MYIA
LMT icon

Mount Yale Investment Advisors’s Lockheed Martin LMT Stock Holding History

Mount Yale Investment 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
2018
Q2 		– Sell
-1,600
Closed -$1K – 982
2018
Q1 		$1K Buy
+1,600
New +$545K ﹤0.01% 928

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's LMT Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Lockheed Martin (LMT) stake by 6.8% in Q2 2026, selling an estimated $138K and leaving 3,482 shares worth $1.77M. The position accounts for 0.03% of the portfolio, ranked #442.

Mount Yale Investment Advisors first reported a position in LMT in Q1 2018 and has held it in 29 quarters since. The position peaked at $2.26M in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Mount Yale Investment Advisors held 3,482 shares of Lockheed Martin worth $1.77M as of Q2 2026.
  • Mount Yale Investment Advisors sold 255 Lockheed Martin shares in Q2 2026, an estimated $138K.
  • Lockheed Martin made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #442 holding.
  • Mount Yale Investment Advisors first reported a position in Lockheed Martin in Q1 2018 and has held it in 29 quarters since.
  • Mount Yale Investment Advisors's Lockheed Martin position peaked at $2.26M in Q1 2026.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.