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Mezzasalma Advisors’s Lockheed Martin LMT Stock Holding History

Mezzasalma Advisors’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 		$631K Buy
1,238
+87
+8% +$47K 0.13% 95
2026
Q1 		$696K Buy
1,151
+76
+7% +$46.8K 0.18% 72
2025
Q4 		$534K Buy
1,075
+46
+4% +$22K 0.13% 96
2025
Q3 		$514K Buy
1,029
+46
+5% +$20.9K 0.13% 92
2025
Q2 		$455K Buy
983
+3
+0.3% +$1.4K 0.14% 90
2025
Q1 		$438K Sell
980
-6
-0.6% -$2.76K 0.15% 89
2024
Q4 		$479K Buy
986
+251
+34% +$137K 0.15% 77
2024
Q3 		$430K Buy
735
+30
+4% +$16.1K 0.17% 54
2024
Q2 		$329K Buy
705
+198
+39% +$91.5K 0.14% 57
2024
Q1 		$231K Buy
+507
New +$222K 0.11% 95

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Mezzasalma Advisors's LMT Position: Q2 2026 in Review

Mezzasalma Advisors increased its Lockheed Martin (LMT) stake by 7.6% in Q2 2026, buying an estimated $47K and bringing the position to 1,238 shares worth $631K. The position accounts for 0.13% of the portfolio, ranked #95.

Mezzasalma Advisors first reported a position in LMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $696K in Q1 2026. 2,788 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Mezzasalma Advisors held 1,238 shares of Lockheed Martin worth $631K as of Q2 2026.
  • Mezzasalma Advisors bought 87 Lockheed Martin shares in Q2 2026, an estimated $47K.
  • Lockheed Martin made up 0.13% of Mezzasalma Advisors's portfolio in Q2 2026, its #95 holding.
  • Mezzasalma Advisors first reported a position in Lockheed Martin in Q1 2024 and has held it in 10 quarters since.
  • Mezzasalma Advisors's Lockheed Martin position peaked at $696K in Q1 2026.
  • 2,788 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.