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Tepp RIA’s Lockheed Martin LMT Stock Holding History

Tepp RIA’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 		$238K Sell
467
-39
-8% -$21.1K 0.16% 44
2026
Q1 		$306K Hold
506
– – 0.24% 34
2025
Q4 		$245K Sell
506
-54
-10% -$25.8K 0.24% 33
2025
Q3 		$280K Sell
560
-32
-5% -$14.5K 0.32% 33
2025
Q2 		$274K Buy
592
+38
+7% +$17.8K 0.35% 25
2025
Q1 		$247K Sell
554
-182
-25% -$83.8K 0.34% 24
2024
Q4 		$358K Buy
+736
New +$401K 0.53% 20

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

Tepp RIA's LMT Position: Q2 2026 in Review

Tepp RIA reduced its Lockheed Martin (LMT) stake by 7.7% in Q2 2026, selling an estimated $21.1K and leaving 467 shares worth $238K. The position accounts for 0.16% of the portfolio, ranked #44.

Tepp RIA first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $358K in Q4 2024. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Tepp RIA held 467 shares of Lockheed Martin worth $238K as of Q2 2026.
  • Tepp RIA sold 39 Lockheed Martin shares in Q2 2026, an estimated $21.1K.
  • Lockheed Martin made up 0.16% of Tepp RIA's portfolio in Q2 2026, its #44 holding.
  • Tepp RIA first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • Tepp RIA's Lockheed Martin position peaked at $358K in Q4 2024.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Tepp RIA's 13F filing for Q2 2026, filed 28 Jul 2026.