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Stack Financial Management’s Lockheed Martin LMT Stock Holding History

Stack Financial Management’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 		$22.5M Buy
44,145
+1,480
+3% +$800K 1.76% 25
2026
Q1 		$25.8M Sell
42,665
-738
-2% -$455K 1.89% 17
2025
Q4 		$21M Sell
43,403
-1,306
-3% -$625K 1.6% 25
2025
Q3 		$22.3M Sell
44,709
-283
-0.6% -$128K 1.85% 19
2025
Q2 		$20.8M Sell
44,992
-999
-2% -$468K 1.84% 23
2025
Q1 		$20.5M Sell
45,991
-1,091
-2% -$502K 1.71% 24
2024
Q4 		$22.9M Sell
47,082
-157
-0.3% -$85.6K 2.09% 16
2024
Q3 		$27.6M Buy
47,239
+458
+1% +$246K 2.48% 12
2024
Q2 		$21.9M Sell
46,781
-111
-0.2% -$51.3K 2.02% 19
2024
Q1 		$21.3M Sell
46,892
-644
-1% -$282K 1.96% 20
2023
Q4 		$21.5M Sell
47,536
-1,295
-3% -$574K 2.43% 15
2023
Q3 		$20M Buy
48,831
+406
+0.8% +$180K 2.33% 16
2023
Q2 		$22.3M Buy
48,425
+812
+2% +$377K 2.49% 13
2023
Q1 		$22.5M Buy
47,613
+512
+1% +$240K 2.74% 14
2022
Q4 		$22.9M Buy
47,101
+287
+0.6% +$133K 2.3% 15
2022
Q3 		$18.1M Buy
46,814
+768
+2% +$321K 1.9% 21
2022
Q2 		$19.8M Sell
46,046
-93
-0.2% -$40.8K 1.97% 18
2022
Q1 		$20.4M Buy
46,139
+1,006
+2% +$408K 1.64% 23
2021
Q4 		$16M Sell
45,133
-933
-2% -$323K 1.38% 33
2021
Q3 		$15.9M Buy
46,066
+207
+0.5% +$74.9K 1.52% 32
2021
Q2 		$17.4M Buy
45,859
+612
+1% +$235K 1.49% 30
2021
Q1 		$16.7M Buy
45,247
+1,288
+3% +$442K 1.41% 36
2020
Q4 		$15.6M Buy
43,959
+19,177
+77% +$7.05M 1.38% 35
2020
Q3 		$9.5M Buy
24,782
+77
+0.3% +$29.4K 0.95% 40
2020
Q2 		$9.02M Buy
+24,705
New +$9.33M 1.03% 37

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

Stack Financial Management's LMT Position: Q2 2026 in Review

Stack Financial Management increased its Lockheed Martin (LMT) stake by 3.5% in Q2 2026, buying an estimated $800K and bringing the position to 44,145 shares worth $22.5M. The position accounts for 1.76% of the portfolio, ranked #25.

Stack Financial Management first reported a position in LMT in Q2 2020 and has held it in 25 quarters since. The position peaked at $27.6M in Q3 2024. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Stack Financial Management held 44,145 shares of Lockheed Martin worth $22.5M as of Q2 2026.
  • Stack Financial Management bought 1,480 Lockheed Martin shares in Q2 2026, an estimated $800K.
  • Lockheed Martin made up 1.76% of Stack Financial Management's portfolio in Q2 2026, its #25 holding.
  • Stack Financial Management first reported a position in Lockheed Martin in Q2 2020 and has held it in 25 quarters since.
  • Stack Financial Management's Lockheed Martin position peaked at $27.6M in Q3 2024.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Stack Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.