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Studio Investment Management’s Lockheed Martin LMT Stock Holding History

Studio Investment Management’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 		$366K Sell
718
-3
-0.4% -$1.62K 0.06% 151
2026
Q1 		$436K Sell
721
-32
-4% -$19.7K 0.08% 126
2025
Q4 		$364K Buy
753
+9
+1% +$4.31K 0.07% 140
2025
Q3 		$371K Buy
744
+6
+0.8% +$2.72K 0.07% 132
2025
Q2 		$342K Buy
738
+2
+0.3% +$936 0.07% 147
2025
Q1 		$329K Buy
736
+40
+6% +$18.4K 0.07% 143
2024
Q4 		$338K Sell
696
-11
-2% -$6K 0.07% 135
2024
Q3 		$413K Buy
707
+7
+1% +$3.76K 0.09% 124
2024
Q2 		$327K Buy
700
+24
+4% +$11.1K 0.07% 130
2024
Q1 		$307K Buy
676
+76
+13% +$33.3K 0.07% 133
2023
Q4 		$272K Sell
600
-121
-17% -$53.6K 0.07% 132
2023
Q3 		$295K Buy
721
+39
+6% +$17.3K 0.08% 127
2023
Q2 		$314K Buy
682
+11
+2% +$5.11K 0.09% 113
2023
Q1 		$317K Sell
671
-180
-21% -$84.4K 0.1% 108
2022
Q4 		$414K Sell
851
-118
-12% -$54.8K 0.13% 85
2022
Q3 		$374K Sell
969
-17
-2% -$7.1K 0.13% 84
2022
Q2 		$424K Sell
986
-214
-18% -$94K 0.15% 73
2022
Q1 		$530K Sell
1,200
-34
-3% -$13.8K 0.17% 71
2021
Q4 		$439K Buy
1,234
+335
+37% +$116K 0.16% 81
2021
Q3 		$310K Buy
+899
New +$325K 0.13% 82

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Studio Investment Management's LMT Position: Q2 2026 in Review

Studio Investment Management reduced its Lockheed Martin (LMT) stake by 0.42% in Q2 2026, selling an estimated $1.62K and leaving 718 shares worth $366K. The position accounts for 0.06% of the portfolio, ranked #151.

Studio Investment Management first reported a position in LMT in Q3 2021 and has held it in 20 quarters since. The position peaked at $530K in Q1 2022. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Studio Investment Management held 718 shares of Lockheed Martin worth $366K as of Q2 2026.
  • Studio Investment Management sold 3 Lockheed Martin shares in Q2 2026, an estimated $1.62K.
  • Lockheed Martin made up 0.06% of Studio Investment Management's portfolio in Q2 2026, its #151 holding.
  • Studio Investment Management first reported a position in Lockheed Martin in Q3 2021 and has held it in 20 quarters since.
  • Studio Investment Management's Lockheed Martin position peaked at $530K in Q1 2022.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.