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Principal Securities’s Lockheed Martin LMT Stock Holding History

Principal Securities’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 		$3.66M Sell
7,179
-192
-3% -$104K 0.04% 360
2026
Q1 		$4.46M Sell
7,371
-3,292
-31% -$2.03M 0.07% 285
2025
Q4 		$5.16M Buy
10,663
+462
+5% +$221K 0.08% 238
2025
Q3 		$5.09M Buy
10,201
+709
+7% +$322K 0.08% 225
2025
Q2 		$4.4M Buy
9,492
+94
+1% +$44K 0.08% 242
2025
Q1 		$4.57M Buy
9,398
+44
+0.5% +$20.3K 0.1% 197
2024
Q4 		$4.55M Buy
9,354
+450
+5% +$245K 0.1% 196
2024
Q3 		$5.2M Sell
8,904
-73
-0.8% -$39.2K 0.13% 159
2024
Q2 		$4.19M Sell
8,977
-81
-0.9% -$37.4K 0.12% 165
2024
Q1 		$4.12M Buy
9,058
+1,061
+13% +$465K 0.13% 153
2023
Q4 		$3.62M Buy
+7,997
New +$3.54M 0.14% 151

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

Principal Securities's LMT Position: Q2 2026 in Review

Principal Securities reduced its Lockheed Martin (LMT) stake by 2.6% in Q2 2026, selling an estimated $104K and leaving 7,179 shares worth $3.66M. The position accounts for 0.04% of the portfolio, ranked #360.

Principal Securities first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.2M in Q3 2024. 2,777 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Principal Securities held 7,179 shares of Lockheed Martin worth $3.66M as of Q2 2026.
  • Principal Securities sold 192 Lockheed Martin shares in Q2 2026, an estimated $104K.
  • Lockheed Martin made up 0.04% of Principal Securities's portfolio in Q2 2026, its #360 holding.
  • Principal Securities first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Lockheed Martin position peaked at $5.2M in Q3 2024.
  • 2,777 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.