XF
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XML Financial’s Lockheed Martin LMT Stock Holding History

XML Financial’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 		$3.53M Sell
6,931
-29
-0.4% -$15.7K 0.26% 88
2026
Q1 		$4.21M Sell
6,960
-133
-2% -$81.9K 0.34% 74
2025
Q4 		$3.43M Sell
7,093
-1,168
-14% -$559K 0.28% 82
2025
Q3 		$4.12M Sell
8,261
-532
-6% -$241K 0.34% 76
2025
Q2 		$4.07M Buy
8,793
+47
+0.5% +$22K 0.35% 72
2025
Q1 		$3.91M Sell
8,746
-47
-0.5% -$21.6K 0.36% 74
2024
Q4 		$4.27M Sell
8,793
-91
-1% -$49.6K 0.39% 67
2024
Q3 		$5.19M Sell
8,884
-266
-3% -$143K 0.48% 60
2024
Q2 		$4.27M Sell
9,150
-36
-0.4% -$16.6K 0.43% 69
2024
Q1 		$4.18M Sell
9,186
-849
-8% -$372K 0.43% 67
2023
Q4 		$4.55M Buy
10,035
+283
+3% +$125K 0.48% 64
2023
Q3 		$3.99M Buy
9,752
+209
+2% +$92.7K 0.48% 65
2023
Q2 		$4.39M Buy
9,543
+412
+5% +$191K 0.51% 56
2023
Q1 		$4.32M Buy
9,131
+18
+0.2% +$8.44K 0.53% 61
2022
Q4 		$4.43M Buy
9,113
+153
+2% +$71.1K 0.56% 59
2022
Q3 		$3.46M Buy
8,960
+6,351
+243% +$2.65M 0.48% 66
2022
Q2 		$1.12M Sell
2,609
-6,039
-70% -$2.65M 0.25% 80
2022
Q1 		$3.82M Buy
8,648
+171
+2% +$69.3K 0.45% 70
2021
Q4 		$3.01M Buy
8,477
+996
+13% +$344K 0.36% 79
2021
Q3 		$2.58M Buy
7,481
+4,879
+188% +$1.77M 0.34% 86
2021
Q2 		$985K Buy
2,602
+190
+8% +$73.1K 0.22% 88
2021
Q1 		$891K Sell
2,412
-454
-16% -$156K 0.22% 94
2020
Q4 		$1.02M Buy
2,866
+55
+2% +$20.2K 0.26% 79
2020
Q3 		$1.08M Sell
2,811
-310
-10% -$118K 0.34% 68
2020
Q2 		$1.14M Buy
3,121
+181
+6% +$68.4K 0.4% 62
2020
Q1 		$997K Sell
2,940
-49
-2% -$19.3K 0.43% 59
2019
Q4 		$1.16M Buy
+2,989
New +$1.15M 0.42% 59

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

XML Financial's LMT Position: Q2 2026 in Review

XML Financial reduced its Lockheed Martin (LMT) stake by 0.42% in Q2 2026, selling an estimated $15.7K and leaving 6,931 shares worth $3.53M. The position accounts for 0.26% of the portfolio, ranked #88.

XML Financial first reported a position in LMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.19M in Q3 2024. 2,771 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • XML Financial held 6,931 shares of Lockheed Martin worth $3.53M as of Q2 2026.
  • XML Financial sold 29 Lockheed Martin shares in Q2 2026, an estimated $15.7K.
  • Lockheed Martin made up 0.26% of XML Financial's portfolio in Q2 2026, its #88 holding.
  • XML Financial first reported a position in Lockheed Martin in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's Lockheed Martin position peaked at $5.19M in Q3 2024.
  • 2,771 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.