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Patrick Mauro Investment Advisor’s Lockheed Martin LMT Stock Holding History

Patrick Mauro Investment Advisor’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 		$4.12M Sell
8,080
-670
-8% -$362K 2.07% 17
2026
Q1 		$5.29M Sell
8,750
-4,438
-34% -$2.73M 2.66% 16
2025
Q4 		$6.38M Sell
13,188
-1,600
-11% -$766K 3.34% 11
2025
Q3 		$7.38M Sell
14,788
-3,989
-21% -$1.81M 3.88% 8
2025
Q2 		$8.33M Sell
18,777
-175
-0.9% -$81.9K 4.71% 7
2025
Q1 		$8.47M Buy
18,952
+715
+4% +$329K 4.63% 7
2024
Q4 		$8.86M Sell
18,237
-311
-2% -$170K 5.06% 5
2024
Q3 		$10.8M Sell
18,548
-1,779
-9% -$955K 5.71% 4
2024
Q2 		$9.49M Sell
20,327
-370
-2% -$171K 5.51% 4
2024
Q1 		$9.41M Buy
20,697
+670
+3% +$294K 5.35% 4
2023
Q4 		$9.08M Buy
20,027
+210
+1% +$93K 5.4% 3
2023
Q3 		$8.1M Buy
19,817
+231
+1% +$102K 5.25% 4
2023
Q2 		$9.02M Buy
19,586
+574
+3% +$266K 5.56% 3
2023
Q1 		$8.99M Buy
19,012
+1,064
+6% +$499K 5.61% 3
2022
Q4 		$8.73M Sell
17,948
-1,073
-6% -$499K 5.65% 3
2022
Q3 		$7.35M Buy
+19,021
New +$7.94M 5.3% 3

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

Patrick Mauro Investment Advisor's LMT Position: Q2 2026 in Review

Patrick Mauro Investment Advisor reduced its Lockheed Martin (LMT) stake by 7.7% in Q2 2026, selling an estimated $362K and leaving 8,080 shares worth $4.12M. The position accounts for 2.07% of the portfolio, ranked #17.

Patrick Mauro Investment Advisor first reported a position in LMT in Q3 2022 and has held it in 16 quarters since. The position peaked at $10.8M in Q3 2024. 2,756 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Patrick Mauro Investment Advisor held 8,080 shares of Lockheed Martin worth $4.12M as of Q2 2026.
  • Patrick Mauro Investment Advisor sold 670 Lockheed Martin shares in Q2 2026, an estimated $362K.
  • Lockheed Martin made up 2.07% of Patrick Mauro Investment Advisor's portfolio in Q2 2026, its #17 holding.
  • Patrick Mauro Investment Advisor first reported a position in Lockheed Martin in Q3 2022 and has held it in 16 quarters since.
  • Patrick Mauro Investment Advisor's Lockheed Martin position peaked at $10.8M in Q3 2024.
  • 2,756 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Patrick Mauro Investment Advisor's 13F filing for Q2 2026, filed 10 Aug 2026.