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Plato Investment Management’s Lockheed Martin LMT Stock Holding History

Plato Investment 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 		$903K Hold
1,782
– – 0.05% 286
2026
Q1 		$1.08M Buy
1,782
+652
+58% +$402K 0.07% 253
2025
Q4 		$549K Sell
1,130
-421
-27% -$201K 0.04% 340
2025
Q3 		$768K Buy
1,551
+358
+30% +$162K 0.05% 301
2025
Q2 		$551K Sell
1,193
-6
-0.5% -$2.81K 0.04% 330
2025
Q1 		$541K Sell
1,199
-1,846
-61% -$850K 0.05% 323
2024
Q4 		$1.49M Buy
3,045
+1,193
+64% +$650K 0.11% 193
2024
Q3 		$1.08M Buy
1,852
+734
+66% +$394K 0.09% 235
2024
Q2 		$522K Buy
1,118
+54
+5% +$25K 0.05% 273
2024
Q1 		$484K Buy
1,064
+422
+66% +$185K 0.05% 268
2023
Q4 		$291K Buy
+642
New +$284K 0.36% 74

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

Plato Investment Management's LMT Position: Q2 2026 in Review

Plato Investment Management held its Lockheed Martin (LMT) position steady in Q2 2026 at 1,782 shares worth $903K. The position accounts for 0.05% of the portfolio, ranked #286.

Plato Investment Management first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.49M in Q4 2024. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Plato Investment Management held 1,782 shares of Lockheed Martin worth $903K as of Q2 2026.
  • Plato Investment Management left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.05% of Plato Investment Management's portfolio in Q2 2026, its #286 holding.
  • Plato Investment Management first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's Lockheed Martin position peaked at $1.49M in Q4 2024.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.