Miller Investment Management’s Lockheed Martin LMT Stock Holding History

Miller 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	-383	Closed	-$231K	–	86
2026 Q1	$231K	Buy	+383	New	+$236K	0.02%	85
2024 Q4	–	Sell	-383	Closed	-$224K	–	104
2024 Q3	$224K	Buy	+383	New	+$206K	0.02%	99
2016 Q3	–	Sell	-2,473	Closed	-$614K	–	75
2016 Q2	$614K	Sell	2,473 -21	-0.8%	-$4.95K	0.24%	42
2016 Q1	$552K	Hold	2,494	–	–	0.24%	40
2015 Q4	$542K	Hold	2,494	–	–	0.21%	41
2015 Q3	$517K	Hold	2,494	–	–	0.21%	44
2015 Q2	$464K	Hold	2,494	–	–	0.17%	49
2015 Q1	$506K	Hold	2,494	–	–	0.18%	49
2014 Q4	$480K	Hold	2,494	–	–	0.18%	48
2014 Q3	$456K	Hold	2,494	–	–	0.22%	47
2014 Q2	$401K	Hold	2,494	–	–	0.18%	53
2014 Q1	$407K	Hold	2,494	–	–	0.23%	52
2013 Q4	$371K	Hold	2,494	–	–	0.21%	51
2013 Q3	$318K	Hold	2,494	–	–	0.19%	52
2013 Q2	$270K	Buy	+2,494	New	+$255K	0.19%	55

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

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

Miller Investment Management sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 383 shares — an estimated $231K sold.

Miller Investment Management first reported a position in LMT in Q2 2013 and held it in 15 quarters. The position peaked at $614K in Q2 2016. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Miller Investment Management reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
Miller Investment Management sold 383 Lockheed Martin shares in Q2 2026, an estimated $231K.
Miller Investment Management first reported a position in Lockheed Martin in Q2 2013 and held it in 15 quarters.
Miller Investment Management's Lockheed Martin position peaked at $614K in Q2 2016.
2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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