SageGuard Financial Group’s Lockheed Martin LMT Stock Holding History

SageGuard Financial 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	$6.62M	Sell	12,986 -7,184	-36%	-$3.88M	0.93%	34
2026 Q1	$12.2M	Sell	20,170 -8,482	-30%	-$5.23M	1.89%	15
2025 Q4	$13.9M	Buy	+28,652	New	+$13.7M	2.21%	13
2021 Q3	–	Sell	-4,792	Closed	-$1.81M	–	78
2021 Q2	$1.81M	Buy	4,792 +111	+2%	+$42.7K	0.82%	30
2021 Q1	$1.73M	Buy	4,681 +174	+4%	+$59.7K	0.8%	34
2020 Q4	$1.6M	Buy	+4,507	New	+$1.66M	0.77%	34

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SageGuard Financial Group's LMT Position: Q2 2026 in Review

SageGuard Financial Group reduced its Lockheed Martin (LMT) stake by 36% in Q2 2026, selling an estimated $3.88M and leaving 12,986 shares worth $6.62M. The position accounts for 0.93% of the portfolio, ranked #34.

SageGuard Financial Group first reported a position in LMT in Q4 2020 and has held it in 6 quarters since. The position peaked at $13.9M in Q4 2025. 1,770 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

SageGuard Financial Group held 12,986 shares of Lockheed Martin worth $6.62M as of Q2 2026.
SageGuard Financial Group sold 7,184 Lockheed Martin shares in Q2 2026, an estimated $3.88M.
Lockheed Martin made up 0.93% of SageGuard Financial Group's portfolio in Q2 2026, its #34 holding.
SageGuard Financial Group first reported a position in Lockheed Martin in Q4 2020 and has held it in 6 quarters since.
SageGuard Financial Group's Lockheed Martin position peaked at $13.9M in Q4 2025.
1,770 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.