SYM Financial Corp’s Lockheed Martin LMT Stock Holding History

SYM Financial Corp’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	$435K	Sell	853 -22	-3%	-$11.9K	0.03%	178
2026 Q1	$529K	Buy	875 +92	+12%	+$56.7K	0.05%	122
2025 Q4	$379K	Buy	783 +152	+24%	+$72.7K	0.04%	178
2025 Q3	$315K	Buy	631 +46	+8%	+$20.9K	0.03%	207
2025 Q2	$271K	Buy	585 +110	+23%	+$51.5K	0.03%	233
2025 Q1	$212K	Buy	475 +41	+9%	+$18.9K	0.03%	252
2024 Q4	$211K	Buy	434 +23	+6%	+$12.5K	0.03%	224
2024 Q3	$240K	Buy	+411	New	+$221K	0.03%	144
2020 Q1	–	Sell	-573	Closed	-$223K	–	83
2019 Q4	$223K	Hold	573	–	–	0.15%	40
2019 Q3	$224K	Buy	+573	New	+$215K	0.15%	30

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

SYM Financial Corp's LMT Position: Q2 2026 in Review

SYM Financial Corp reduced its Lockheed Martin (LMT) stake by 2.5% in Q2 2026, selling an estimated $11.9K and leaving 853 shares worth $435K. The position accounts for 0.03% of the portfolio, ranked #178.

SYM Financial Corp first reported a position in LMT in Q3 2019 and has held it in 10 quarters since. The position peaked at $529K in Q1 2026. 2,784 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

SYM Financial Corp held 853 shares of Lockheed Martin worth $435K as of Q2 2026.
SYM Financial Corp sold 22 Lockheed Martin shares in Q2 2026, an estimated $11.9K.
Lockheed Martin made up 0.03% of SYM Financial Corp's portfolio in Q2 2026, its #178 holding.
SYM Financial Corp first reported a position in Lockheed Martin in Q3 2019 and has held it in 10 quarters since.
SYM Financial Corp's Lockheed Martin position peaked at $529K in Q1 2026.
2,784 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.