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PYA Waltman Capital’s Lockheed Martin LMT Stock Holding History

PYA Waltman Capital’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 		$3.9M Buy
7,654
+2,353
+44% +$1.27M 0.93% 28
2026
Q1 		$3.2M Buy
5,301
+1,524
+40% +$939K 0.89% 29
2025
Q4 		$1.83M Sell
3,777
-1,323
-26% -$633K 0.49% 37
2025
Q3 		$2.55M Buy
5,100
+41
+0.8% +$18.6K 0.68% 31
2025
Q2 		$2.34M Buy
5,059
+530
+12% +$248K 0.67% 35
2025
Q1 		$2.02M Buy
4,529
+245
+6% +$113K 0.64% 36
2024
Q4 		$2.08M Buy
4,284
+96
+2% +$52.3K 0.67% 35
2024
Q3 		$2.45M Buy
4,188
+203
+5% +$109K 0.8% 32
2024
Q2 		$1.86M Buy
3,985
+256
+7% +$118K 0.68% 34
2024
Q1 		$1.7M Buy
3,729
+467
+14% +$205K 0.63% 37
2023
Q4 		$1.48M Buy
3,262
+220
+7% +$97.5K 0.62% 36
2023
Q3 		$1.24M Buy
3,042
+809
+36% +$359K 0.53% 36
2023
Q2 		$1M Buy
2,233
+593
+36% +$275K 0.43% 34
2023
Q1 		$775K Buy
1,640
+522
+47% +$245K 0.38% 35
2022
Q4 		$544K Buy
1,118
+206
+23% +$95.7K 0.29% 36
2022
Q3 		$352K Buy
912
+586
+180% +$245K 0.21% 36
2022
Q2 		$140K Buy
326
+140
+75% +$61.5K 0.08% 57
2022
Q1 		$82K Buy
+186
New +$75.4K 0.04% 85

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

PYA Waltman Capital's LMT Position: Q2 2026 in Review

PYA Waltman Capital increased its Lockheed Martin (LMT) stake by 44% in Q2 2026, buying an estimated $1.27M and bringing the position to 7,654 shares worth $3.9M. The position accounts for 0.93% of the portfolio, ranked #28.

PYA Waltman Capital first reported a position in LMT in Q1 2022 and has held it in 18 quarters since. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • PYA Waltman Capital held 7,654 shares of Lockheed Martin worth $3.9M as of Q2 2026.
  • PYA Waltman Capital bought 2,353 Lockheed Martin shares in Q2 2026, an estimated $1.27M.
  • Lockheed Martin made up 0.93% of PYA Waltman Capital's portfolio in Q2 2026, its #28 holding.
  • PYA Waltman Capital first reported a position in Lockheed Martin in Q1 2022 and has held it in 18 quarters since.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on PYA Waltman Capital's 13F filing for Q2 2026, filed 14 Aug 2026.