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R Squared’s Lockheed Martin LMT Stock Holding History

R Squared’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 		– Sell
-1,182
Closed -$714K – 628
2026
Q1 		$714K Sell
1,182
-1,332
-53% -$821K 0.39% 53
2025
Q4 		$1.22M Buy
+2,514
New +$1.2M 0.57% 29
2025
Q2 		– Sell
-830
Closed -$371K – 527
2025
Q1 		$371K Buy
830
+340
+69% +$157K 0.4% 92
2024
Q4 		$238K Buy
+490
New +$267K 0.23% 86

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

R Squared's LMT Position: Q2 2026 in Review

R Squared sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 1,182 shares — an estimated $714K sold.

R Squared first reported a position in LMT in Q4 2024 and held it in 4 quarters. The position peaked at $1.22M in Q4 2025. 2,774 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • R Squared reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • R Squared sold 1,182 Lockheed Martin shares in Q2 2026, an estimated $714K.
  • R Squared first reported a position in Lockheed Martin in Q4 2024 and held it in 4 quarters.
  • R Squared's Lockheed Martin position peaked at $1.22M in Q4 2025.
  • 2,774 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.