Osbon Capital Management’s Lockheed Martin LMT Stock Holding History

Osbon Capital Management’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	$11.7K	Sell	22 -1	-4%	-$541	0.01%	261
2026 Q1	$13.7K	Hold	23	–	–	0.01%	261
2025 Q4	$10.9K	Buy	+23	New	+$11K	0.01%	221
2019 Q2	$305K	Buy	+838	New	+$280K	0.32%	39

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

Osbon Capital Management's LMT Position: Q2 2026 in Review

Osbon Capital Management reduced its Lockheed Martin (LMT) stake by 4.3% in Q2 2026, selling an estimated $541 and leaving 22 shares worth $11.7K. The position accounts for 0.01% of the portfolio, ranked #261.

Osbon Capital Management first reported a position in LMT in Q2 2019 and has held it in 4 quarters since. The position peaked at $305K in Q2 2019. 2,783 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Osbon Capital Management held 22 shares of Lockheed Martin worth $11.7K as of Q2 2026.
Osbon Capital Management sold 1 Lockheed Martin share in Q2 2026, an estimated $541.
Lockheed Martin made up 0.01% of Osbon Capital Management's portfolio in Q2 2026, its #261 holding.
Osbon Capital Management first reported a position in Lockheed Martin in Q2 2019 and has held it in 4 quarters since.
Osbon Capital Management's Lockheed Martin position peaked at $305K in Q2 2019.
2,783 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.