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Sunbeam Capital Management’s Lockheed Martin LMT Stock Holding History

Sunbeam Capital 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 		$337K Sell
662
-5
-0.7% -$2.7K 0.15% 95
2026
Q1 		$403K Buy
667
+14
+2% +$8.62K 0.23% 73
2025
Q4 		$316K Buy
653
+4
+0.6% +$1.91K 0.19% 77
2025
Q3 		$324K Buy
+649
New +$294K 0.2% 71

Other funds holding LMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Sunbeam Capital Management's LMT Position: Q2 2026 in Review

Sunbeam Capital Management reduced its Lockheed Martin (LMT) stake by 0.75% in Q2 2026, selling an estimated $2.7K and leaving 662 shares worth $337K. The position accounts for 0.15% of the portfolio, ranked #95.

Sunbeam Capital Management first reported a position in LMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $403K in Q1 2026. 1,320 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Sunbeam Capital Management held 662 shares of Lockheed Martin worth $337K as of Q2 2026.
  • Sunbeam Capital Management sold 5 Lockheed Martin shares in Q2 2026, an estimated $2.7K.
  • Lockheed Martin made up 0.15% of Sunbeam Capital Management's portfolio in Q2 2026, its #95 holding.
  • Sunbeam Capital Management first reported a position in Lockheed Martin in Q3 2025 and has held it in 4 quarters since.
  • Sunbeam Capital Management's Lockheed Martin position peaked at $403K in Q1 2026.
  • 1,320 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.