1900 Wealth Management’s Lockheed Martin LMT Stock Holding History

1900 Wealth Management’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	$405K	Sell	796 -97	-11%	-$52.4K	0.02%	202
2026 Q1	$540K	Buy	893 +219	+32%	+$135K	0.03%	159
2025 Q4	$326K	Buy	674 +2	+0.3%	+$957	0.02%	196
2025 Q3	$336K	Buy	+672	New	+$305K	0.02%	187
2024 Q4	–	Sell	-391	Closed	-$229K	–	227
2024 Q3	$229K	Buy	+391	New	+$210K	0.02%	212
2024 Q2	–	Sell	-458	Closed	-$208K	–	230
2024 Q1	$208K	Sell	458 -417	-48%	-$183K	0.02%	231
2023 Q4	$397K	Buy	875 +12	+1%	+$5.32K	0.04%	214
2023 Q3	$353K	Buy	863 +368	+74%	+$163K	0.04%	223
2023 Q2	$228K	Buy	495 +54	+12%	+$25.1K	0.02%	225
2023 Q1	$215K	Hold	441	–	–	0.02%	227
2022 Q4	$215K	Buy	+441	New	+$205K	0.02%	220

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

1900 Wealth Management's LMT Position: Q2 2026 in Review

1900 Wealth Management reduced its Lockheed Martin (LMT) stake by 11% in Q2 2026, selling an estimated $52.4K and leaving 796 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #202.

1900 Wealth Management first reported a position in LMT in Q4 2022 and has held it in 11 quarters since. The position peaked at $540K in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

1900 Wealth Management held 796 shares of Lockheed Martin worth $405K as of Q2 2026.
1900 Wealth Management sold 97 Lockheed Martin shares in Q2 2026, an estimated $52.4K.
Lockheed Martin made up 0.02% of 1900 Wealth Management's portfolio in Q2 2026, its #202 holding.
1900 Wealth Management first reported a position in Lockheed Martin in Q4 2022 and has held it in 11 quarters since.
1900 Wealth Management's Lockheed Martin position peaked at $540K in Q1 2026.
2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.