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 		$459K Buy
+900
New +$487K ﹤0.01% 1078
2026
Q1 		– Sell
-4,000
Closed -$1.93M – 1367
2025
Q4 		$1.93M Sell
4,000
-2,200
-35% -$1.05M 0.01% 588
2025
Q3 		$3.1M Buy
6,200
+3,700
+148% +$1.68M 0.01% 471
2025
Q2 		$1.16M Buy
+2,500
New +$1.17M ﹤0.01% 642

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.