SMG
LMT icon

Smart Money Group’s Lockheed Martin LMT Stock Holding History

Smart Money Group’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 		$1.33M Buy
2,601
+184
+8% +$99.5K 0.34% 37
2026
Q1 		$1.46M Buy
2,417
+50
+2% +$30.8K 0.43% 29
2025
Q4 		$1.14M Sell
2,367
-13
-0.5% -$6.22K 0.33% 38
2025
Q3 		$1.19M Buy
2,380
+105
+5% +$47.6K 0.35% 33
2025
Q2 		$1.05M Buy
2,275
+251
+12% +$117K 0.33% 36
2025
Q1 		$904K Buy
2,024
+574
+40% +$264K 0.31% 42
2024
Q4 		$704K Buy
1,450
+80
+6% +$43.6K 0.24% 65
2024
Q3 		$748K Buy
1,370
+97
+8% +$52.1K 0.27% 56
2024
Q2 		$690K Buy
1,273
+153
+14% +$70.7K 0.25% 54
2024
Q1 		$521K Buy
1,120
+406
+57% +$178K 0.2% 60
2023
Q4 		$324K Buy
714
+97
+16% +$43K 0.14% 64
2023
Q3 		$252K Buy
617
+152
+33% +$67.4K 0.12% 65
2023
Q2 		$214K Buy
+465
New +$216K 0.1% 59

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

Smart Money Group's LMT Position: Q2 2026 in Review

Smart Money Group increased its Lockheed Martin (LMT) stake by 7.6% in Q2 2026, buying an estimated $99.5K and bringing the position to 2,601 shares worth $1.33M. The position accounts for 0.34% of the portfolio, ranked #37.

Smart Money Group first reported a position in LMT in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.46M in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Smart Money Group held 2,601 shares of Lockheed Martin worth $1.33M as of Q2 2026.
  • Smart Money Group bought 184 Lockheed Martin shares in Q2 2026, an estimated $99.5K.
  • Lockheed Martin made up 0.34% of Smart Money Group's portfolio in Q2 2026, its #37 holding.
  • Smart Money Group first reported a position in Lockheed Martin in Q2 2023 and has held it in 13 quarters since.
  • Smart Money Group's Lockheed Martin position peaked at $1.46M in Q1 2026.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Smart Money Group's 13F filing for Q2 2026, filed 29 Jul 2026.