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Principal Street Partners’s Lockheed Martin LMT Stock Holding History

Principal Street Partners’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 		$6.99M Sell
13,721
-109
-0.8% -$58.9K 1.02% 40
2026
Q1 		$8.36M Sell
13,830
-78
-0.6% -$48K 1.36% 14
2025
Q4 		$6.73M Sell
13,908
-648
-4% -$310K 1.13% 32
2025
Q3 		$7.27M Buy
14,556
+3,356
+30% +$1.52M 1.16% 23
2025
Q2 		$5.19M Buy
11,200
+10,096
+914% +$4.73M 0.51% 54
2025
Q1 		$493K Sell
1,104
-124
-10% -$57.1K 0.09% 128
2024
Q4 		$597K Sell
1,228
-11,494
-90% -$6.27M 0.12% 110
2024
Q3 		$7.28M Sell
12,722
-2,822
-18% -$1.52M 1.19% 12
2024
Q2 		$7.26M Sell
15,544
-91
-0.6% -$42.1K 1.3% 21
2024
Q1 		$7.17M Buy
15,635
+4,356
+39% +$1.91M 1.36% 21
2023
Q4 		$5.11M Sell
11,279
-95
-0.8% -$42.1K 1.23% 29
2023
Q3 		$4.65M Sell
11,374
-165
-1% -$73.2K 0.92% 32
2023
Q2 		$5.31M Sell
11,539
-491
-4% -$228K 1.26% 22
2023
Q1 		$5.69M Buy
12,030
+29
+0.2% +$13.6K 1.44% 18
2022
Q4 		$5.84M Buy
12,001
+32
+0.3% +$14.9K 1.47% 19
2022
Q3 		$4.62M Sell
11,969
-928
-7% -$387K 1.23% 33
2022
Q2 		$5.55M Sell
12,897
-795
-6% -$349K 1.44% 18
2022
Q1 		$6.04M Buy
13,692
+11,396
+496% +$4.62M 1.39% 22
2021
Q4 		$816K Buy
+2,296
New +$794K 0.2% 94

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 Street Partners's LMT Position: Q2 2026 in Review

Principal Street Partners reduced its Lockheed Martin (LMT) stake by 0.79% in Q2 2026, selling an estimated $58.9K and leaving 13,721 shares worth $6.99M. The position accounts for 1.02% of the portfolio, ranked #40.

Principal Street Partners first reported a position in LMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.36M in Q1 2026. 2,785 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Principal Street Partners held 13,721 shares of Lockheed Martin worth $6.99M as of Q2 2026.
  • Principal Street Partners sold 109 Lockheed Martin shares in Q2 2026, an estimated $58.9K.
  • Lockheed Martin made up 1.02% of Principal Street Partners's portfolio in Q2 2026, its #40 holding.
  • Principal Street Partners first reported a position in Lockheed Martin in Q4 2021 and has held it in 19 quarters since.
  • Principal Street Partners's Lockheed Martin position peaked at $8.36M in Q1 2026.
  • 2,785 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.