Vontobel Holding
LMT icon

Vontobel Holding’s Lockheed Martin LMT Stock Holding History

Vontobel Holding’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 		$2.56M Sell
5,018
-6,699
-57% -$3.62M 0.01% 587
2026
Q1 		$7.08M Sell
11,717
-368
-3% -$227K 0.02% 311
2025
Q4 		$5.85M Buy
12,085
+1,925
+19% +$921K 0.02% 359
2025
Q3 		$5.07M Sell
10,160
-8,860
-47% -$4.02M 0.02% 381
2025
Q2 		$8.81M Buy
19,020
+11,378
+149% +$5.33M 0.03% 275
2025
Q1 		$3.41M Buy
7,642
+3,940
+106% +$1.81M 0.01% 372
2024
Q4 		$1.8M Buy
3,702
+1,804
+95% +$983K 0.01% 463
2024
Q3 		$1.11M Sell
1,898
-1,402
-42% -$753K ﹤0.01% 566
2024
Q2 		$1.54M Buy
3,300
+1,236
+60% +$571K 0.01% 479
2024
Q1 		$939K Sell
2,064
-778
-27% -$341K 0.01% 604
2023
Q4 		$1.29M Sell
2,842
-543
-16% -$241K 0.01% 529
2023
Q3 		$1.38M Buy
3,385
+1,281
+61% +$568K 0.01% 512
2023
Q2 		$969K Sell
2,104
-734
-26% -$341K 0.01% 601
2023
Q1 		$1.34M Buy
2,838
+1,076
+61% +$505K 0.01% 514
2022
Q4 		$857K Sell
1,762
-760
-30% -$353K 0.01% 608
2022
Q3 		$974K Sell
2,522
-1,049
-29% -$438K 0.01% 550
2022
Q2 		$1.53M Sell
3,571
-553
-13% -$243K 0.02% 436
2022
Q1 		$1.82M Buy
4,124
+2,911
+240% +$1.18M 0.02% 447
2021
Q4 		$431K Sell
1,213
-4,534
-79% -$1.57M ﹤0.01% 840
2021
Q3 		$1.98M Buy
5,747
+2,393
+71% +$866K 0.02% 445
2021
Q2 		$1.25M Buy
3,354
+252
+8% +$96.9K 0.01% 544
2021
Q1 		$1.15M Sell
3,102
-651
-17% -$223K 0.01% 500
2020
Q4 		$1.27M Buy
+3,753
New +$1.38M 0.01% 495

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

Vontobel Holding's LMT Position: Q2 2026 in Review

Vontobel Holding reduced its Lockheed Martin (LMT) stake by 57% in Q2 2026, selling an estimated $3.62M and leaving 5,018 shares worth $2.56M. The position accounts for 0.01% of the portfolio, ranked #587.

Vontobel Holding first reported a position in LMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.81M in Q2 2025. 2,785 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Vontobel Holding held 5,018 shares of Lockheed Martin worth $2.56M as of Q2 2026.
  • Vontobel Holding sold 6,699 Lockheed Martin shares in Q2 2026, an estimated $3.62M.
  • Lockheed Martin made up 0.01% of Vontobel Holding's portfolio in Q2 2026, its #587 holding.
  • Vontobel Holding first reported a position in Lockheed Martin in Q4 2020 and has held it in 23 quarters since.
  • Vontobel Holding's Lockheed Martin position peaked at $8.81M in Q2 2025.
  • 2,785 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.