Modus Advisors’s Lockheed Martin LMT Stock Holding History

Modus 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	$3.12M	Buy	6,126 +449	+8%	+$243K	0.77%	48
2026 Q1	$3.43M	Buy	5,677 +2,027	+56%	+$1.25M	0.94%	43
2025 Q4	$1.77M	Buy	+3,650	New	+$1.75M	0.47%	62
2025 Q1	–	Sell	-145	Closed	-$70.5K	–	216
2024 Q4	$70.5K	Buy	+145	New	+$79K	0.02%	135
2021 Q3	–	Sell	-139	Closed	-$53K	–	176
2021 Q2	$53K	Buy	+139	New	+$53.4K	0.02%	153
2020 Q3	–	Sell	-773	Closed	-$282K	–	155
2020 Q2	$282K	Sell	773 -298	-28%	-$113K	0.18%	71
2020 Q1	$363K	Sell	1,071 -986	-48%	-$388K	0.34%	48
2019 Q4	$801K	Buy	+2,057	New	+$789K	0.63%	34

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

Modus Advisors's LMT Position: Q2 2026 in Review

Modus Advisors increased its Lockheed Martin (LMT) stake by 7.9% in Q2 2026, buying an estimated $243K and bringing the position to 6,126 shares worth $3.12M. The position accounts for 0.77% of the portfolio, ranked #48.

Modus Advisors first reported a position in LMT in Q4 2019 and has held it in 8 quarters since. The position peaked at $3.43M in Q1 2026. 2,784 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Modus Advisors held 6,126 shares of Lockheed Martin worth $3.12M as of Q2 2026.
Modus Advisors bought 449 Lockheed Martin shares in Q2 2026, an estimated $243K.
Lockheed Martin made up 0.77% of Modus Advisors's portfolio in Q2 2026, its #48 holding.
Modus Advisors first reported a position in Lockheed Martin in Q4 2019 and has held it in 8 quarters since.
Modus Advisors's Lockheed Martin position peaked at $3.43M in Q1 2026.
2,784 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Modus Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.