Sandy Cove Advisors’s Lockheed Martin LMT Stock Holding History

Sandy Cove Advisors’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	$214K	Sell	421 -27	-6%	-$14.6K	0.05%	153
2026 Q1	$271K	Buy	448 +18	+4%	+$11.1K	0.08%	124
2025 Q4	$208K	Buy	430 +18	+4%	+$8.61K	0.06%	137
2025 Q3	$206K	Buy	+412	New	+$187K	0.07%	135
2024 Q4	–	Sell	-393	Closed	-$230K	–	128
2024 Q3	$230K	Buy	+393	New	+$211K	0.09%	110
2023 Q4	–	Sell	-549	Closed	-$224K	–	127
2023 Q3	$224K	Sell	549 -78	-12%	-$34.6K	0.13%	106
2023 Q2	$289K	Buy	+627	New	+$291K	0.16%	96
2023 Q1	–	Sell	-416	Closed	-$202K	–	93
2022 Q4	$202K	Buy	+416	New	+$193K	0.16%	73

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

Sandy Cove Advisors's LMT Position: Q2 2026 in Review

Sandy Cove Advisors reduced its Lockheed Martin (LMT) stake by 6% in Q2 2026, selling an estimated $14.6K and leaving 421 shares worth $214K. The position accounts for 0.05% of the portfolio, ranked #153.

Sandy Cove Advisors first reported a position in LMT in Q4 2022 and has held it in 8 quarters since. The position peaked at $289K in Q2 2023. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Sandy Cove Advisors held 421 shares of Lockheed Martin worth $214K as of Q2 2026.
Sandy Cove Advisors sold 27 Lockheed Martin shares in Q2 2026, an estimated $14.6K.
Lockheed Martin made up 0.05% of Sandy Cove Advisors's portfolio in Q2 2026, its #153 holding.
Sandy Cove Advisors first reported a position in Lockheed Martin in Q4 2022 and has held it in 8 quarters since.
Sandy Cove Advisors's Lockheed Martin position peaked at $289K in Q2 2023.
2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.