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Synergy Investment Management’s Lockheed Martin LMT Stock Holding History

Synergy Investment 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 		$63.2K Buy
111
+103
+1,288% +$55.7K 0.02% 341
2026
Q1 		$4.83K Buy
+8
New +$4.93K ﹤0.01% 586
2025
Q2 		– Sell
-25
Closed -$11.2K – 367
2025
Q1 		$11.2K Hold
25
– – ﹤0.01% 372
2024
Q4 		$12.1K Buy
+25
New +$13.6K 0.01% 370

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

Synergy Investment Management's LMT Position: Q2 2026 in Review

Synergy Investment Management increased its Lockheed Martin (LMT) stake by 1,288% in Q2 2026, buying an estimated $55.7K and bringing the position to 111 shares worth $63.2K. The position accounts for 0.02% of the portfolio, ranked #341.

Synergy Investment Management first reported a position in LMT in Q4 2024 and has held it in 4 quarters since. 2,755 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Synergy Investment Management held 111 shares of Lockheed Martin worth $63.2K as of Q2 2026.
  • Synergy Investment Management bought 103 Lockheed Martin shares in Q2 2026, an estimated $55.7K.
  • Lockheed Martin made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #341 holding.
  • Synergy Investment Management first reported a position in Lockheed Martin in Q4 2024 and has held it in 4 quarters since.
  • 2,755 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.