49 Wealth Management’s Lockheed Martin LMT Stock Holding History

49 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	$252K	Sell	495 -197	-28%	-$107K	0.05%	155
2026 Q1	$418K	Buy	692 +7	+1%	+$4.31K	0.03%	126
2025 Q4	$331K	Buy	685 +10	+1%	+$4.79K	0.03%	142
2025 Q3	$337K	Buy	675 +4	+0.6%	+$1.81K	0.03%	133
2025 Q2	$311K	Buy	671 +10	+2%	+$4.68K	0.03%	131
2025 Q1	$295K	Buy	661 +22	+3%	+$10.1K	0.04%	142
2024 Q4	$311K	Buy	639 +99	+18%	+$54K	0.04%	118
2024 Q3	$316K	Buy	+540	New	+$290K	0.05%	118

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

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

49 Wealth Management reduced its Lockheed Martin (LMT) stake by 28% in Q2 2026, selling an estimated $107K and leaving 495 shares worth $252K. The position accounts for 0.05% of the portfolio, ranked #155.

49 Wealth Management first reported a position in LMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $418K in Q1 2026. 2,777 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

49 Wealth Management held 495 shares of Lockheed Martin worth $252K as of Q2 2026.
49 Wealth Management sold 197 Lockheed Martin shares in Q2 2026, an estimated $107K.
Lockheed Martin made up 0.05% of 49 Wealth Management's portfolio in Q2 2026, its #155 holding.
49 Wealth Management first reported a position in Lockheed Martin in Q3 2024 and has held it in 8 quarters since.
49 Wealth Management's Lockheed Martin position peaked at $418K in Q1 2026.
2,777 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.