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Optas LLC’s Lockheed Martin LMT Stock Holding History

Optas LLC’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 		$479K Buy
941
+83
+10% +$44.9K 0.07% 193
2026
Q1 		$519K Buy
858
+74
+9% +$45.6K 0.08% 154
2025
Q4 		$379K Buy
784
+160
+26% +$76.6K 0.06% 229
2025
Q3 		$312K Buy
624
+16
+3% +$7.26K 0.05% 241
2025
Q2 		$282K Buy
608
+1
+0.2% +$468 0.05% 231
2025
Q1 		$271K Buy
607
+59
+11% +$27.2K 0.05% 214
2024
Q4 		$266K Buy
548
+16
+3% +$8.72K 0.06% 202
2024
Q3 		$311K Buy
532
+30
+6% +$16.1K 0.07% 164
2024
Q2 		$234K Buy
+502
New +$232K 0.06% 178
2024
Q1 		– Sell
-644
Closed -$292K – 211
2023
Q4 		$292K Buy
644
+49
+8% +$21.7K 0.09% 141
2023
Q3 		$243K Buy
595
+16
+3% +$7.1K 0.08% 146
2023
Q2 		$267K Buy
579
+137
+31% +$63.6K 0.09% 132
2023
Q1 		$209K Sell
442
-148
-25% -$69.4K 0.07% 149
2022
Q4 		$287K Buy
+590
New +$274K 0.12% 113
2021
Q3 		– Sell
-604
Closed -$229K – 153
2021
Q2 		$229K Buy
604
+5
+0.8% +$1.92K 0.07% 131
2021
Q1 		$221K Buy
+599
New +$206K 0.07% 129
2020
Q4 		– Sell
-1,007
Closed -$387K – 158
2020
Q3 		$387K Buy
1,007
+426
+73% +$163K 0.12% 108
2020
Q2 		$212K Sell
581
-97
-14% -$36.6K 0.09% 116
2020
Q1 		$230K Sell
678
-18
-3% -$7.08K 0.11% 114
2019
Q4 		$271K Buy
+696
New +$267K 0.1% 126

Other funds holding LMT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Optas LLC's LMT Position: Q2 2026 in Review

Optas LLC increased its Lockheed Martin (LMT) stake by 9.7% in Q2 2026, buying an estimated $44.9K and bringing the position to 941 shares worth $479K. The position accounts for 0.07% of the portfolio, ranked #193.

Optas LLC first reported a position in LMT in Q4 2019 and has held it in 20 quarters since. The position peaked at $519K in Q1 2026. 805 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Optas LLC held 941 shares of Lockheed Martin worth $479K as of Q2 2026.
  • Optas LLC bought 83 Lockheed Martin shares in Q2 2026, an estimated $44.9K.
  • Lockheed Martin made up 0.07% of Optas LLC's portfolio in Q2 2026, its #193 holding.
  • Optas LLC first reported a position in Lockheed Martin in Q4 2019 and has held it in 20 quarters since.
  • Optas LLC's Lockheed Martin position peaked at $519K in Q1 2026.
  • 805 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.