Optimist Retirement Group’s Lockheed Martin LMT Stock Holding History

Optimist Retirement Group’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	$2.21M	Sell	4,342 -1	-0%	-$541	0.85%	36
2026 Q1	$2.62M	Sell	4,343 -563	-11%	-$347K	1.16%	20
2025 Q4	$2.37M	Buy	4,906 +6	+0.1%	+$2.87K	1.09%	25
2025 Q3	$2.45M	Buy	4,900 +274	+6%	+$124K	1.11%	25
2025 Q2	$2.14M	Sell	4,626 -22	-0.5%	-$10.3K	1.03%	31
2025 Q1	$2.08M	Buy	4,648 +684	+17%	+$315K	1.04%	36
2024 Q4	$1.93M	Sell	3,964 -93	-2%	-$50.7K	0.91%	34
2024 Q3	$2.37M	Sell	4,057 -37	-0.9%	-$19.9K	1.07%	23
2024 Q2	$1.91M	Buy	4,094 +124	+3%	+$57.3K	1.01%	30
2024 Q1	$1.81M	Buy	3,970 +679	+21%	+$298K	0.93%	31
2023 Q4	$1.49M	Buy	+3,291	New	+$1.46M	0.97%	26

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

Optimist Retirement Group's LMT Position: Q2 2026 in Review

Optimist Retirement Group reduced its Lockheed Martin (LMT) stake by 0.02% in Q2 2026, selling an estimated $541 and leaving 4,342 shares worth $2.21M. The position accounts for 0.85% of the portfolio, ranked #36.

Optimist Retirement Group first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.62M in Q1 2026. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Optimist Retirement Group held 4,342 shares of Lockheed Martin worth $2.21M as of Q2 2026.
Optimist Retirement Group sold 1 Lockheed Martin share in Q2 2026, an estimated $541.
Lockheed Martin made up 0.85% of Optimist Retirement Group's portfolio in Q2 2026, its #36 holding.
Optimist Retirement Group first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
Optimist Retirement Group's Lockheed Martin position peaked at $2.62M in Q1 2026.
2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.