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Purkiss Capital Advisors’s Lockheed Martin LMT Stock Holding History

Purkiss Capital Advisors’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 		$717K Sell
1,407
-527
-27% -$285K 0.27% 79
2026
Q1 		$1.17M Buy
1,934
+707
+58% +$436K 0.51% 48
2025
Q4 		$594K Buy
1,227
+2
+0.2% +$957 0.28% 78
2025
Q3 		$612K Sell
1,225
-79
-6% -$35.8K 0.29% 77
2025
Q2 		$604K Buy
1,304
+513
+65% +$240K 0.34% 64
2025
Q1 		$353K Buy
791
+5
+0.6% +$2.3K 0.27% 70
2024
Q4 		$382K Buy
+786
New +$428K 0.33% 54

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

Purkiss Capital Advisors's LMT Position: Q2 2026 in Review

Purkiss Capital Advisors reduced its Lockheed Martin (LMT) stake by 27% in Q2 2026, selling an estimated $285K and leaving 1,407 shares worth $717K. The position accounts for 0.27% of the portfolio, ranked #79.

Purkiss Capital Advisors first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.17M in Q1 2026. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Purkiss Capital Advisors held 1,407 shares of Lockheed Martin worth $717K as of Q2 2026.
  • Purkiss Capital Advisors sold 527 Lockheed Martin shares in Q2 2026, an estimated $285K.
  • Lockheed Martin made up 0.27% of Purkiss Capital Advisors's portfolio in Q2 2026, its #79 holding.
  • Purkiss Capital Advisors first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • Purkiss Capital Advisors's Lockheed Martin position peaked at $1.17M in Q1 2026.
  • 2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.