VA
LMT icon

VestGen Advisors’s Lockheed Martin LMT Stock Holding History

VestGen Advisors’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 		$3.47M Sell
6,810
-142
-2% -$76.8K 0.1% 205
2026
Q1 		$3.62M Buy
6,952
+993
+17% +$612K 0.1% 184
2025
Q4 		$2.88M Buy
5,959
+647
+12% +$310K 0.12% 170
2025
Q3 		$2.65M Buy
5,312
+3,295
+163% +$1.49M 0.09% 209
2025
Q2 		$934K Buy
2,017
+38
+2% +$17.8K 0.04% 337
2025
Q1 		$884K Buy
+1,979
New +$911K 0.04% 322

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

VestGen Advisors's LMT Position: Q2 2026 in Review

VestGen Advisors reduced its Lockheed Martin (LMT) stake by 2% in Q2 2026, selling an estimated $76.8K and leaving 6,810 shares worth $3.47M. The position accounts for 0.1% of the portfolio, ranked #205.

VestGen Advisors first reported a position in LMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.62M in Q1 2026. 2,785 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • VestGen Advisors held 6,810 shares of Lockheed Martin worth $3.47M as of Q2 2026.
  • VestGen Advisors sold 142 Lockheed Martin shares in Q2 2026, an estimated $76.8K.
  • Lockheed Martin made up 0.1% of VestGen Advisors's portfolio in Q2 2026, its #205 holding.
  • VestGen Advisors first reported a position in Lockheed Martin in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's Lockheed Martin position peaked at $3.62M in Q1 2026.
  • 2,785 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.