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Neo Ivy Capital Management’s Lockheed Martin LMT Stock Holding History

Neo Ivy Capital 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 		– Sell
-1,451
Closed -$877K – 437
2026
Q1 		$877K Buy
+1,451
New +$894K 0.23% 151
2025
Q4 		– Sell
-2
Closed -$998 – 453
2025
Q3 		$998 Buy
+2
New +$907 ﹤0.01% 372
2024
Q3 		– Sell
-1,720
Closed -$803K – 341
2024
Q2 		$803K Buy
+1,720
New +$795K 0.16% 157
2023
Q4 		– Sell
-8,796
Closed -$3.6M – 384
2023
Q3 		$3.6M Buy
+8,796
New +$3.9M 1.58% 5
2022
Q4 		– Sell
-927
Closed -$358K – 462
2022
Q3 		$358K Buy
+927
New +$387K 0.94% 6
2021
Q4 		– Sell
-1,898
Closed -$693K – 545
2021
Q3 		$693K Sell
1,898
-338
-15% -$122K 0.79% 19
2021
Q2 		$846K Buy
+2,236
New +$860K 0.85% 17
2021
Q1 		– Sell
-1,995
Closed -$708K – 566
2020
Q4 		$708K Buy
1,995
+32
+2% +$11.8K 0.79% 25
2020
Q3 		$752K Buy
1,963
+65
+3% +$24.8K 0.76% 12
2020
Q2 		$693K Buy
+1,898
New +$717K 0.79% 19
2019
Q4 		– Sell
-3,338
Closed -$1.28M – 338
2019
Q3 		$1.28M Buy
+3,338
New +$1.26M 0.84% 12
2019
Q2 		– Sell
-547
Closed -$164K – 351
2019
Q1 		$164K Sell
547
-2,036
-79% -$597K 0.09% 209
2018
Q4 		$676K Buy
+2,583
New +$784K 0.53% 67

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

Neo Ivy Capital Management's LMT Position: Q2 2026 in Review

Neo Ivy Capital Management sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 1,451 shares — an estimated $877K sold.

Neo Ivy Capital Management first reported a position in LMT in Q4 2018 and held it in 13 quarters. The position peaked at $3.6M in Q3 2023. 2,788 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Neo Ivy Capital Management reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Neo Ivy Capital Management sold 1,451 Lockheed Martin shares in Q2 2026, an estimated $877K.
  • Neo Ivy Capital Management first reported a position in Lockheed Martin in Q4 2018 and held it in 13 quarters.
  • Neo Ivy Capital Management's Lockheed Martin position peaked at $3.6M in Q3 2023.
  • 2,788 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.