SPC
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Spirepoint Private Client’s Lockheed Martin LMT Stock Holding History

Spirepoint Private Client’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 		$784K Sell
1,539
-434
-22% -$235K 0.06% 152
2026
Q1 		$1.19M Sell
1,973
-14,798
-88% -$9.12M 0.11% 113
2025
Q4 		$8.11M Sell
16,771
-645
-4% -$309K 0.78% 37
2025
Q3 		$8.69M Buy
17,416
+215
+1% +$97.5K 0.91% 34
2025
Q2 		$7.97M Buy
17,201
+44
+0.3% +$20.6K 0.9% 34
2025
Q1 		$7.66M Buy
17,157
+648
+4% +$298K 1% 32
2024
Q4 		$8.02M Buy
16,509
+783
+5% +$427K 1.01% 27
2024
Q3 		$9.19M Buy
15,726
+726
+5% +$390K 1.22% 20
2024
Q2 		$7.01M Buy
15,000
+511
+4% +$236K 0.99% 22
2024
Q1 		$6.59M Buy
+14,489
New +$6.35M 1% 22

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

Spirepoint Private Client's LMT Position: Q2 2026 in Review

Spirepoint Private Client reduced its Lockheed Martin (LMT) stake by 22% in Q2 2026, selling an estimated $235K and leaving 1,539 shares worth $784K. The position accounts for 0.06% of the portfolio, ranked #152.

Spirepoint Private Client first reported a position in LMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.19M in Q3 2024. 2,761 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Spirepoint Private Client held 1,539 shares of Lockheed Martin worth $784K as of Q2 2026.
  • Spirepoint Private Client sold 434 Lockheed Martin shares in Q2 2026, an estimated $235K.
  • Lockheed Martin made up 0.06% of Spirepoint Private Client's portfolio in Q2 2026, its #152 holding.
  • Spirepoint Private Client first reported a position in Lockheed Martin in Q1 2024 and has held it in 10 quarters since.
  • Spirepoint Private Client's Lockheed Martin position peaked at $9.19M in Q3 2024.
  • 2,761 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.