Winthrop Advisory Group’s Lockheed Martin LMT Stock Holding History

Winthrop Advisory 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	$542K	Sell	1,064 -262	-20%	-$142K	0.04%	121
2026 Q1	$802K	Sell	1,326 -397	-23%	-$245K	0.07%	85
2025 Q4	$833K	Sell	1,723 -321	-16%	-$154K	0.07%	80
2025 Q3	$1.02M	Sell	2,044 -51	-2%	-$23.1K	0.09%	69
2025 Q2	$970K	Buy	+2,095	New	+$981K	0.09%	67
2024 Q4	–	Sell	-384	Closed	-$224K	–	164
2024 Q3	$224K	Buy	+384	New	+$206K	0.03%	133
2022 Q2	–	Sell	-510	Closed	-$225K	–	135
2022 Q1	$225K	Buy	+510	New	+$207K	0.05%	124
2021 Q2	–	Sell	-1,022	Closed	-$378K	–	139
2021 Q1	$378K	Buy	1,022 +320	+46%	+$110K	0.09%	76
2020 Q4	$249K	Buy	702 +174	+33%	+$64K	0.07%	107
2020 Q3	$204K	Buy	+528	New	+$202K	0.06%	112

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Winthrop Advisory Group's LMT Position: Q2 2026 in Review

Winthrop Advisory Group reduced its Lockheed Martin (LMT) stake by 20% in Q2 2026, selling an estimated $142K and leaving 1,064 shares worth $542K. The position accounts for 0.04% of the portfolio, ranked #121.

Winthrop Advisory Group first reported a position in LMT in Q3 2020 and has held it in 10 quarters since. The position peaked at $1.02M in Q3 2025. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Winthrop Advisory Group held 1,064 shares of Lockheed Martin worth $542K as of Q2 2026.
Winthrop Advisory Group sold 262 Lockheed Martin shares in Q2 2026, an estimated $142K.
Lockheed Martin made up 0.04% of Winthrop Advisory Group's portfolio in Q2 2026, its #121 holding.
Winthrop Advisory Group first reported a position in Lockheed Martin in Q3 2020 and has held it in 10 quarters since.
Winthrop Advisory Group's Lockheed Martin position peaked at $1.02M in Q3 2025.
2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.