Sagewood Asset Management’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$257K Buy
505
+148
+41% +$80K 0.06% 350
2026
Q1
$216K Buy
+357
New +$220K 0.07% 306

Other funds holding LMT

Sagewood Asset Management's LMT Position: Q2 2026 in Review

Sagewood Asset Management increased its Lockheed Martin (LMT) stake by 41% in Q2 2026, buying an estimated $80K and bringing the position to 505 shares worth $257K. The position accounts for 0.06% of the portfolio, ranked #350.

Sagewood Asset Management first reported a position in LMT in Q1 2026 and has held it in 2 quarters since. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Sagewood Asset Management held 505 shares of Lockheed Martin worth $257K as of Q2 2026.
  • Sagewood Asset Management bought 148 Lockheed Martin shares in Q2 2026, an estimated $80K.
  • Lockheed Martin made up 0.06% of Sagewood Asset Management's portfolio in Q2 2026, its #350 holding.
  • Sagewood Asset Management first reported a position in Lockheed Martin in Q1 2026 and has held it in 2 quarters since.
  • 2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.