Sun Financial’s Lockheed Martin LMT Stock Holding History

Sun Financial’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	$762K	Buy	1,263 +414	+49%	+$224K	0.36%	80
2026 Q1	$442K	Sell	849 -35	-4%	-$21.6K	0.22%	96
2025 Q4	$428K	Buy	+884	New	+$423K	0.24%	95

Other funds holding LMT

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Sun Financial's LMT Position: Q2 2026 in Review

Sun Financial increased its Lockheed Martin (LMT) stake by 49% in Q2 2026, buying an estimated $224K and bringing the position to 1,263 shares worth $762K. The position accounts for 0.36% of the portfolio, ranked #80.

Sun Financial first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Sun Financial held 1,263 shares of Lockheed Martin worth $762K as of Q2 2026.
Sun Financial bought 414 Lockheed Martin shares in Q2 2026, an estimated $224K.
Lockheed Martin made up 0.36% of Sun Financial's portfolio in Q2 2026, its #80 holding.
Sun Financial first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.