Tru Independence Asset Management 2’s Lockheed Martin LMT Stock Holding History

Tru Independence Asset Management 2’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	$917K	Buy	1,799 +3	+0.2%	+$1.62K	0.5%	44
2026 Q1	$1.09M	Hold	1,796	–	–	0.67%	41
2025 Q4	$869K	Sell	1,796 -16	-0.9%	-$7.66K	0.54%	45
2025 Q3	$905K	Hold	1,812	–	–	0.59%	44
2025 Q2	$839K	Buy	1,812 +11	+0.6%	+$5.15K	0.57%	44
2025 Q1	$805K	Sell	1,801 -12	-0.7%	-$5.52K	0.6%	39
2024 Q4	$881K	Buy	1,813 +114	+7%	+$62.1K	0.73%	34
2024 Q3	$993K	Buy	+1,699	New	+$912K	0.84%	24
2023 Q1	$481K	Buy	+1,018	New	+$477K	0.48%	40
2022 Q3	$421K	Buy	1,090 +29	+3%	+$12.1K	0.45%	40
2022 Q2	$456K	Buy	1,061 +1	+0.1%	+$439	0.38%	37
2022 Q1	$468K	Buy	1,060 +86	+9%	+$34.9K	0.27%	46
2021 Q4	$346K	Buy	+974	New	+$337K	0.18%	90
2021 Q1	–	Sell	-83	Closed	-$29K	–	275
2020 Q4	$29K	Buy	+83	New	+$30.5K	0.02%	223

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Tru Independence Asset Management 2's LMT Position: Q2 2026 in Review

Tru Independence Asset Management 2 increased its Lockheed Martin (LMT) stake by 0.17% in Q2 2026, buying an estimated $1.62K and bringing the position to 1,799 shares worth $917K. The position accounts for 0.5% of the portfolio, ranked #44.

Tru Independence Asset Management 2 first reported a position in LMT in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.09M in Q1 2026. 2,783 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Tru Independence Asset Management 2 held 1,799 shares of Lockheed Martin worth $917K as of Q2 2026.
Tru Independence Asset Management 2 bought 3 Lockheed Martin shares in Q2 2026, an estimated $1.62K.
Lockheed Martin made up 0.5% of Tru Independence Asset Management 2's portfolio in Q2 2026, its #44 holding.
Tru Independence Asset Management 2 first reported a position in Lockheed Martin in Q4 2020 and has held it in 14 quarters since.
Tru Independence Asset Management 2's Lockheed Martin position peaked at $1.09M in Q1 2026.
2,783 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2026, filed 11 Aug 2026.