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Millstone Evans Group’s Lockheed Martin LMT Stock Holding History

Millstone Evans Group’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 		$34.1K Buy
67
+2
+3% +$1.08K 0.02% 421
2026
Q1 		$39.3K Hold
65
– – 0.02% 369
2025
Q4 		$31.4K Hold
65
– – 0.02% 414
2025
Q3 		$32.4K Hold
65
– – 0.02% 392
2025
Q2 		$30.1K Hold
65
– – 0.02% 397
2025
Q1 		$29K Hold
65
– – 0.02% 392
2024
Q4 		$31.6K Buy
+65
New +$35.4K 0.02% 368

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

Millstone Evans Group's LMT Position: Q2 2026 in Review

Millstone Evans Group increased its Lockheed Martin (LMT) stake by 3.1% in Q2 2026, buying an estimated $1.08K and bringing the position to 67 shares worth $34.1K. The position accounts for 0.02% of the portfolio, ranked #421.

Millstone Evans Group first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $39.3K in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Millstone Evans Group held 67 shares of Lockheed Martin worth $34.1K as of Q2 2026.
  • Millstone Evans Group bought 2 Lockheed Martin shares in Q2 2026, an estimated $1.08K.
  • Lockheed Martin made up 0.02% of Millstone Evans Group's portfolio in Q2 2026, its #421 holding.
  • Millstone Evans Group first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's Lockheed Martin position peaked at $39.3K in Q1 2026.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.