at $1.63M in Q2 2021. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Marco Investment Management reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Marco Investment Management sold 391 Lockheed Martin shares in Q2 2026, an estimated $236K.
  • Marco Investment Management first reported a position in Lockheed Martin in Q3 2013 and held it in 11 quarters.
  • Marco Investment Management's Lockheed Martin position peaked at $1.63M in Q2 2021.
  • 2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Marco Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.