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TCFG Investment Advisors’s Lockheed Martin LMT Stock Holding History

TCFG Investment Advisors’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 		$326K Buy
640
+91
+17% +$49.2K 0.11% 204
2026
Q1 		$332K Buy
+549
New +$338K 0.12% 175

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

TCFG Investment Advisors's LMT Position: Q2 2026 in Review

TCFG Investment Advisors increased its Lockheed Martin (LMT) stake by 17% in Q2 2026, buying an estimated $49.2K and bringing the position to 640 shares worth $326K. The position accounts for 0.11% of the portfolio, ranked #204.

TCFG Investment Advisors first reported a position in LMT in Q1 2026 and has held it in 2 quarters since. The position peaked at $332K in Q1 2026. 2,756 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • TCFG Investment Advisors held 640 shares of Lockheed Martin worth $326K as of Q2 2026.
  • TCFG Investment Advisors bought 91 Lockheed Martin shares in Q2 2026, an estimated $49.2K.
  • Lockheed Martin made up 0.11% of TCFG Investment Advisors's portfolio in Q2 2026, its #204 holding.
  • TCFG Investment Advisors first reported a position in Lockheed Martin in Q1 2026 and has held it in 2 quarters since.
  • TCFG Investment Advisors's Lockheed Martin position peaked at $332K in Q1 2026.
  • 2,756 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.