Swiss Re’s Lockheed Martin LMT Stock Holding History

Swiss Re’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	$229K	Buy	450 +400	+800%	+$216K	0.02%	101
2026 Q1	$30.2K	Hold	50	–	–	0.18%	70
2025 Q4	$24.2K	Buy	+50	New	+$23.9K	﹤0.01%	103

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Swiss Re's LMT Position: Q2 2026 in Review

Swiss Re increased its Lockheed Martin (LMT) stake by 800% in Q2 2026, buying an estimated $216K and bringing the position to 450 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #101.

Swiss Re first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Swiss Re held 450 shares of Lockheed Martin worth $229K as of Q2 2026.
Swiss Re bought 400 Lockheed Martin shares in Q2 2026, an estimated $216K.
Lockheed Martin made up 0.02% of Swiss Re's portfolio in Q2 2026, its #101 holding.
Swiss Re first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Swiss Re's 13F filing for Q2 2026, filed 11 Aug 2026.