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Stokes Family Office’s Lockheed Martin LMT Stock Holding History

Stokes Family Office’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 		$1.03M Buy
2,030
+17
+0.8% +$9.19K 0.12% 125
2026
Q1 		$1.22M Sell
2,013
-238
-11% -$147K 0.13% 116
2025
Q4 		$1.09M Buy
2,251
+1,269
+129% +$607K 0.1% 129
2025
Q3 		$490K Buy
982
+176
+22% +$79.9K 0.05% 183
2025
Q2 		$373K Sell
806
-22
-3% -$10.3K 0.04% 185
2025
Q1 		$370K Sell
828
-835
-50% -$384K 0.04% 183
2024
Q4 		$808K Buy
1,663
+947
+132% +$516K 0.09% 129
2024
Q3 		$419K Sell
716
-508
-42% -$273K 0.05% 169
2024
Q2 		$572K Buy
1,224
+290
+31% +$134K 0.07% 145
2024
Q1 		$425K Buy
+934
New +$409K 0.05% 159
2023
Q4 		– Sell
-1,952
Closed -$798K – 284
2023
Q3 		$798K Sell
1,952
-942
-33% -$418K 0.09% 147
2023
Q2 		$1.33M Sell
2,894
-3
-0.1% -$1.39K 0.15% 109
2023
Q1 		$1.37M Buy
2,897
+543
+23% +$255K 0.17% 101
2022
Q4 		$1.15M Buy
2,354
+202
+9% +$93.9K 0.15% 103
2022
Q3 		$831K Buy
2,152
+216
+11% +$90.2K 0.12% 116
2022
Q2 		$832K Buy
1,936
+104
+6% +$45.7K 0.11% 120
2022
Q1 		$809K Buy
1,832
+751
+69% +$304K 0.11% 120
2021
Q4 		$384K Sell
1,081
-631
-37% -$218K 0.05% 167
2021
Q3 		$591K Sell
1,712
-1,117
-39% -$404K 0.08% 133
2021
Q2 		$1.07M Buy
2,829
+202
+8% +$77.7K 0.15% 91
2021
Q1 		$993K Buy
2,627
+359
+16% +$123K 0.15% 91
2020
Q4 		$805K Buy
2,268
+45
+2% +$16.5K 0.16% 91
2020
Q3 		$852K Buy
2,223
+1,326
+148% +$506K 0.19% 81
2020
Q2 		$327K Buy
+897
New +$339K 0.08% 111

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

Stokes Family Office's LMT Position: Q2 2026 in Review

Stokes Family Office increased its Lockheed Martin (LMT) stake by 0.84% in Q2 2026, buying an estimated $9.19K and bringing the position to 2,030 shares worth $1.03M. The position accounts for 0.12% of the portfolio, ranked #125.

Stokes Family Office first reported a position in LMT in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.37M in Q1 2023. 2,784 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Stokes Family Office held 2,030 shares of Lockheed Martin worth $1.03M as of Q2 2026.
  • Stokes Family Office bought 17 Lockheed Martin shares in Q2 2026, an estimated $9.19K.
  • Lockheed Martin made up 0.12% of Stokes Family Office's portfolio in Q2 2026, its #125 holding.
  • Stokes Family Office first reported a position in Lockheed Martin in Q2 2020 and has held it in 24 quarters since.
  • Stokes Family Office's Lockheed Martin position peaked at $1.37M in Q1 2023.
  • 2,784 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.