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Torrey Growth & Income Advisors’s Lockheed Martin LMT Stock Holding History

Torrey Growth & Income 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 		$455K Buy
900
+100
+13% +$54.1K 0.15% 71
2026
Q1 		$482K Hold
800
– – 0.2% 63
2025
Q4 		$387K Hold
800
– – 0.13% 72
2025
Q3 		$399K Buy
+800
New +$363K 0.12% 81

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

Torrey Growth & Income Advisors's LMT Position: Q2 2026 in Review

Torrey Growth & Income Advisors increased its Lockheed Martin (LMT) stake by 13% in Q2 2026, buying an estimated $54.1K and bringing the position to 900 shares worth $455K. The position accounts for 0.15% of the portfolio, ranked #71.

Torrey Growth & Income Advisors first reported a position in LMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $482K in Q1 2026. 2,768 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Torrey Growth & Income Advisors held 900 shares of Lockheed Martin worth $455K as of Q2 2026.
  • Torrey Growth & Income Advisors bought 100 Lockheed Martin shares in Q2 2026, an estimated $54.1K.
  • Lockheed Martin made up 0.15% of Torrey Growth & Income Advisors's portfolio in Q2 2026, its #71 holding.
  • Torrey Growth & Income Advisors first reported a position in Lockheed Martin in Q3 2025 and has held it in 4 quarters since.
  • Torrey Growth & Income Advisors's Lockheed Martin position peaked at $482K in Q1 2026.
  • 2,768 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Torrey Growth & Income Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.