Marshall Investment Management’s Lockheed Martin LMT Stock Holding History

Marshall 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	$429K	Hold	842	–	–	0.18%	62
2026 Q1	$509K	Buy	842 +6	+0.7%	+$3.7K	0.24%	58
2025 Q4	$404K	Hold	836	–	–	0.2%	63
2025 Q3	$417K	Buy	+836	New	+$379K	0.22%	58
2025 Q2	–	Sell	-1,006	Closed	-$450K	–	132
2025 Q1	$450K	Sell	1,006 -127	-11%	-$58.5K	0.28%	52
2024 Q4	$663K	Buy	+1,133	New	+$618K	0.39%	49

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

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

Marshall Investment Management held its Lockheed Martin (LMT) position steady in Q2 2026 at 842 shares worth $429K. The position accounts for 0.18% of the portfolio, ranked #62.

Marshall Investment Management first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $663K in Q4 2024. 2,779 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Marshall Investment Management held 842 shares of Lockheed Martin worth $429K as of Q2 2026.
Marshall Investment Management left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 0.18% of Marshall Investment Management's portfolio in Q2 2026, its #62 holding.
Marshall Investment Management first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
Marshall Investment Management's Lockheed Martin position peaked at $663K in Q4 2024.
2,779 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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