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Symphony Financial’s Lockheed Martin LMT Stock Holding History

Symphony 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 		$1.65M Sell
3,287
-134
-4% -$72.4K 0.18% 99
2026
Q1 		$2.07M Sell
3,421
-121
-3% -$74.5K 0.27% 77
2025
Q4 		$1.73M Buy
3,542
+571
+19% +$273K 0.23% 83
2025
Q3 		$1.48M Sell
2,971
-1,962
-40% -$890K 0.18% 101
2025
Q2 		$1.25M Buy
+4,933
New +$2.31M 0.16% 104
2025
Q1 		– Sell
-1,984
Closed -$1M – 160
2024
Q4 		$1M Sell
1,984
-356
-15% -$194K 0.16% 102
2024
Q3 		$1.36M Sell
2,340
-580
-20% -$311K 0.23% 86
2024
Q2 		$1.36M Buy
2,920
+829
+40% +$383K 0.25% 80
2024
Q1 		$951K Buy
2,091
+13
+0.6% +$5.7K 0.22% 86
2023
Q4 		$951K Sell
2,078
-351
-14% -$156K 0.2% 87
2023
Q3 		$991K Buy
2,429
+63
+3% +$27.9K 0.24% 72
2023
Q2 		$1.08M Buy
2,366
+420
+22% +$195K 0.27% 75
2023
Q1 		$921K Buy
1,946
+27
+1% +$12.7K 0.24% 84
2022
Q4 		$915K Sell
1,919
-47
-2% -$21.8K 0.24% 79
2022
Q3 		$766K Sell
1,966
-95
-5% -$39.7K 0.25% 90
2022
Q2 		$863K Buy
2,061
+108
+6% +$47.4K 0.26% 82
2022
Q1 		$909K Buy
1,953
+1,102
+129% +$447K 0.21% 89
2021
Q4 		$302K Sell
851
-115
-12% -$39.8K 0.08% 149
2021
Q3 		$338K Sell
966
-710
-42% -$257K 0.12% 124
2021
Q2 		$633K Sell
1,676
-1,062
-39% -$408K 0.22% 80
2021
Q1 		$904K Sell
2,738
-5,434
-66% -$1.86M 0.24% 68
2020
Q4 		$2.82M Buy
8,172
+787
+11% +$289K 1.01% 23
2020
Q3 		$2.83M Buy
7,385
+1,373
+23% +$524K 1.15% 19
2020
Q2 		$2.19M Buy
6,012
+1,310
+28% +$495K 1.06% 24
2020
Q1 		$1.64M Buy
+4,702
New +$1.85M 1.13% 22

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

Symphony Financial's LMT Position: Q2 2026 in Review

Symphony Financial reduced its Lockheed Martin (LMT) stake by 3.9% in Q2 2026, selling an estimated $72.4K and leaving 3,287 shares worth $1.65M. The position accounts for 0.18% of the portfolio, ranked #99.

Symphony Financial first reported a position in LMT in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.83M in Q3 2020. 2,771 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Symphony Financial held 3,287 shares of Lockheed Martin worth $1.65M as of Q2 2026.
  • Symphony Financial sold 134 Lockheed Martin shares in Q2 2026, an estimated $72.4K.
  • Lockheed Martin made up 0.18% of Symphony Financial's portfolio in Q2 2026, its #99 holding.
  • Symphony Financial first reported a position in Lockheed Martin in Q1 2020 and has held it in 25 quarters since.
  • Symphony Financial's Lockheed Martin position peaked at $2.83M in Q3 2020.
  • 2,771 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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