Patrick M. Sweeney & Associates’s Lockheed Martin LMT Stock Holding History

Patrick M. Sweeney & Associates’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	$655K	Buy	1,285 +40	+3%	+$21.6K	0.38%	67
2026 Q1	$752K	Sell	1,245 -9	-0.7%	-$5.54K	0.48%	52
2025 Q4	$607K	Buy	1,254 +12	+1%	+$5.74K	0.38%	69
2025 Q3	$620K	Buy	1,242 +27	+2%	+$12.3K	0.4%	61
2025 Q2	$562K	Buy	1,215 +23	+2%	+$10.8K	0.39%	66
2025 Q1	$533K	Buy	1,192 +13	+1%	+$5.98K	0.4%	68
2024 Q4	$573K	Buy	1,179 +12	+1%	+$6.54K	0.43%	62
2024 Q3	$682K	Buy	1,167 +20	+2%	+$10.7K	0.5%	50
2024 Q2	$536K	Buy	1,147 +32	+3%	+$14.8K	0.43%	60
2024 Q1	$507K	Buy	1,115 +16	+1%	+$7.01K	0.42%	65
2023 Q4	$498K	Buy	+1,099	New	+$487K	0.46%	55

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

Patrick M. Sweeney & Associates's LMT Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its Lockheed Martin (LMT) stake by 3.2% in Q2 2026, buying an estimated $21.6K and bringing the position to 1,285 shares worth $655K. The position accounts for 0.38% of the portfolio, ranked #67.

Patrick M. Sweeney & Associates first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $752K in Q1 2026. 2,784 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Patrick M. Sweeney & Associates held 1,285 shares of Lockheed Martin worth $655K as of Q2 2026.
Patrick M. Sweeney & Associates bought 40 Lockheed Martin shares in Q2 2026, an estimated $21.6K.
Lockheed Martin made up 0.38% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #67 holding.
Patrick M. Sweeney & Associates first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
Patrick M. Sweeney & Associates's Lockheed Martin position peaked at $752K in Q1 2026.
2,784 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.