tru Independence’s Lockheed Martin LMT Stock Holding History

tru Independence’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	$452K	Sell	888 -2	-0.2%	-$1.08K	0.2%	60
2026 Q1	$538K	Buy	890 +15	+2%	+$9.24K	0.27%	42
2025 Q4	$423K	Buy	875 +3	+0.3%	+$1.44K	0.11%	91
2025 Q3	$435K	Buy	872 +2	+0.2%	+$907	0.11%	92
2025 Q2	$403K	Buy	870 +10	+1%	+$4.68K	0.12%	89
2025 Q1	$384K	Buy	860 +2	+0.2%	+$921	0.12%	87
2024 Q4	$417K	Buy	858 +6	+0.7%	+$3.27K	0.13%	82
2024 Q3	$498K	Buy	852 +25	+3%	+$13.4K	0.15%	79
2024 Q2	$386K	Buy	827 +20	+2%	+$9.24K	0.12%	84
2024 Q1	$367K	Sell	807 -1	-0.1%	-$438	0.11%	88
2023 Q4	$366K	Buy	+808	New	+$358K	0.11%	90
2021 Q3	–	Sell	-319	Closed	-$121K	–	282
2021 Q2	$121K	Sell	319 -670	-68%	-$258K	0.04%	118
2021 Q1	$365K	Sell	989 -602	-38%	-$207K	0.07%	195
2020 Q4	$566	Buy	1,591 +210	+15%	+$77.2K	﹤0.01%	375
2020 Q3	$529K	Buy	1,381 +111	+9%	+$42.4K	0.15%	115
2020 Q2	$463K	Buy	1,270 +21	+2%	+$7.93K	0.07%	175
2020 Q1	$423K	Hold	1,249	–	–	0.07%	156
2019 Q4	$423K	Buy	+1,249	New	+$479K	0.06%	182

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's LMT Position: Q2 2026 in Review

tru Independence reduced its Lockheed Martin (LMT) stake by 0.22% in Q2 2026, selling an estimated $1.08K and leaving 888 shares worth $452K. The position accounts for 0.2% of the portfolio, ranked #60.

tru Independence first reported a position in LMT in Q4 2019 and has held it in 18 quarters since. The position peaked at $538K in Q1 2026. 2,774 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

tru Independence held 888 shares of Lockheed Martin worth $452K as of Q2 2026.
tru Independence sold 2 Lockheed Martin shares in Q2 2026, an estimated $1.08K.
Lockheed Martin made up 0.2% of tru Independence's portfolio in Q2 2026, its #60 holding.
tru Independence first reported a position in Lockheed Martin in Q4 2019 and has held it in 18 quarters since.
tru Independence's Lockheed Martin position peaked at $538K in Q1 2026.
2,774 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on tru Independence's 13F filing for Q2 2026, filed 10 Aug 2026.