Valley Forge Investment Consultants’s Lockheed Martin LMT Stock Holding History

Valley Forge Investment Consultants’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	$317K	Buy	621 +2	+0.3%	+$1.08K	0.08%	69
2026 Q1	$374K	Buy	619 +1	+0.2%	+$616	0.11%	55
2025 Q4	$299K	Buy	618 +2	+0.3%	+$957	0.09%	64
2025 Q3	$307K	Buy	616 +3	+0.5%	+$1.36K	0.09%	69
2025 Q2	$284K	Buy	613 +2	+0.3%	+$936	0.09%	70
2025 Q1	$273K	Buy	611 +2	+0.3%	+$921	0.1%	66
2024 Q4	$296K	Buy	609 +2	+0.3%	+$1.09K	0.1%	65
2024 Q3	$355K	Buy	607 +1	+0.2%	+$537	0.12%	60
2024 Q2	$283K	Buy	606 +4	+0.7%	+$1.85K	0.11%	63
2024 Q1	$274K	Buy	602 +2	+0.3%	+$877	0.11%	64
2023 Q4	$272K	Hold	600	–	–	0.12%	56
2023 Q3	$245K	Buy	+600	New	+$266K	0.11%	61
2023 Q1	–	Sell	-553	Closed	-$269K	–	76
2022 Q4	$269K	Hold	553	–	–	0.14%	55
2022 Q3	$214K	Buy	+553	New	+$231K	0.12%	64

Other funds holding LMT

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Valley Forge Investment Consultants's LMT Position: Q2 2026 in Review

Valley Forge Investment Consultants increased its Lockheed Martin (LMT) stake by 0.32% in Q2 2026, buying an estimated $1.08K and bringing the position to 621 shares worth $317K. The position accounts for 0.08% of the portfolio, ranked #69.

Valley Forge Investment Consultants first reported a position in LMT in Q3 2022 and has held it in 14 quarters since. The position peaked at $374K in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Valley Forge Investment Consultants held 621 shares of Lockheed Martin worth $317K as of Q2 2026.
Valley Forge Investment Consultants bought 2 Lockheed Martin shares in Q2 2026, an estimated $1.08K.
Lockheed Martin made up 0.08% of Valley Forge Investment Consultants's portfolio in Q2 2026, its #69 holding.
Valley Forge Investment Consultants first reported a position in Lockheed Martin in Q3 2022 and has held it in 14 quarters since.
Valley Forge Investment Consultants's Lockheed Martin position peaked at $374K in Q1 2026.
2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q2 2026, filed 7 Aug 2026.