Navalign LLC’s Lockheed Martin LMT Stock Holding History

Navalign LLC’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	–	Sell	-382	Closed	-$231K	–	136
2026 Q1	$231K	Hold	382	–	–	0.06%	116
2025 Q4	$185K	Buy	+382	New	+$183K	0.05%	126
2024 Q4	–	Sell	-398	Closed	-$233K	–	119
2024 Q3	$233K	Buy	+398	New	+$214K	0.07%	111
2024 Q1	–	Sell	-454	Closed	-$206K	–	120
2023 Q4	$206K	Sell	454 -252	-36%	-$112K	0.07%	123
2023 Q3	$289K	Hold	706	–	–	0.11%	118
2023 Q2	$325K	Sell	706 -21	-3%	-$9.75K	0.13%	95
2023 Q1	$344K	Sell	727 -46	-6%	-$21.6K	0.14%	95
2022 Q4	$376K	Sell	773 -19	-2%	-$8.83K	0.16%	104
2022 Q3	$306K	Sell	792 -10	-1%	-$4.18K	0.14%	103
2022 Q2	$345K	Sell	802 -299	-27%	-$131K	0.15%	96
2022 Q1	$490K	Sell	1,101 -74	-6%	-$30K	0.21%	90
2021 Q4	$418K	Sell	1,175 -115	-9%	-$39.8K	0.17%	97
2021 Q3	$445K	Sell	1,290 -11	-0.8%	-$3.98K	0.19%	96
2021 Q2	$493K	Sell	1,301 -203	-13%	-$78.1K	0.21%	94
2021 Q1	$556K	Buy	+1,504	New	+$516K	0.25%	87

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Navalign LLC's LMT Position: Q2 2026 in Review

Navalign LLC sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 382 shares — an estimated $231K sold.

Navalign LLC first reported a position in LMT in Q1 2021 and held it in 15 quarters. The position peaked at $556K in Q1 2021. 1,812 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Navalign LLC reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
Navalign LLC sold 382 Lockheed Martin shares in Q2 2026, an estimated $231K.
Navalign LLC first reported a position in Lockheed Martin in Q1 2021 and held it in 15 quarters.
Navalign LLC's Lockheed Martin position peaked at $556K in Q1 2021.
1,812 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Navalign LLC's 13F filing for Q2 2026, filed 28 Jul 2026.