SFS
LMT icon

Stiles Financial Services’s Lockheed Martin LMT Stock Holding History

Stiles Financial Services’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 		$2.55M Buy
5,013
+328
+7% +$177K 0.64% 50
2026
Q1 		$2.83M Buy
4,685
+142
+3% +$87.5K 0.87% 37
2025
Q4 		$2.2M Buy
4,543
+167
+4% +$79.9K 0.68% 49
2025
Q3 		$2.18M Sell
4,376
-116
-3% -$52.6K 0.69% 48
2025
Q2 		$2.08M Buy
4,492
+154
+4% +$72.1K 0.72% 49
2025
Q1 		$1.94M Buy
4,338
+191
+5% +$87.9K 0.75% 50
2024
Q4 		$2.02M Sell
4,147
-721
-15% -$393K 0.73% 47
2024
Q3 		$2.85M Sell
4,868
-104
-2% -$55.8K 1% 32
2024
Q2 		$2.33M Buy
4,972
+921
+23% +$426K 0.89% 35
2024
Q1 		$1.85M Buy
4,051
+1,023
+34% +$448K 0.74% 45
2023
Q4 		$1.38M Buy
3,028
+911
+43% +$404K 0.62% 53
2023
Q3 		$866K Buy
2,117
+1,007
+91% +$447K 0.45% 69
2023
Q2 		$511K Buy
1,110
+256
+30% +$119K 0.25% 100
2023
Q1 		$404K Buy
854
+156
+22% +$73.2K 0.22% 115
2022
Q4 		$340K Buy
698
+8
+1% +$3.72K 0.19% 124
2022
Q3 		$267K Buy
690
+3
+0.4% +$1.25K 0.16% 137
2022
Q2 		$295K Sell
687
-27
-4% -$11.9K 0.18% 129
2022
Q1 		$315K Sell
714
-13
-2% -$5.27K 0.16% 129
2021
Q4 		$227K Buy
+727
New +$251K 0.11% 165

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

Stiles Financial Services's LMT Position: Q2 2026 in Review

Stiles Financial Services increased its Lockheed Martin (LMT) stake by 7% in Q2 2026, buying an estimated $177K and bringing the position to 5,013 shares worth $2.55M. The position accounts for 0.64% of the portfolio, ranked #50.

Stiles Financial Services first reported a position in LMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.85M in Q3 2024. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Stiles Financial Services held 5,013 shares of Lockheed Martin worth $2.55M as of Q2 2026.
  • Stiles Financial Services bought 328 Lockheed Martin shares in Q2 2026, an estimated $177K.
  • Lockheed Martin made up 0.64% of Stiles Financial Services's portfolio in Q2 2026, its #50 holding.
  • Stiles Financial Services first reported a position in Lockheed Martin in Q4 2021 and has held it in 19 quarters since.
  • Stiles Financial Services's Lockheed Martin position peaked at $2.85M in Q3 2024.
  • 2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.