MIM
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Morningstar Investment Management’s Lockheed Martin LMT Stock Holding History

Morningstar 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 		$8.21M Hold
13,577
– – 0.51% 35
2026
Q1 		$8.21M Buy
13,577
+1,603
+13% +$987K 0.51% 35
2025
Q4 		$5.79M Buy
11,974
+331
+3% +$158K 0.34% 68
2025
Q3 		$5.81M Buy
11,643
+9,183
+373% +$4.17M 0.21% 122
2025
Q2 		$1.14M Buy
+2,460
New +$1.15M 0.1% 63
2024
Q3 		– Sell
-2,130
Closed -$995K – 233
2024
Q2 		$995K Hold
2,130
– – 0.1% 82
2024
Q1 		$969K Hold
2,130
– – 0.11% 84
2023
Q4 		$965K Buy
2,130
+18
+0.9% +$7.97K 0.11% 84
2023
Q3 		$864K Hold
2,112
– – 0.12% 65
2023
Q2 		$972K Buy
+2,112
New +$980K 0.13% 63

Other funds holding LMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

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

Morningstar Investment Management held its Lockheed Martin (LMT) position steady in Q2 2026 at 13,577 shares worth $8.21M. The position accounts for 0.51% of the portfolio, ranked #35.

Morningstar Investment Management first reported a position in LMT in Q2 2023 and has held it in 10 quarters since. 1,250 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Morningstar Investment Management held 13,577 shares of Lockheed Martin worth $8.21M as of Q2 2026.
  • Morningstar Investment Management left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.51% of Morningstar Investment Management's portfolio in Q2 2026, its #35 holding.
  • Morningstar Investment Management first reported a position in Lockheed Martin in Q2 2023 and has held it in 10 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.