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Sovran Advisors’s Lockheed Martin LMT Stock Holding History

Sovran 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 		$634K Buy
1,090
+525
+93% +$284K 0.05% 333
2026
Q1 		$293K Sell
565
-262
-32% -$161K 0.02% 461
2025
Q4 		$478K Buy
827
+333
+67% +$159K 0.04% 354
2025
Q3 		$242K Sell
494
-10
-2% -$4.54K 0.02% 470
2025
Q2 		$234K Sell
504
-75
-13% -$35.1K 0.02% 450
2025
Q1 		$269K Sell
579
-31
-5% -$14.3K 0.03% 392
2024
Q4 		$296K Buy
+610
New +$333K 0.04% 340

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Sovran Advisors's LMT Position: Q2 2026 in Review

Sovran Advisors increased its Lockheed Martin (LMT) stake by 93% in Q2 2026, buying an estimated $284K and bringing the position to 1,090 shares worth $634K. The position accounts for 0.05% of the portfolio, ranked #333.

Sovran Advisors first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Sovran Advisors held 1,090 shares of Lockheed Martin worth $634K as of Q2 2026.
  • Sovran Advisors bought 525 Lockheed Martin shares in Q2 2026, an estimated $284K.
  • Lockheed Martin made up 0.05% of Sovran Advisors's portfolio in Q2 2026, its #333 holding.
  • Sovran Advisors first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.