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Panoramic Investment Advisors’s Lockheed Martin LMT Stock Holding History

Panoramic Investment 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 		$241K Sell
474
-1
-0.2% -$541 0.12% 123
2026
Q1 		$287K Buy
475
+1
+0.2% +$616 0.16% 103
2025
Q4 		$229K Hold
474
– – 0.12% 116
2025
Q3 		$237K Sell
474
-68
-13% -$30.9K 0.13% 111
2025
Q2 		$251K Sell
542
-100
-16% -$46.8K 0.15% 101
2025
Q1 		$287K Sell
642
-49
-7% -$22.6K 0.19% 87
2024
Q4 		$336K Buy
691
+104
+18% +$56.7K 0.22% 82
2024
Q3 		$343K Buy
+587
New +$315K 0.24% 83
2024
Q1 		$267K Sell
587
-9
-2% -$3.94K 0.2% 90
2023
Q4 		$270K Buy
596
+50
+9% +$22.2K 0.23% 86
2023
Q3 		$223K Buy
+546
New +$242K 0.21% 91
2022
Q4 		$241K Buy
+496
New +$230K 0.25% 83

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

Panoramic Investment Advisors's LMT Position: Q2 2026 in Review

Panoramic Investment Advisors reduced its Lockheed Martin (LMT) stake by 0.21% in Q2 2026, selling an estimated $541 and leaving 474 shares worth $241K. The position accounts for 0.12% of the portfolio, ranked #123.

Panoramic Investment Advisors first reported a position in LMT in Q4 2022 and has held it in 12 quarters since. The position peaked at $343K in Q3 2024. 2,784 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Panoramic Investment Advisors held 474 shares of Lockheed Martin worth $241K as of Q2 2026.
  • Panoramic Investment Advisors sold 1 Lockheed Martin share in Q2 2026, an estimated $541.
  • Lockheed Martin made up 0.12% of Panoramic Investment Advisors's portfolio in Q2 2026, its #123 holding.
  • Panoramic Investment Advisors first reported a position in Lockheed Martin in Q4 2022 and has held it in 12 quarters since.
  • Panoramic Investment Advisors's Lockheed Martin position peaked at $343K in Q3 2024.
  • 2,784 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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