SCS Capital Management’s Lockheed Martin LMT Stock Holding History

SCS Capital 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	$417K	Sell	819 -832	-50%	-$450K	﹤0.01%	380
2026 Q1	$998K	Sell	1,651 -69	-4%	-$42.5K	0.01%	272
2025 Q4	$832K	Sell	1,720 -96	-5%	-$45.9K	0.01%	300
2025 Q3	$906K	Sell	1,816 -12,525	-87%	-$5.68M	0.01%	298
2025 Q2	$6.64M	Buy	14,341 +10,632	+287%	+$4.98M	0.07%	133
2025 Q1	$1.66M	Buy	+3,709	New	+$1.71M	0.02%	218

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

SCS Capital Management's LMT Position: Q2 2026 in Review

SCS Capital Management reduced its Lockheed Martin (LMT) stake by 50% in Q2 2026, selling an estimated $450K and leaving 819 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

SCS Capital Management first reported a position in LMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.64M in Q2 2025. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

SCS Capital Management held 819 shares of Lockheed Martin worth $417K as of Q2 2026.
SCS Capital Management sold 832 Lockheed Martin shares in Q2 2026, an estimated $450K.
Lockheed Martin made up ﹤0.01% of SCS Capital Management's portfolio in Q2 2026, its #380 holding.
SCS Capital Management first reported a position in Lockheed Martin in Q1 2025 and has held it in 6 quarters since.
SCS Capital Management's Lockheed Martin position peaked at $6.64M in Q2 2025.
2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.