XF
LMT icon

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
2025
Q3 		– Sell
-100
Closed -$46.3K – 408
2025
Q2 		$46.3K Buy
+100
New +$46.8K ﹤0.01% 383

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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. 2,790 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.
  • 2,790 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.