MFS
LMT icon

Mirabella Financial Services’s Lockheed Martin LMT Stock Holding History

Mirabella Financial Services’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
-585
Closed -$354K – 961
2026
Q1 		$354K Sell
585
-765
-57% -$471K 0.03% 413
2025
Q4 		$653K Buy
+1,350
New +$646K 0.06% 190
2024
Q1 		– Sell
-2,480
Closed -$1.12M – 634
2023
Q4 		$1.12M Buy
2,480
+1,937
+357% +$858K 0.15% 130
2023
Q3 		$222K Sell
543
-2
-0.4% -$887 0.03% 332
2023
Q2 		$251K Sell
545
-1,769
-76% -$821K 0.03% 396
2023
Q1 		$1.09M Sell
2,314
-18,290
-89% -$8.58M 0.17% 123
2022
Q4 		$10M Buy
20,604
+4,832
+31% +$2.25M 0.9% 12
2022
Q3 		$5.98M Buy
15,772
+2,246
+17% +$938K 0.62% 22
2022
Q2 		$5.82M Buy
13,526
+1,532
+13% +$673K 0.57% 30
2022
Q1 		$5.29M Buy
+11,994
New +$4.86M 0.59% 24
2021
Q4 		– Sell
-1,083
Closed -$374K – 523
2021
Q3 		$374K Buy
+1,083
New +$392K 0.05% 281
2021
Q2 		– Sell
-702
Closed -$260K – 363
2021
Q1 		$260K Buy
+702
New +$241K 0.08% 198
2020
Q2 		– Sell
-100
Closed -$34K – 191
2020
Q1 		$34K Buy
+100
New +$39.3K 0.02% 73

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Mirabella Financial Services's LMT Position: Q2 2026 in Review

Mirabella Financial Services sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 585 shares — an estimated $354K sold.

Mirabella Financial Services first reported a position in LMT in Q1 2020 and held it in 13 quarters. The position peaked at $10M in Q4 2022. 2,785 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Mirabella Financial Services reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 585 Lockheed Martin shares in Q2 2026, an estimated $354K.
  • Mirabella Financial Services first reported a position in Lockheed Martin in Q1 2020 and held it in 13 quarters.
  • Mirabella Financial Services's Lockheed Martin position peaked at $10M in Q4 2022.
  • 2,785 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.