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Saxon Interests’s Lockheed Martin LMT Stock Holding History

Saxon Interests’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 		$335K Buy
658
+2
+0.3% +$1.08K 0.09% 189
2026
Q1 		$396K Sell
656
-18
-3% -$11.1K 0.14% 163
2025
Q4 		$326K Buy
674
+10
+2% +$4.79K 0.11% 164
2025
Q3 		$302K Sell
664
-18
-3% -$8.17K 0.12% 159
2025
Q2 		$304K Hold
682
– – 0.14% 142
2025
Q1 		$304K Sell
682
-24
-3% -$11K 0.14% 142
2024
Q4 		$343K Sell
706
-1
-0.1% -$545 0.15% 129
2024
Q3 		$413K Sell
707
-25
-3% -$13.4K 0.19% 116
2024
Q2 		$342K Sell
732
-78
-10% -$36K 0.16% 126
2024
Q1 		$368K Sell
810
-6
-0.7% -$2.63K 0.18% 125
2023
Q4 		$370K Buy
+816
New +$362K 0.19% 124
2023
Q3 		– Sell
-781
Closed -$359K – 142
2023
Q2 		$359K Sell
781
-10
-1% -$4.64K 0.19% 114
2023
Q1 		$374K Buy
791
+3
+0.4% +$1.41K 0.21% 120
2022
Q4 		$361K Sell
788
-22
-3% -$10.2K 0.21% 111
2022
Q3 		$326K Buy
810
+72
+10% +$30.1K 0.2% 102
2022
Q2 		$317K Buy
738
+165
+29% +$72.5K 0.19% 110
2022
Q1 		$253K Buy
+573
New +$232K 0.13% 122

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

Saxon Interests's LMT Position: Q2 2026 in Review

Saxon Interests increased its Lockheed Martin (LMT) stake by 0.3% in Q2 2026, buying an estimated $1.08K and bringing the position to 658 shares worth $335K. The position accounts for 0.09% of the portfolio, ranked #189.

Saxon Interests first reported a position in LMT in Q1 2022 and has held it in 17 quarters since. The position peaked at $413K in Q3 2024. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Saxon Interests held 658 shares of Lockheed Martin worth $335K as of Q2 2026.
  • Saxon Interests bought 2 Lockheed Martin shares in Q2 2026, an estimated $1.08K.
  • Lockheed Martin made up 0.09% of Saxon Interests's portfolio in Q2 2026, its #189 holding.
  • Saxon Interests first reported a position in Lockheed Martin in Q1 2022 and has held it in 17 quarters since.
  • Saxon Interests's Lockheed Martin position peaked at $413K in Q3 2024.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.