Osaic Holdings
LMT icon

Osaic Holdings’s Lockheed Martin LMT Stock Holding History

Osaic Holdings’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
2020
Q3 		– Sell
-4
Closed -$5K – 6320
2020
Q2 		$5K Hold
4
– – ﹤0.01% 5476
2020
Q1 		$5K Buy
+4
New +$1.57K ﹤0.01% 5344

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

Osaic Holdings's LMT Position: Q2 2026 in Review

Osaic Holdings increased its Lockheed Martin (LMT) stake by 17% in Q2 2026, buying an estimated $13.4M and bringing the position to 170,121 shares worth $86.8M. The position accounts for 0.1% of the portfolio, ranked #204.

Osaic Holdings first reported a position in LMT in Q1 2020 and has held it in 26 quarters since. The position peaked at $125M in Q3 2023. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Osaic Holdings held 170,121 shares of Lockheed Martin worth $86.8M as of Q2 2026.
  • Osaic Holdings bought 24,833 Lockheed Martin shares in Q2 2026, an estimated $13.4M.
  • Lockheed Martin made up 0.1% of Osaic Holdings's portfolio in Q2 2026, its #204 holding.
  • Osaic Holdings first reported a position in Lockheed Martin in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Lockheed Martin position peaked at $125M in Q3 2023.
  • 2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.