Sharp Financial Services’s Lockheed Martin LMT Stock Holding History

Sharp Financial Services’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	$594K	Buy	1,166 +680	+140%	+$368K	0.28%	58
2026 Q1	$294K	Sell	486 -85	-15%	-$52.4K	0.15%	94
2025 Q4	$276K	Buy	571 +52	+10%	+$24.9K	0.14%	93
2025 Q3	$259K	Sell	519 -698	-57%	-$317K	0.14%	90
2025 Q2	$564K	Buy	1,217 +390	+47%	+$183K	0.36%	37
2025 Q1	$370K	Buy	827 +37	+5%	+$17K	0.28%	52
2024 Q4	$384K	Buy	790 +267	+51%	+$146K	0.29%	51
2024 Q3	$306K	Sell	523 -179	-25%	-$96.1K	0.24%	67
2024 Q2	$328K	Sell	702 -228	-25%	-$105K	0.28%	67
2024 Q1	$423K	Sell	930 -240	-21%	-$105K	0.39%	54
2023 Q4	$530K	Buy	+1,170	New	+$518K	0.58%	38

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

Sharp Financial Services's LMT Position: Q2 2026 in Review

Sharp Financial Services increased its Lockheed Martin (LMT) stake by 140% in Q2 2026, buying an estimated $368K and bringing the position to 1,166 shares worth $594K. The position accounts for 0.28% of the portfolio, ranked #58.

Sharp Financial Services first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Sharp Financial Services held 1,166 shares of Lockheed Martin worth $594K as of Q2 2026.
Sharp Financial Services bought 680 Lockheed Martin shares in Q2 2026, an estimated $368K.
Lockheed Martin made up 0.28% of Sharp Financial Services's portfolio in Q2 2026, its #58 holding.
Sharp Financial Services first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.