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Regatta Capital Group’s Lockheed Martin LMT Stock Holding History

Regatta Capital 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 		– Sell
-388
Closed -$235K – 233
2026
Q1 		$235K Buy
+388
New +$239K 0.04% 191
2024
Q4 		– Sell
-464
Closed -$271K – 191
2024
Q3 		$271K Sell
464
-20
-4% -$10.7K 0.05% 163
2024
Q2 		$226K Sell
484
-2
-0.4% -$924 0.05% 170
2024
Q1 		$221K Buy
+486
New +$213K 0.05% 169
2023
Q3 		– Sell
-445
Closed -$205K – 166
2023
Q2 		$205K Sell
445
-80
-15% -$37.1K 0.07% 161
2023
Q1 		$255K Hold
525
– – 0.09% 151
2022
Q4 		$255K Buy
+525
New +$244K 0.09% 151

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

Regatta Capital Group's LMT Position: Q2 2026 in Review

Regatta Capital Group sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 388 shares — an estimated $235K sold.

Regatta Capital Group first reported a position in LMT in Q4 2022 and held it in 7 quarters. The position peaked at $271K in Q3 2024. 2,787 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Regatta Capital Group reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Regatta Capital Group sold 388 Lockheed Martin shares in Q2 2026, an estimated $235K.
  • Regatta Capital Group first reported a position in Lockheed Martin in Q4 2022 and held it in 7 quarters.
  • Regatta Capital Group's Lockheed Martin position peaked at $271K in Q3 2024.
  • 2,787 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.