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Spinnaker Investment Group’s Lockheed Martin LMT Stock Holding History

Spinnaker Investment 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 		$286K Buy
561
+41
+8% +$22.2K 0.05% 136
2026
Q1 		$314K Buy
520
+13
+3% +$8.01K 0.06% 105
2025
Q4 		$245K Buy
507
+56
+12% +$26.8K 0.04% 144
2025
Q3 		$225K Buy
451
+10
+2% +$4.54K 0.04% 143
2025
Q2 		$204K Buy
+441
New +$206K 0.05% 98
2024
Q4 		– Sell
-416
Closed -$243K – 96
2024
Q3 		$243K Buy
+416
New +$223K 0.06% 82

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

Spinnaker Investment Group's LMT Position: Q2 2026 in Review

Spinnaker Investment Group increased its Lockheed Martin (LMT) stake by 7.9% in Q2 2026, buying an estimated $22.2K and bringing the position to 561 shares worth $286K. The position accounts for 0.05% of the portfolio, ranked #136.

Spinnaker Investment Group first reported a position in LMT in Q3 2024 and has held it in 6 quarters since. The position peaked at $314K in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Spinnaker Investment Group held 561 shares of Lockheed Martin worth $286K as of Q2 2026.
  • Spinnaker Investment Group bought 41 Lockheed Martin shares in Q2 2026, an estimated $22.2K.
  • Lockheed Martin made up 0.05% of Spinnaker Investment Group's portfolio in Q2 2026, its #136 holding.
  • Spinnaker Investment Group first reported a position in Lockheed Martin in Q3 2024 and has held it in 6 quarters since.
  • Spinnaker Investment Group's Lockheed Martin position peaked at $314K in Q1 2026.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.