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NEOS Investment Management’s Lockheed Martin LMT Stock Holding History

NEOS 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 		$16.7M Buy
32,874
+3,268
+11% +$1.77M 0.06% 203
2026
Q1 		$17.9M Sell
29,606
-417
-1% -$257K 0.09% 172
2025
Q4 		$14.5M Buy
30,023
+4,820
+19% +$2.31M 0.08% 183
2025
Q3 		$12.6M Buy
25,203
+8,075
+47% +$3.66M 0.09% 177
2025
Q2 		$7.93M Buy
17,128
+3,567
+26% +$1.67M 0.1% 174
2025
Q1 		$6.06M Buy
13,561
+2,503
+23% +$1.15M 0.11% 169
2024
Q4 		$5.37M Buy
11,058
+2,484
+29% +$1.35M 0.13% 152
2024
Q3 		$5.01M Buy
8,574
+1,624
+23% +$872K 0.15% 125
2024
Q2 		$3.25M Buy
6,950
+1,992
+40% +$921K 0.13% 140
2024
Q1 		$2.26M Buy
4,958
+1,828
+58% +$801K 0.14% 137
2023
Q4 		$1.42M Buy
3,130
+886
+39% +$393K 0.13% 151
2023
Q3 		$918K Buy
+2,244
New +$996K 0.12% 157

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

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

NEOS Investment Management increased its Lockheed Martin (LMT) stake by 11% in Q2 2026, buying an estimated $1.77M and bringing the position to 32,874 shares worth $16.7M. The position accounts for 0.06% of the portfolio, ranked #203.

NEOS Investment Management first reported a position in LMT in Q3 2023 and has held it in 12 quarters since. The position peaked at $17.9M in Q1 2026. 2,768 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • NEOS Investment Management held 32,874 shares of Lockheed Martin worth $16.7M as of Q2 2026.
  • NEOS Investment Management bought 3,268 Lockheed Martin shares in Q2 2026, an estimated $1.77M.
  • Lockheed Martin made up 0.06% of NEOS Investment Management's portfolio in Q2 2026, its #203 holding.
  • NEOS Investment Management first reported a position in Lockheed Martin in Q3 2023 and has held it in 12 quarters since.
  • NEOS Investment Management's Lockheed Martin position peaked at $17.9M in Q1 2026.
  • 2,768 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.