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Traphagen Investment Advisors’s Lockheed Martin LMT Stock Holding History

Traphagen 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 		$1.11M Buy
2,181
+44
+2% +$23.8K 0.08% 81
2026
Q1 		$1.29M Sell
2,137
-51
-2% -$31.4K 0.1% 70
2025
Q4 		$1.06M Buy
2,188
+29
+1% +$13.9K 0.09% 75
2025
Q3 		$1.08M Sell
2,159
-66
-3% -$29.9K 0.09% 70
2025
Q2 		$1.03M Buy
2,225
+100
+5% +$46.8K 0.1% 71
2025
Q1 		$949K Sell
2,125
-13
-0.6% -$5.98K 0.1% 72
2024
Q4 		$1.04M Buy
2,138
+1
+0% +$545 0.11% 68
2024
Q3 		$1.25M Sell
2,137
-26
-1% -$14K 0.13% 59
2024
Q2 		$1.01M Sell
2,163
-1
-0% -$462 0.11% 65
2024
Q1 		$984K Sell
2,164
-177
-8% -$77.6K 0.11% 66
2023
Q4 		$1.06M Buy
2,341
+102
+5% +$45.2K 0.12% 55
2023
Q3 		$916K Buy
2,239
+1
+0% +$444 0.12% 53
2023
Q2 		$1.03M Buy
+2,238
New +$1.04M 0.13% 54

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Traphagen Investment Advisors increased its Lockheed Martin (LMT) stake by 2.1% in Q2 2026, buying an estimated $23.8K and bringing the position to 2,181 shares worth $1.11M. The position accounts for 0.08% of the portfolio, ranked #81.

Traphagen Investment Advisors first reported a position in LMT in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.29M in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Traphagen Investment Advisors held 2,181 shares of Lockheed Martin worth $1.11M as of Q2 2026.
  • Traphagen Investment Advisors bought 44 Lockheed Martin shares in Q2 2026, an estimated $23.8K.
  • Lockheed Martin made up 0.08% of Traphagen Investment Advisors's portfolio in Q2 2026, its #81 holding.
  • Traphagen Investment Advisors first reported a position in Lockheed Martin in Q2 2023 and has held it in 13 quarters since.
  • Traphagen Investment Advisors's Lockheed Martin position peaked at $1.29M in Q1 2026.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.