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 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 $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tru Independence Asset Management 2's LMT Position: Q1 2026 in Review

Tru Independence Asset Management 2 held its Lockheed Martin (LMT) position steady in Q1 2026 at 1,796 shares worth $1.09M. The position accounts for 0.67% of the portfolio, ranked #41.

Tru Independence Asset Management 2 first reported a position in LMT in Q4 2020 and has held it in 13 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Tru Independence Asset Management 2 held 1,796 shares of Lockheed Martin worth $1.09M as of Q1 2026.
Tru Independence Asset Management 2 left its Lockheed Martin share count unchanged in Q1 2026.
Lockheed Martin made up 0.67% of Tru Independence Asset Management 2's portfolio in Q1 2026, its #41 holding.
Tru Independence Asset Management 2 first reported a position in Lockheed Martin in Q4 2020 and has held it in 13 quarters since.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2026, filed 22 Apr 2026.