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Nvest Financial’s Lockheed Martin LMT Stock Holding History

Nvest Financial’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 		$1.18M Sell
2,313
-145
-6% -$78.4K 0.37% 60
2026
Q1 		$1.49M Sell
2,458
-43
-2% -$26.5K 0.55% 50
2025
Q4 		$1.21M Buy
2,501
+486
+24% +$233K 0.5% 47
2025
Q3 		$1.01M Sell
2,015
-1,208
-37% -$548K 0.58% 44
2025
Q2 		$1.49M Sell
3,223
-398
-11% -$186K 0.78% 38
2025
Q1 		$1.62M Buy
3,621
+23
+0.6% +$10.6K 0.87% 35
2024
Q4 		$1.75M Buy
3,598
+1,085
+43% +$591K 0.89% 35
2024
Q3 		$1.47M Buy
2,513
+105
+4% +$56.4K 0.84% 36
2024
Q2 		$1.12M Buy
2,408
+380
+19% +$176K 0.69% 42
2024
Q1 		$922K Buy
2,028
+265
+15% +$116K 0.61% 44
2023
Q4 		$799K Buy
1,763
+164
+10% +$72.7K 0.63% 40
2023
Q3 		$654K Buy
1,599
+3
+0.2% +$1.33K 0.61% 34
2023
Q2 		$735K Buy
1,596
+215
+16% +$99.8K 0.64% 35
2023
Q1 		$653K Buy
1,381
+28
+2% +$13.1K 0.68% 36
2022
Q4 		$658K Sell
1,353
-76
-5% -$35.3K 0.82% 33
2022
Q3 		$552K Sell
1,429
-37
-3% -$15.4K 0.78% 35
2022
Q2 		$630K Buy
1,466
+57
+4% +$25K 0.66% 39
2022
Q1 		$622K Buy
+1,409
New +$571K 0.51% 45

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

Nvest Financial's LMT Position: Q2 2026 in Review

Nvest Financial reduced its Lockheed Martin (LMT) stake by 5.9% in Q2 2026, selling an estimated $78.4K and leaving 2,313 shares worth $1.18M. The position accounts for 0.37% of the portfolio, ranked #60.

Nvest Financial first reported a position in LMT in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.75M in Q4 2024. 2,779 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Nvest Financial held 2,313 shares of Lockheed Martin worth $1.18M as of Q2 2026.
  • Nvest Financial sold 145 Lockheed Martin shares in Q2 2026, an estimated $78.4K.
  • Lockheed Martin made up 0.37% of Nvest Financial's portfolio in Q2 2026, its #60 holding.
  • Nvest Financial first reported a position in Lockheed Martin in Q1 2022 and has held it in 18 quarters since.
  • Nvest Financial's Lockheed Martin position peaked at $1.75M in Q4 2024.
  • 2,779 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.