OQS
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Occudo Quantitative Strategies’s Lockheed Martin LMT Stock Holding History

Occudo Quantitative Strategies’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 		$7.74M Buy
15,184
+7,692
+103% +$4.16M 0.41% 64
2026
Q1 		$3.88M Sell
7,492
-5,658
-43% -$3.49M 0.21% 143
2025
Q4 		$6.36M Buy
13,150
+3,593
+38% +$1.72M 0.43% 68
2025
Q3 		$4.77M Sell
9,557
-7,595
-44% -$3.45M 0.58% 31
2025
Q2 		$7.94M Buy
17,152
+2,644
+18% +$1.24M 0.89% 19
2025
Q1 		$6.41M Buy
14,508
+5,081
+54% +$2.34M 0.85% 16
2024
Q4 		$4.58M Buy
9,427
+5,387
+133% +$2.94M 0.83% 11
2024
Q3 		$2.36M Sell
4,040
-1,567
-28% -$841K 0.43% 45
2024
Q2 		$2.62M Buy
5,607
+2,687
+92% +$1.24M 0.46% 41
2024
Q1 		$1.33M Sell
2,920
-10,502
-78% -$4.6M 0.23% 121
2023
Q4 		$6.08M Buy
13,422
+5,634
+72% +$2.5M 0.83% 1
2023
Q3 		$3.18M Buy
7,788
+630
+9% +$279K 0.41% 21
2023
Q2 		$3.3M Buy
+7,158
New +$3.32M 0.34% 54
2022
Q4 		– Sell
-8,798
Closed -$3.4M – 1191
2022
Q3 		$3.4M Buy
8,798
+6,011
+216% +$2.51M 0.26% 84
2022
Q2 		$1.2M Sell
2,787
-1,511
-35% -$663K 0.1% 324
2022
Q1 		$1.9M Sell
4,298
-12,106
-74% -$4.91M 0.16% 183
2021
Q4 		$5.83M Buy
16,404
+10,698
+187% +$3.7M 0.52% 4
2021
Q3 		$1.97M Sell
5,706
-224
-4% -$81.1K 0.24% 90
2021
Q2 		$2.24M Buy
5,930
+1,127
+23% +$433K 0.34% 56
2021
Q1 		$1.77M Buy
4,803
+1,264
+36% +$434K 0.39% 41
2020
Q4 		$1.26M Buy
+3,539
New +$1.3M 0.39% 38

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

Occudo Quantitative Strategies's LMT Position: Q2 2026 in Review

Occudo Quantitative Strategies increased its Lockheed Martin (LMT) stake by 103% in Q2 2026, buying an estimated $4.16M and bringing the position to 15,184 shares worth $7.74M. The position accounts for 0.41% of the portfolio, ranked #64.

Occudo Quantitative Strategies first reported a position in LMT in Q4 2020 and has held it in 21 quarters since. The position peaked at $7.94M in Q2 2025. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Occudo Quantitative Strategies held 15,184 shares of Lockheed Martin worth $7.74M as of Q2 2026.
  • Occudo Quantitative Strategies bought 7,692 Lockheed Martin shares in Q2 2026, an estimated $4.16M.
  • Lockheed Martin made up 0.41% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #64 holding.
  • Occudo Quantitative Strategies first reported a position in Lockheed Martin in Q4 2020 and has held it in 21 quarters since.
  • Occudo Quantitative Strategies's Lockheed Martin position peaked at $7.94M in Q2 2025.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.