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Savvy Advisors Inc’s Lockheed Martin LMT Stock Holding History

Savvy Advisors Inc’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 		$4.18M Buy
8,198
+420
+5% +$227K 0.09% 178
2026
Q1 		$4.7M Buy
7,778
+141
+2% +$86.9K 0.13% 128
2025
Q4 		$3.69M Buy
7,637
+2,847
+59% +$1.36M 0.12% 127
2025
Q3 		$2.39M Buy
4,790
+120
+3% +$54.4K 0.11% 132
2025
Q2 		$2.16M Buy
4,670
+3,096
+197% +$1.45M 0.14% 107
2025
Q1 		$703K Sell
1,574
-1,006
-39% -$463K 0.07% 224
2024
Q4 		$1.25M Buy
2,580
+1,710
+197% +$932K 0.15% 113
2024
Q3 		$509K Buy
870
+208
+31% +$112K 0.1% 179
2024
Q2 		$309K Buy
662
+212
+47% +$98K 0.1% 206
2024
Q1 		$205K Buy
+450
New +$197K 0.12% 212

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Savvy Advisors Inc's LMT Position: Q2 2026 in Review

Savvy Advisors Inc increased its Lockheed Martin (LMT) stake by 5.4% in Q2 2026, buying an estimated $227K and bringing the position to 8,198 shares worth $4.18M. The position accounts for 0.09% of the portfolio, ranked #178.

Savvy Advisors Inc first reported a position in LMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.7M in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Savvy Advisors Inc held 8,198 shares of Lockheed Martin worth $4.18M as of Q2 2026.
  • Savvy Advisors Inc bought 420 Lockheed Martin shares in Q2 2026, an estimated $227K.
  • Lockheed Martin made up 0.09% of Savvy Advisors Inc's portfolio in Q2 2026, its #178 holding.
  • Savvy Advisors Inc first reported a position in Lockheed Martin in Q1 2024 and has held it in 10 quarters since.
  • Savvy Advisors Inc's Lockheed Martin position peaked at $4.7M in Q1 2026.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.