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Operose Advisors’s Lockheed Martin LMT Stock Holding History

Operose 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 		$28.5K Buy
56
+16
+40% +$8.65K 0.01% 357
2026
Q1 		$24.2K Sell
40
-2
-5% -$1.23K 0.01% 343
2025
Q4 		$20.3K Hold
42
– – ﹤0.01% 344
2025
Q3 		$21K Sell
42
-838
-95% -$380K 0.01% 322
2025
Q2 		$408K Hold
880
– – 0.11% 85
2025
Q1 		$393K Sell
880
-11
-1% -$5.06K 0.13% 85
2024
Q4 		$433K Buy
891
+276
+45% +$150K 0.15% 81
2024
Q3 		$360K Buy
615
+158
+35% +$84.8K 0.12% 100
2024
Q2 		$213K Sell
457
-185
-29% -$85.5K 0.08% 132
2024
Q1 		$292K Buy
642
+535
+500% +$234K 0.1% 124
2023
Q4 		$48.5K Sell
107
-50
-32% -$22.2K 0.02% 226
2023
Q3 		$64.2K Buy
157
+117
+293% +$51.9K 0.03% 261
2023
Q2 		$18.4K Hold
40
– – 0.01% 241
2023
Q1 		$18.9K Hold
40
– – 0.01% 231
2022
Q4 		$19.5K Hold
40
– – 0.01% 223
2022
Q3 		$15K Hold
40
– – 0.01% 238
2022
Q2 		$17K Hold
40
– – 0.01% 209
2022
Q1 		$18K Buy
+40
New +$16.2K 0.01% 222

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

Operose Advisors's LMT Position: Q2 2026 in Review

Operose Advisors increased its Lockheed Martin (LMT) stake by 40% in Q2 2026, buying an estimated $8.65K and bringing the position to 56 shares worth $28.5K. The position accounts for 0.01% of the portfolio, ranked #357.

Operose Advisors first reported a position in LMT in Q1 2022 and has held it in 18 quarters since. The position peaked at $433K in Q4 2024. 2,756 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Operose Advisors held 56 shares of Lockheed Martin worth $28.5K as of Q2 2026.
  • Operose Advisors bought 16 Lockheed Martin shares in Q2 2026, an estimated $8.65K.
  • Lockheed Martin made up 0.01% of Operose Advisors's portfolio in Q2 2026, its #357 holding.
  • Operose Advisors first reported a position in Lockheed Martin in Q1 2022 and has held it in 18 quarters since.
  • Operose Advisors's Lockheed Martin position peaked at $433K in Q4 2024.
  • 2,756 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.