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Sunrise Financial Services’s Lockheed Martin LMT Stock Holding History

Sunrise Financial Services’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 		$40.8K Hold
80
– – 0.02% 125
2026
Q1 		$48.4K Hold
80
– – 0.03% 118
2025
Q4 		$38.7K Buy
+80
New +$38.3K 0.03% 113

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

Sunrise Financial Services's LMT Position: Q2 2026 in Review

Sunrise Financial Services held its Lockheed Martin (LMT) position steady in Q2 2026 at 80 shares worth $40.8K. The position accounts for 0.02% of the portfolio, ranked #125.

Sunrise Financial Services first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $48.4K in Q1 2026. 2,764 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Sunrise Financial Services held 80 shares of Lockheed Martin worth $40.8K as of Q2 2026.
  • Sunrise Financial Services left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.02% of Sunrise Financial Services's portfolio in Q2 2026, its #125 holding.
  • Sunrise Financial Services first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Lockheed Martin position peaked at $48.4K in Q1 2026.
  • 2,764 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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