Syntax Research’s Lockheed Martin LMT Stock Holding History

Syntax Research’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	$534K	Buy	1,048 +1	+0.1%	+$541	0.39%	40
2026 Q1	$633K	Sell	1,047 -2,499	-70%	-$1.54M	0.4%	47
2025 Q4	$1.72M	Buy	3,546 +1	+0%	+$479	1.06%	34
2025 Q3	$1.77M	Buy	3,545 +2,501	+240%	+$1.13M	1.14%	32
2025 Q2	$484K	Buy	1,044 +1	+0.1%	+$468	0.34%	50
2025 Q1	$466K	Buy	1,043 +1	+0.1%	+$460	0.32%	54
2024 Q4	$506K	Buy	1,042 +1	+0.1%	+$545	0.36%	42
2024 Q3	$609K	Hold	1,041	–	–	0.41%	41
2024 Q2	$486K	Buy	1,041 +2	+0.2%	+$924	0.38%	38
2024 Q1	$473K	Buy	1,039 +31	+3%	+$13.6K	0.36%	43
2023 Q4	$457K	Buy	1,008 +27	+3%	+$12K	0.38%	42
2023 Q3	$401K	Buy	+981	New	+$435K	0.33%	46

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

Syntax Research's LMT Position: Q2 2026 in Review

Syntax Research increased its Lockheed Martin (LMT) stake by 0.1% in Q2 2026, buying an estimated $541 and bringing the position to 1,048 shares worth $534K. The position accounts for 0.39% of the portfolio, ranked #40.

Syntax Research first reported a position in LMT in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.77M in Q3 2025. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Syntax Research held 1,048 shares of Lockheed Martin worth $534K as of Q2 2026.
Syntax Research bought 1 Lockheed Martin share in Q2 2026, an estimated $541.
Lockheed Martin made up 0.39% of Syntax Research's portfolio in Q2 2026, its #40 holding.
Syntax Research first reported a position in Lockheed Martin in Q3 2023 and has held it in 12 quarters since.
Syntax Research's Lockheed Martin position peaked at $1.77M in Q3 2025.
2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Syntax Research's 13F filing for Q2 2026, filed 31 Jul 2026.