New World Advisors’s Lockheed Martin LMT Stock Holding History

New World 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
2026 Q2	$344K	Buy	676 +200	+42%	+$108K	0.06%	62
2026 Q1	$288K	Buy	476 +47	+11%	+$29K	0.05%	57
2025 Q4	$207K	Sell	429 -78	-15%	-$37.3K	0.04%	82
2025 Q3	$253K	Buy	507 +65	+15%	+$29.5K	0.05%	62
2025 Q2	$205K	Buy	+442	New	+$207K	0.04%	68
2024 Q4	–	Sell	-350	Closed	-$205K	–	80
2024 Q3	$205K	Buy	+350	New	+$188K	0.05%	77
2023 Q4	–	Sell	-786	Closed	-$321K	–	67
2023 Q3	$321K	Buy	+786	New	+$349K	0.11%	48
2021 Q3	–	Sell	-743	Closed	-$281K	–	98
2021 Q2	$281K	Buy	+743	New	+$286K	0.19%	86

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

New World Advisors's LMT Position: Q2 2026 in Review

New World Advisors increased its Lockheed Martin (LMT) stake by 42% in Q2 2026, buying an estimated $108K and bringing the position to 676 shares worth $344K. The position accounts for 0.06% of the portfolio, ranked #62.

New World Advisors first reported a position in LMT in Q2 2021 and has held it in 8 quarters since. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

New World Advisors held 676 shares of Lockheed Martin worth $344K as of Q2 2026.
New World Advisors bought 200 Lockheed Martin shares in Q2 2026, an estimated $108K.
Lockheed Martin made up 0.06% of New World Advisors's portfolio in Q2 2026, its #62 holding.
New World Advisors first reported a position in Lockheed Martin in Q2 2021 and has held it in 8 quarters since.
2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on New World Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.