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Soltis Investment Advisors’s Lockheed Martin LMT Stock Holding History

Soltis Investment 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 		$10.4M Buy
20,390
+740
+4% +$400K 0.58% 39
2026
Q1 		$11.9M Sell
19,650
-108
-0.5% -$66.5K 0.75% 18
2025
Q4 		$9.56M Buy
19,758
+511
+3% +$245K 0.63% 29
2025
Q3 		$9.61M Sell
19,247
-308
-2% -$140K 0.66% 26
2025
Q2 		$9.06M Sell
19,555
-171
-0.9% -$80K 0.71% 25
2025
Q1 		$8.81M Buy
19,726
+5,791
+42% +$2.67M 0.79% 23
2024
Q4 		$6.77M Buy
13,935
+4,159
+43% +$2.27M 0.63% 35
2024
Q3 		$5.71M Sell
9,776
-1,079
-10% -$579K 0.56% 55
2024
Q2 		$5.07M Buy
10,855
+50
+0.5% +$23.1K 0.54% 59
2024
Q1 		$4.91M Buy
10,805
+44
+0.4% +$19.3K 0.55% 63
2023
Q4 		$4.88M Sell
10,761
-375
-3% -$166K 0.55% 58
2023
Q3 		$4.55M Sell
11,136
-405
-4% -$180K 0.59% 56
2023
Q2 		$5.31M Buy
11,541
+711
+7% +$330K 0.62% 48
2023
Q1 		$5.12M Buy
10,830
+177
+2% +$83K 0.65% 41
2022
Q4 		$5.18M Buy
10,653
+1,304
+14% +$606K 0.68% 34
2022
Q3 		$3.61M Buy
9,349
+1,526
+20% +$637K 0.54% 47
2022
Q2 		$3.36M Buy
7,823
+1,679
+27% +$737K 0.49% 54
2022
Q1 		$2.71M Buy
6,144
+1,069
+21% +$433K 0.38% 65
2021
Q4 		$1.8M Buy
5,075
+4,376
+626% +$1.51M 0.25% 90
2021
Q3 		$241K Sell
699
-3,055
-81% -$1.11M 0.04% 219
2021
Q2 		$1.42M Buy
3,754
+955
+34% +$367K 0.23% 89
2021
Q1 		$1.03M Buy
2,799
+1,282
+85% +$440K 0.19% 102
2020
Q4 		$539K Buy
+1,517
New +$558K 0.1% 134

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

Soltis Investment Advisors's LMT Position: Q2 2026 in Review

Soltis Investment Advisors increased its Lockheed Martin (LMT) stake by 3.8% in Q2 2026, buying an estimated $400K and bringing the position to 20,390 shares worth $10.4M. The position accounts for 0.58% of the portfolio, ranked #39.

Soltis Investment Advisors first reported a position in LMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.9M in Q1 2026. 2,785 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Soltis Investment Advisors held 20,390 shares of Lockheed Martin worth $10.4M as of Q2 2026.
  • Soltis Investment Advisors bought 740 Lockheed Martin shares in Q2 2026, an estimated $400K.
  • Lockheed Martin made up 0.58% of Soltis Investment Advisors's portfolio in Q2 2026, its #39 holding.
  • Soltis Investment Advisors first reported a position in Lockheed Martin in Q4 2020 and has held it in 23 quarters since.
  • Soltis Investment Advisors's Lockheed Martin position peaked at $11.9M in Q1 2026.
  • 2,785 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.