Vanguard Personalized Indexing Management
LMT icon

Vanguard Personalized Indexing Management’s Lockheed Martin LMT Stock Holding History

Vanguard Personalized Indexing Management’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 		$18.2M Buy
35,818
+572
+2% +$309K 0.15% 98
2026
Q1 		$21.3M Buy
35,246
+5,127
+17% +$3.16M 0.21% 71
2025
Q4 		$14.6M Buy
30,119
+1,172
+4% +$561K 0.14% 105
2025
Q3 		$14.5M Sell
28,947
-4,345
-13% -$1.97M 0.15% 108
2025
Q2 		$15.4M Buy
33,292
+7,914
+31% +$3.7M 0.17% 95
2025
Q1 		$11.3M Sell
25,378
-1,990
-7% -$916K 0.17% 105
2024
Q4 		$13.3M Buy
27,368
+1,057
+4% +$576K 0.2% 77
2024
Q3 		$15.4M Buy
26,311
+2,882
+12% +$1.55M 0.25% 60
2024
Q2 		$10.9M Buy
23,429
+3,681
+19% +$1.7M 0.21% 76
2024
Q1 		$8.98M Buy
19,748
+617
+3% +$270K 0.19% 83
2023
Q4 		$8.67M Buy
19,131
+1,466
+8% +$650K 0.22% 72
2023
Q3 		$7.22M Buy
17,665
+1,115
+7% +$495K 0.22% 74
2023
Q2 		$7.62M Buy
16,550
+487
+3% +$226K 0.23% 68
2023
Q1 		$7.59M Buy
16,063
+2,866
+22% +$1.34M 0.26% 63
2022
Q4 		$6.42M Buy
13,197
+124
+0.9% +$57.6K 0.26% 60
2022
Q3 		$5.05M Buy
13,073
+1,278
+11% +$534K 0.23% 71
2022
Q2 		$5.07M Buy
11,795
+4,164
+55% +$1.83M 0.23% 72
2022
Q1 		$3.37M Buy
7,631
+2,864
+60% +$1.16M 0.16% 103
2021
Q4 		$1.69M Buy
4,767
+1,257
+36% +$435K 0.1% 205
2021
Q3 		$1.21M Buy
3,510
+118
+3% +$42.7K 0.11% 186
2021
Q2 		$1.28M Buy
3,392
+405
+14% +$156K 0.13% 152
2021
Q1 		$1.1M Buy
2,987
+1,019
+52% +$350K 0.17% 130
2020
Q4 		$699K Buy
1,968
+448
+29% +$165K 0.15% 155
2020
Q3 		$583K Buy
1,520
+197
+15% +$75.2K 0.16% 154
2020
Q2 		$483K Buy
1,323
+382
+41% +$144K 0.22% 112
2020
Q1 		$319K Buy
+941
New +$370K 0.19% 151

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Vanguard Personalized Indexing Management's LMT Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Lockheed Martin (LMT) stake by 1.6% in Q2 2026, buying an estimated $309K and bringing the position to 35,818 shares worth $18.2M. The position accounts for 0.15% of the portfolio, ranked #98.

Vanguard Personalized Indexing Management first reported a position in LMT in Q1 2020 and has held it in 26 quarters since. The position peaked at $21.3M in Q1 2026. 2,768 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Vanguard Personalized Indexing Management held 35,818 shares of Lockheed Martin worth $18.2M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 572 Lockheed Martin shares in Q2 2026, an estimated $309K.
  • Lockheed Martin made up 0.15% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #98 holding.
  • Vanguard Personalized Indexing Management first reported a position in Lockheed Martin in Q1 2020 and has held it in 26 quarters since.
  • Vanguard Personalized Indexing Management's Lockheed Martin position peaked at $21.3M in Q1 2026.
  • 2,768 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.