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Simon Quick Advisors’s Lockheed Martin LMT Stock Holding History

Simon Quick 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 		$213K Sell
417
-18
-4% -$9.73K 0.01% 398
2026
Q1 		$263K Buy
+435
New +$268K 0.01% 324
2025
Q2 		– Sell
-1,247
Closed -$557K – 505
2025
Q1 		$557K Buy
1,247
+168
+16% +$77.3K 0.03% 276
2024
Q4 		$524K Buy
1,079
+133
+14% +$72.5K 0.03% 236
2024
Q3 		$553K Buy
946
+178
+23% +$95.6K 0.03% 222
2024
Q2 		$359K Buy
768
+277
+56% +$128K 0.03% 263
2024
Q1 		$223K Buy
491
+16
+3% +$7.01K 0.02% 370
2023
Q4 		$215K Buy
+475
New +$210K 0.02% 302
2022
Q2 		– Sell
-102
Closed -$45K – 301
2022
Q1 		$45K Buy
102
+97
+1,940% +$39.3K 0.01% 221
2021
Q4 		$2K Sell
5
-102
-95% -$35.3K ﹤0.01% 353
2021
Q3 		$36K Sell
107
-43
-29% -$15.6K 0.01% 283
2021
Q2 		$56K Hold
150
– – 0.01% 229
2021
Q1 		$55K Sell
150
-184
-55% -$63.1K 0.02% 235
2020
Q4 		$119K Buy
334
+250
+298% +$91.9K 0.04% 131
2020
Q3 		$32K Buy
+84
New +$32.1K 0.01% 254
2020
Q1 		– Sell
-5
Closed -$2K – 612
2019
Q4 		$2K Buy
+5
New +$1.92K ﹤0.01% 608
2019
Q3 		– Sell
-24
Closed -$8.72K – 457
2019
Q2 		$8.72K Buy
+24
New +$8.03K ﹤0.01% 236
2018
Q3 		– Sell
-26
Closed -$7K – 324
2018
Q2 		$7K Sell
26
-10
-28% -$3.23K ﹤0.01% 278
2018
Q1 		$12K Sell
36
-10
-22% -$3.4K 0.01% 231
2017
Q4 		$16K Buy
+46
New +$14.5K 0.01% 303

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

Simon Quick Advisors's LMT Position: Q2 2026 in Review

Simon Quick Advisors reduced its Lockheed Martin (LMT) stake by 4.1% in Q2 2026, selling an estimated $9.73K and leaving 417 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #398.

Simon Quick Advisors first reported a position in LMT in Q4 2017 and has held it in 20 quarters since. The position peaked at $557K in Q1 2025. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Simon Quick Advisors held 417 shares of Lockheed Martin worth $213K as of Q2 2026.
  • Simon Quick Advisors sold 18 Lockheed Martin shares in Q2 2026, an estimated $9.73K.
  • Lockheed Martin made up 0.01% of Simon Quick Advisors's portfolio in Q2 2026, its #398 holding.
  • Simon Quick Advisors first reported a position in Lockheed Martin in Q4 2017 and has held it in 20 quarters since.
  • Simon Quick Advisors's Lockheed Martin position peaked at $557K in Q1 2025.
  • 2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.