Wellington Group’s Lockheed Martin LMT Stock Holding History

Wellington Group’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	–	Sell	-119	Closed	-$71.9K	–	272
2026 Q1	$71.9K	Buy	119 +1	+0.8%	+$616	0.02%	235
2025 Q4	$57.1K	Buy	+118	New	+$56.5K	0.02%	246

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

Wellington Group's LMT Position: Q2 2026 in Review

Wellington Group sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 119 shares — an estimated $71.9K sold.

Wellington Group first reported a position in LMT in Q4 2025 and held it in 2 quarters. The position peaked at $71.9K in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Wellington Group reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
Wellington Group sold 119 Lockheed Martin shares in Q2 2026, an estimated $71.9K.
Wellington Group first reported a position in Lockheed Martin in Q4 2025 and held it in 2 quarters.
Wellington Group's Lockheed Martin position peaked at $71.9K in Q1 2026.
2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.