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Strategic Investment Advisors’s Lockheed Martin LMT Stock Holding History

Strategic Investment Advisors’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 		$182K Buy
358
+42
+13% +$22.7K 0.01% 327
2026
Q1 		$191K Buy
+316
New +$195K 0.01% 314
2021
Q1 		– Sell
-1,103
Closed -$392K – 202
2020
Q4 		$392K Buy
1,103
+172
+18% +$63.2K 0.11% 146
2020
Q3 		$357K Buy
931
+309
+50% +$118K 0.12% 113
2020
Q2 		$227K Buy
+622
New +$235K 0.09% 160

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

Strategic Investment Advisors's LMT Position: Q2 2026 in Review

Strategic Investment Advisors increased its Lockheed Martin (LMT) stake by 13% in Q2 2026, buying an estimated $22.7K and bringing the position to 358 shares worth $182K. The position accounts for 0.01% of the portfolio, ranked #327.

Strategic Investment Advisors first reported a position in LMT in Q2 2020 and has held it in 5 quarters since. The position peaked at $392K in Q4 2020. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Strategic Investment Advisors held 358 shares of Lockheed Martin worth $182K as of Q2 2026.
  • Strategic Investment Advisors bought 42 Lockheed Martin shares in Q2 2026, an estimated $22.7K.
  • Lockheed Martin made up 0.01% of Strategic Investment Advisors's portfolio in Q2 2026, its #327 holding.
  • Strategic Investment Advisors first reported a position in Lockheed Martin in Q2 2020 and has held it in 5 quarters since.
  • Strategic Investment Advisors's Lockheed Martin position peaked at $392K in Q4 2020.
  • 2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.