McLean Asset Management’s Lockheed Martin LMT Stock Holding History

McLean Asset 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	$270K	Sell	464 -11	-2%	-$5.95K	0.04%	147
2026 Q1	$287K	Buy	475 +8	+2%	+$4.93K	0.05%	134
2025 Q4	$268K	Sell	467 -9	-2%	-$4.31K	0.05%	143
2025 Q3	$245K	Sell	476 -11	-2%	-$4.99K	0.05%	153
2025 Q2	$225K	Buy	487 +17	+4%	+$7.96K	0.06%	151
2025 Q1	$209K	Buy	470 +16	+4%	+$7.37K	0.07%	144
2024 Q4	$221K	Buy	454 +5	+1%	+$2.73K	0.07%	144
2024 Q3	$272K	Buy	449 +4	+0.9%	+$2.15K	0.08%	126
2024 Q2	$205K	Buy	+445	New	+$206K	0.07%	151
2023 Q2	–	Sell	-454	Closed	-$215K	–	134
2023 Q1	$215K	Sell	454 -67	-13%	-$31.4K	0.09%	118
2022 Q4	$254K	Buy	+521	New	+$242K	0.09%	109
2022 Q3	–	Sell	-488	Closed	-$208K	–	132
2022 Q2	$208K	Buy	488 +30	+7%	+$13.2K	0.08%	122
2022 Q1	$202K	Buy	+458	New	+$186K	0.15%	125

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

McLean Asset Management's LMT Position: Q2 2026 in Review

McLean Asset Management reduced its Lockheed Martin (LMT) stake by 2.3% in Q2 2026, selling an estimated $5.95K and leaving 464 shares worth $270K. The position accounts for 0.04% of the portfolio, ranked #147.

McLean Asset Management first reported a position in LMT in Q1 2022 and has held it in 13 quarters since. The position peaked at $287K in Q1 2026. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

McLean Asset Management held 464 shares of Lockheed Martin worth $270K as of Q2 2026.
McLean Asset Management sold 11 Lockheed Martin shares in Q2 2026, an estimated $5.95K.
Lockheed Martin made up 0.04% of McLean Asset Management's portfolio in Q2 2026, its #147 holding.
McLean Asset Management first reported a position in Lockheed Martin in Q1 2022 and has held it in 13 quarters since.
McLean Asset Management's Lockheed Martin position peaked at $287K in Q1 2026.
2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.