Saratoga Research & Investment Management’s Lockheed Martin LMT Stock Holding History

Saratoga Research & Investment Management’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	$354K	Hold	695	–	–	0.02%	42
2026 Q1	$420K	Hold	695	–	–	0.02%	39
2025 Q4	$336K	Hold	695	–	–	0.02%	44
2025 Q3	$347K	Hold	695	–	–	0.02%	40
2025 Q2	$322K	Hold	695	–	–	0.02%	42
2025 Q1	$310K	Hold	695	–	–	0.02%	41
2024 Q4	$338K	Sell	695 -120	-15%	-$65.4K	0.02%	41
2024 Q3	$476K	Hold	815	–	–	0.02%	38
2024 Q2	$381K	Sell	815 -15	-2%	-$6.93K	0.02%	41
2024 Q1	$378K	Sell	830 -50	-6%	-$21.9K	0.02%	40
2023 Q4	$399K	Sell	880 -3	-0.3%	-$1.33K	0.02%	41
2023 Q3	$361K	Sell	883 -10	-1%	-$4.44K	0.02%	40
2023 Q2	$411K	Sell	893 -7	-0.8%	-$3.25K	0.02%	39
2023 Q1	$425K	Hold	900	–	–	0.02%	38
2022 Q4	$438K	Sell	900 -19	-2%	-$8.83K	0.02%	39
2022 Q3	$355K	Sell	919 -5	-0.5%	-$2.09K	0.02%	38
2022 Q2	$397K	Sell	924 -1	-0.1%	-$439	0.02%	39
2022 Q1	$408K	Buy	925 +5	+0.5%	+$2.03K	0.02%	37
2021 Q4	$327K	Buy	+920	New	+$318K	0.01%	43

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

Saratoga Research & Investment Management's LMT Position: Q2 2026 in Review

Saratoga Research & Investment Management held its Lockheed Martin (LMT) position steady in Q2 2026 at 695 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #42.

Saratoga Research & Investment Management first reported a position in LMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $476K in Q3 2024. 2,761 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Saratoga Research & Investment Management held 695 shares of Lockheed Martin worth $354K as of Q2 2026.
Saratoga Research & Investment Management left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 0.02% of Saratoga Research & Investment Management's portfolio in Q2 2026, its #42 holding.
Saratoga Research & Investment Management first reported a position in Lockheed Martin in Q4 2021 and has held it in 19 quarters since.
Saratoga Research & Investment Management's Lockheed Martin position peaked at $476K in Q3 2024.
2,761 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Saratoga Research & Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.