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Towarzystwo Funduszy Inwestycyjnych PZU SA’s Lockheed Martin LMT Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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 		$507K Buy
996
+71
+8% +$38.4K 0.14% 114
2026
Q1 		$559K Sell
925
-30
-3% -$18.5K 0.19% 89
2025
Q4 		$462K Buy
955
+140
+17% +$67K 0.12% 103
2025
Q3 		$407K Buy
815
+70
+9% +$31.8K 0.1% 107
2025
Q2 		$345K Buy
745
+120
+19% +$56.2K 0.1% 109
2025
Q1 		$279K Buy
625
+60
+11% +$27.6K 0.1% 106
2024
Q4 		$275K Hold
565
– – 0.09% 94
2024
Q3 		$330K Buy
565
+55
+11% +$29.5K 0.12% 76
2024
Q2 		$238K Sell
510
-50
-9% -$23.1K 0.09% 95
2024
Q1 		$255K Hold
560
– – 0.11% 82
2023
Q4 		$254K Buy
+560
New +$248K 0.12% 73
2021
Q3 		$38K Hold
110
– – 0.05% 154
2021
Q2 		$41.6K Buy
110
+60
+120% +$23.1K 0.05% 158
2021
Q1 		$18.5K Hold
50
– – 0.03% 267
2020
Q4 		$17.7K Buy
+50
New +$18.4K 0.02% 270

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Towarzystwo Funduszy Inwestycyjnych PZU SA's LMT Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA increased its Lockheed Martin (LMT) stake by 7.7% in Q2 2026, buying an estimated $38.4K and bringing the position to 996 shares worth $507K. The position accounts for 0.14% of the portfolio, ranked #114.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in LMT in Q4 2020 and has held it in 15 quarters since. The position peaked at $559K in Q1 2026. 2,208 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Towarzystwo Funduszy Inwestycyjnych PZU SA held 996 shares of Lockheed Martin worth $507K as of Q2 2026.
  • Towarzystwo Funduszy Inwestycyjnych PZU SA bought 71 Lockheed Martin shares in Q2 2026, an estimated $38.4K.
  • Lockheed Martin made up 0.14% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #114 holding.
  • Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in Lockheed Martin in Q4 2020 and has held it in 15 quarters since.
  • Towarzystwo Funduszy Inwestycyjnych PZU SA's Lockheed Martin position peaked at $559K in Q1 2026.
  • 2,208 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.