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Mosaic Financial Group’s Lockheed Martin LMT Stock Holding History

Mosaic Financial 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 		$511K Hold
1,003
– – 0.33% 71
2026
Q1 		$606K Buy
1,003
+2
+0.2% +$1.23K 0.43% 51
2025
Q4 		$484K Hold
1,001
– – 0.33% 68
2025
Q3 		$500K Hold
1,001
– – 0.36% 62
2025
Q2 		$464K Hold
1,001
– – 0.36% 62
2025
Q1 		$447K Hold
1,001
– – 0.36% 59
2024
Q4 		$486K Hold
1,001
– – 0.35% 62
2024
Q3 		$585K Sell
1,001
-464
-32% -$249K 0.42% 56
2024
Q2 		$684K Hold
1,465
– – 0.49% 48
2024
Q1 		$666K Buy
+1,465
New +$642K 0.53% 46

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

Mosaic Financial Group's LMT Position: Q2 2026 in Review

Mosaic Financial Group held its Lockheed Martin (LMT) position steady in Q2 2026 at 1,003 shares worth $511K. The position accounts for 0.33% of the portfolio, ranked #71.

Mosaic Financial Group first reported a position in LMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $684K in Q2 2024. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Mosaic Financial Group held 1,003 shares of Lockheed Martin worth $511K as of Q2 2026.
  • Mosaic Financial Group left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.33% of Mosaic Financial Group's portfolio in Q2 2026, its #71 holding.
  • Mosaic Financial Group first reported a position in Lockheed Martin in Q1 2024 and has held it in 10 quarters since.
  • Mosaic Financial Group's Lockheed Martin position peaked at $684K in Q2 2024.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.