Stoneridge Investment Partners’s Lockheed Martin LMT Stock Holding History

Stoneridge Investment Partners’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	$966K	Buy	+1,657	New	+$896K	0.63%	39
2022 Q1	–	Sell	-9,458	Closed	-$3.36M	–	117
2021 Q4	$3.36M	Buy	9,458 +3,781	+67%	+$1.31M	1.55%	20
2021 Q3	$1.96M	Buy	+5,677	New	+$2.05M	0.98%	33
2021 Q2	–	Sell	-2,075	Closed	-$767K	–	115
2021 Q1	$767K	Hold	2,075	–	–	0.4%	74
2020 Q4	$737K	Buy	+2,075	New	+$763K	0.43%	67
2016 Q1	–	Sell	-12,458	Closed	-$2.71M	–	307
2015 Q4	$2.71M	Sell	12,458 -200	-2%	-$43.4K	0.36%	88
2015 Q3	$2.62M	Buy	12,658 +50	+0.4%	+$10.2K	0.37%	80
2015 Q2	$2.34M	Buy	+12,608	New	+$2.43M	0.29%	105
2014 Q3	–	Sell	-1,500	Closed	-$241K	–	264
2014 Q2	$241K	Hold	1,500	–	–	0.04%	202
2014 Q1	$245K	Hold	1,500	–	–	0.05%	174
2013 Q4	$223K	Buy	+1,500	New	+$204K	0.04%	184

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Stoneridge Investment Partners's LMT Position: Q2 2026 in Review

Stoneridge Investment Partners opened a new position in Lockheed Martin (LMT) in Q2 2026: 1,657 shares worth $966K. The stake represents 0.63% of the portfolio and ranks #39 among its holdings. This is a return to the name: Stoneridge Investment Partners previously reported a position in LMT as recently as Q4 2021.

Stoneridge Investment Partners first reported a position in LMT in Q4 2013 and has held it in 11 quarters since. The position peaked at $3.36M in Q4 2021. 2,774 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Stoneridge Investment Partners held 1,657 shares of Lockheed Martin worth $966K as of Q2 2026.
Lockheed Martin was a new Stoneridge Investment Partners position in Q2 2026.
Lockheed Martin made up 0.63% of Stoneridge Investment Partners's portfolio in Q2 2026, its #39 holding.
Stoneridge Investment Partners first reported a position in Lockheed Martin in Q4 2013 and has held it in 11 quarters since.
Stoneridge Investment Partners's Lockheed Martin position peaked at $3.36M in Q4 2021.
2,774 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Stoneridge Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.