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Scarborough Advisors’s Lockheed Martin LMT Stock Holding History

Scarborough 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 		– Sell
-6,621
Closed -$4M – 435
2026
Q1 		$4M Buy
+6,621
New +$4.08M 0.44% 52
2025
Q2 		– Sell
-6,361
Closed -$2.84M – 484
2025
Q1 		$2.84M Buy
6,361
+17
+0.3% +$7.83K 0.4% 51
2024
Q4 		$3.08M Sell
6,344
-45
-0.7% -$24.5K 0.44% 43
2024
Q3 		$3.73M Buy
+6,389
New +$3.43M 0.6% 33
2024
Q1 		– Sell
-6,707
Closed -$3.04M – 579
2023
Q4 		$3.04M Buy
6,707
+8
+0.1% +$3.54K 0.63% 37
2023
Q3 		$2.74M Buy
6,699
+11
+0.2% +$4.88K 0.67% 37
2023
Q2 		$3.08M Buy
6,688
+22
+0.3% +$10.2K 0.74% 33
2023
Q1 		$3.15M Buy
6,666
+64
+1% +$30K 0.79% 30
2022
Q4 		$3.21M Buy
6,602
+65
+1% +$30.2K 0.86% 31
2022
Q3 		$2.52M Buy
6,537
+12
+0.2% +$5.01K 0.79% 31
2022
Q2 		$2.81M Sell
6,525
-6
-0.1% -$2.63K 0.96% 26
2022
Q1 		$2.88M Buy
6,531
+21
+0.3% +$8.51K 0.92% 28
2021
Q4 		$2.31M Buy
+6,510
New +$2.25M 0.8% 31

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

Scarborough Advisors's LMT Position: Q2 2026 in Review

Scarborough Advisors sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 6,621 shares — an estimated $4M sold.

Scarborough Advisors first reported a position in LMT in Q4 2021 and held it in 13 quarters. The position peaked at $4M in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Scarborough Advisors reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 6,621 Lockheed Martin shares in Q2 2026, an estimated $4M.
  • Scarborough Advisors first reported a position in Lockheed Martin in Q4 2021 and held it in 13 quarters.
  • Scarborough Advisors's Lockheed Martin position peaked at $4M in Q1 2026.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.