Mitsubishi UFJ Morgan Stanley Securities’s Lockheed Martin LMT Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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	$120K	Buy	+235	New	+$127K	0.37%	46
2024 Q1	–	Sell	-972	Closed	-$441K	–	39
2023 Q4	$441K	Buy	+972	New	+$431K	2.54%	14
2023 Q2	–	Sell	-193	Closed	-$91K	–	24
2023 Q1	$91K	Buy	193 +43	+29%	+$20.2K	2.44%	4
2022 Q4	$73K	Buy	+150	New	+$69.7K	0.64%	18
2021 Q1	–	Sell	-275	Closed	-$98K	–	22
2020 Q4	$98K	Buy	+275	New	+$101K	0.09%	14
2014 Q4	$29K	Hold	150	–	–	0.06%	87
2014 Q3	$27K	Buy	150 +60	+67%	+$10.2K	0.08%	103
2014 Q2	$14K	Sell	90 -50	-36%	-$8.13K	0.04%	152
2014 Q1	$23K	Buy	140 +100	+250%	+$15.7K	0.06%	114
2013 Q4	$6K	Hold	40	–	–	0.01%	219
2013 Q3	$5K	Hold	40	–	–	0.01%	241
2013 Q2	$4K	Buy	+40	New	+$4.09K	0.01%	195

Other funds holding LMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Mitsubishi UFJ Morgan Stanley Securities's LMT Position: Q2 2026 in Review

Mitsubishi UFJ Morgan Stanley Securities opened a new position in Lockheed Martin (LMT) in Q2 2026: 235 shares worth $120K. The stake represents 0.37% of the portfolio and ranks #46 among its holdings. This is a return to the name: Mitsubishi UFJ Morgan Stanley Securities previously reported a position in LMT as recently as Q4 2023.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in LMT in Q2 2013 and has held it in 12 quarters since. The position peaked at $441K in Q4 2023. 1,212 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Mitsubishi UFJ Morgan Stanley Securities held 235 shares of Lockheed Martin worth $120K as of Q2 2026.
Lockheed Martin was a new Mitsubishi UFJ Morgan Stanley Securities position in Q2 2026.
Lockheed Martin made up 0.37% of Mitsubishi UFJ Morgan Stanley Securities's portfolio in Q2 2026, its #46 holding.
Mitsubishi UFJ Morgan Stanley Securities first reported a position in Lockheed Martin in Q2 2013 and has held it in 12 quarters since.
Mitsubishi UFJ Morgan Stanley Securities's Lockheed Martin position peaked at $441K in Q4 2023.
1,212 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q2 2026, filed 15 Jul 2026.