SageView Advisory Group’s Lockheed Martin LMT Stock Holding History

SageView Advisory 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	$1.11M	Sell	2,179 -40	-2%	-$21.6K	0.04%	233
2026 Q1	$1.34M	Sell	2,219 -560	-20%	-$345K	0.05%	197
2025 Q4	$1.34M	Sell	2,779 -513	-16%	-$246K	0.05%	213
2025 Q3	$1.64M	Sell	3,292 -155	-4%	-$70.3K	0.06%	191
2025 Q2	$1.45M	Sell	3,447 -89	-3%	-$41.7K	0.05%	189
2025 Q1	$1.58M	Sell	3,536 -276	-7%	-$127K	0.07%	152
2024 Q4	$1.85M	Buy	3,812 +493	+15%	+$269K	0.08%	131
2024 Q3	$1.94M	Sell	3,319 -916	-22%	-$492K	0.1%	114
2024 Q2	$1.98M	Buy	+4,235	New	+$1.96M	0.09%	126
2024 Q1	–	Sell	-5,760	Closed	-$2.49M	–	654
2023 Q4	$2.49M	Buy	5,760 +869	+18%	+$385K	0.11%	117
2023 Q3	$2M	Sell	4,891 -307	-6%	-$136K	0.11%	111
2023 Q2	$2.39M	Buy	5,198 +995	+24%	+$462K	0.13%	101
2023 Q1	$1.99M	Buy	4,203 +1,778	+73%	+$834K	0.13%	117
2022 Q4	$1.18M	Buy	+2,425	New	+$1.13M	0.1%	136

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

SageView Advisory Group's LMT Position: Q2 2026 in Review

SageView Advisory Group reduced its Lockheed Martin (LMT) stake by 1.8% in Q2 2026, selling an estimated $21.6K and leaving 2,179 shares worth $1.11M. The position accounts for 0.04% of the portfolio, ranked #233.

SageView Advisory Group first reported a position in LMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.49M in Q4 2023. 2,784 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

SageView Advisory Group held 2,179 shares of Lockheed Martin worth $1.11M as of Q2 2026.
SageView Advisory Group sold 40 Lockheed Martin shares in Q2 2026, an estimated $21.6K.
Lockheed Martin made up 0.04% of SageView Advisory Group's portfolio in Q2 2026, its #233 holding.
SageView Advisory Group first reported a position in Lockheed Martin in Q4 2022 and has held it in 14 quarters since.
SageView Advisory Group's Lockheed Martin position peaked at $2.49M in Q4 2023.
2,784 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.