ZF
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Zhang Financial’s Lockheed Martin LMT Stock Holding History

Zhang 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 		$3.15M Buy
6,175
+1,579
+34% +$854K 0.09% 106
2026
Q1 		$2.78M Buy
4,596
+56
+1% +$34.5K 0.1% 103
2025
Q4 		$2.2M Buy
4,540
+386
+9% +$185K 0.08% 112
2025
Q3 		$2.07M Buy
4,154
+1,145
+38% +$520K 0.08% 117
2025
Q2 		$1.39M Sell
3,009
-10
-0.3% -$4.68K 0.06% 140
2025
Q1 		$1.35M Buy
3,019
+960
+47% +$442K 0.07% 134
2024
Q4 		$1M Buy
+2,059
New +$1.12M 0.06% 150

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

Zhang Financial's LMT Position: Q2 2026 in Review

Zhang Financial increased its Lockheed Martin (LMT) stake by 34% in Q2 2026, buying an estimated $854K and bringing the position to 6,175 shares worth $3.15M. The position accounts for 0.09% of the portfolio, ranked #106.

Zhang Financial first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Zhang Financial held 6,175 shares of Lockheed Martin worth $3.15M as of Q2 2026.
  • Zhang Financial bought 1,579 Lockheed Martin shares in Q2 2026, an estimated $854K.
  • Lockheed Martin made up 0.09% of Zhang Financial's portfolio in Q2 2026, its #106 holding.
  • Zhang Financial first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.