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Stonebridge Financial Group (Missouri)’s Lockheed Martin LMT Stock Holding History

Stonebridge Financial Group (Missouri)’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 		$334K Sell
656
-2
-0.3% -$1.08K 0.22% 108
2026
Q1 		$397K Buy
658
+18
+3% +$11.1K 0.34% 79
2025
Q4 		$310K Buy
+640
New +$306K 0.27% 97

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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

Stonebridge Financial Group (Missouri)'s LMT Position: Q2 2026 in Review

Stonebridge Financial Group (Missouri) reduced its Lockheed Martin (LMT) stake by 0.3% in Q2 2026, selling an estimated $1.08K and leaving 656 shares worth $334K. The position accounts for 0.22% of the portfolio, ranked #108.

Stonebridge Financial Group (Missouri) first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $397K in Q1 2026. 2,771 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Stonebridge Financial Group (Missouri) held 656 shares of Lockheed Martin worth $334K as of Q2 2026.
  • Stonebridge Financial Group (Missouri) sold 2 Lockheed Martin shares in Q2 2026, an estimated $1.08K.
  • Lockheed Martin made up 0.22% of Stonebridge Financial Group (Missouri)'s portfolio in Q2 2026, its #108 holding.
  • Stonebridge Financial Group (Missouri) first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • Stonebridge Financial Group (Missouri)'s Lockheed Martin position peaked at $397K in Q1 2026.
  • 2,771 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Stonebridge Financial Group (Missouri)'s 13F filing for Q2 2026, filed 24 Jul 2026.