Private Management Group’s Lockheed Martin LMT Stock Holding History

Private Management Group’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	$1.77M	Sell	3,480 -24	-0.7%	-$13K	0.05%	194
2026 Q1	$2.12M	Sell	3,504 -3	-0.1%	-$1.85K	0.06%	180
2025 Q4	$1.7M	Hold	3,507	–	–	0.05%	182
2025 Q3	$1.75M	Hold	3,507	–	–	0.05%	175
2025 Q2	$1.62M	Buy	3,507 +3,027	+631%	+$1.42M	0.05%	173
2025 Q1	$214K	Buy	480 +19	+4%	+$8.75K	0.01%	203
2024 Q4	$224K	Buy	461 +57	+14%	+$31.1K	0.01%	197
2024 Q3	$236K	Buy	+404	New	+$217K	0.01%	195

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Private Management Group's LMT Position: Q2 2026 in Review

Private Management Group reduced its Lockheed Martin (LMT) stake by 0.68% in Q2 2026, selling an estimated $13K and leaving 3,480 shares worth $1.77M. The position accounts for 0.05% of the portfolio, ranked #194.

Private Management Group first reported a position in LMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.12M in Q1 2026. 2,784 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Private Management Group held 3,480 shares of Lockheed Martin worth $1.77M as of Q2 2026.
Private Management Group sold 24 Lockheed Martin shares in Q2 2026, an estimated $13K.
Lockheed Martin made up 0.05% of Private Management Group's portfolio in Q2 2026, its #194 holding.
Private Management Group first reported a position in Lockheed Martin in Q3 2024 and has held it in 8 quarters since.
Private Management Group's Lockheed Martin position peaked at $2.12M in Q1 2026.
2,784 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Private Management Group's 13F filing for Q2 2026, filed 31 Jul 2026.