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Pinnacle West Asset Management’s Lockheed Martin LMT Stock Holding History

Pinnacle West Asset 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 		$651K Hold
1,278
– – 0.45% 62
2026
Q1 		$772K Sell
1,278
-60
-4% -$37K 0.52% 52
2025
Q4 		$647K Sell
1,338
-25
-2% -$12K 0.42% 63
2025
Q3 		$680K Hold
1,363
– – 0.44% 60
2025
Q2 		$631K Hold
1,363
– – 0.44% 63
2025
Q1 		$609K Buy
1,363
+8
+0.6% +$3.68K 0.44% 64
2024
Q4 		$658K Buy
1,355
+10
+0.7% +$5.45K 0.47% 61
2024
Q3 		$786K Buy
1,345
+15
+1% +$8.05K 0.56% 53
2024
Q2 		$621K Buy
1,330
+5
+0.4% +$2.31K 0.48% 60
2024
Q1 		$603K Buy
1,325
+10
+0.8% +$4.38K 0.48% 62
2023
Q4 		$596K Buy
1,315
+70
+6% +$31K 0.51% 61
2023
Q3 		$509K Buy
1,245
+60
+5% +$26.6K 0.5% 64
2023
Q2 		$546K Sell
1,185
-15
-1% -$6.96K 0.53% 62
2023
Q1 		$567K Buy
+1,200
New +$563K 0.59% 60

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Pinnacle West Asset Management's LMT Position: Q2 2026 in Review

Pinnacle West Asset Management held its Lockheed Martin (LMT) position steady in Q2 2026 at 1,278 shares worth $651K. The position accounts for 0.45% of the portfolio, ranked #62.

Pinnacle West Asset Management first reported a position in LMT in Q1 2023 and has held it in 14 quarters since. The position peaked at $786K in Q3 2024. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Pinnacle West Asset Management held 1,278 shares of Lockheed Martin worth $651K as of Q2 2026.
  • Pinnacle West Asset Management left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.45% of Pinnacle West Asset Management's portfolio in Q2 2026, its #62 holding.
  • Pinnacle West Asset Management first reported a position in Lockheed Martin in Q1 2023 and has held it in 14 quarters since.
  • Pinnacle West Asset Management's Lockheed Martin position peaked at $786K in Q3 2024.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Pinnacle West Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.