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Stephen Yacktman’s Lockheed Martin LMT Stock Holding History

Stephen Yacktman’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 		$110M Buy
216,359
+2,731
+1% +$1.48M 1.36% 31
2026
Q1 		$129M Sell
213,628
-845
-0.4% -$521K 1.72% 25
2025
Q4 		$104M Sell
214,473
-2,408
-1% -$1.15M 1.45% 30
2025
Q3 		$108M Sell
216,881
-5,734
-3% -$2.6M 1.49% 29
2025
Q2 		$103M Sell
222,615
-18,957
-8% -$8.87M 1.39% 29
2025
Q1 		$108M Sell
241,572
-19,733
-8% -$9.08M 1.42% 28
2024
Q4 		$127M Sell
261,305
-69,013
-21% -$37.6M 1.48% 27
2024
Q3 		$193M Sell
330,318
-970
-0.3% -$521K 1.98% 21
2024
Q2 		$155M Sell
331,288
-275
-0.1% -$127K 1.45% 28
2024
Q1 		$151M Sell
331,563
-589
-0.2% -$258K 1.36% 28
2023
Q4 		$151M Sell
332,152
-1,053
-0.3% -$467K 1.4% 27
2023
Q3 		$136M Buy
333,205
+318
+0.1% +$141K 1.34% 30
2023
Q2 		$153M Sell
332,887
-401
-0.1% -$186K 1.45% 29
2023
Q1 		$158M Sell
333,288
-916
-0.3% -$430K 1.56% 28
2022
Q4 		$163M Sell
334,204
-22,041
-6% -$10.2M 1.62% 29
2022
Q3 		$138M Sell
356,245
-665
-0.2% -$278K 1.5% 31
2022
Q2 		$153M Sell
356,910
-1,212
-0.3% -$532K 1.59% 27
2022
Q1 		$158M Sell
358,122
-1,022
-0.3% -$414K 1.41% 28
2021
Q4 		$128M Buy
359,144
+3,019
+0.8% +$1.04M 1.14% 31
2021
Q3 		$123M Buy
356,125
+353
+0.1% +$128K 1.18% 29
2021
Q2 		$135M Sell
355,772
-19,504
-5% -$7.5M 1.31% 30
2021
Q1 		$139M Buy
+375,276
New +$129M 1.45% 28

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

Stephen Yacktman's LMT Position: Q2 2026 in Review

Stephen Yacktman increased its Lockheed Martin (LMT) stake by 1.3% in Q2 2026, buying an estimated $1.48M and bringing the position to 216,359 shares worth $110M. The position accounts for 1.36% of the portfolio, ranked #31.

Stephen Yacktman first reported a position in LMT in Q1 2021 and has held it in 22 quarters since. The position peaked at $193M in Q3 2024. 2,762 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Stephen Yacktman held 216,359 shares of Lockheed Martin worth $110M as of Q2 2026.
  • Stephen Yacktman bought 2,731 Lockheed Martin shares in Q2 2026, an estimated $1.48M.
  • Lockheed Martin made up 1.36% of Stephen Yacktman's portfolio in Q2 2026, its #31 holding.
  • Stephen Yacktman first reported a position in Lockheed Martin in Q1 2021 and has held it in 22 quarters since.
  • Stephen Yacktman's Lockheed Martin position peaked at $193M in Q3 2024.
  • 2,762 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Yacktman Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.