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Abundance Wealth Counselors’s Lockheed Martin LMT Stock Holding History

Abundance Wealth Counselors’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 		$290K Buy
569
+31
+6% +$16.8K 0.02% 237
2026
Q1 		$325K Buy
+538
New +$331K 0.05% 172
2021
Q2 		– Sell
-347
Closed -$128K – 222
2021
Q1 		$128K Buy
+347
New +$119K 0.03% 97

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

Abundance Wealth Counselors's LMT Position: Q2 2026 in Review

Abundance Wealth Counselors increased its Lockheed Martin (LMT) stake by 5.8% in Q2 2026, buying an estimated $16.8K and bringing the position to 569 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #237.

Abundance Wealth Counselors first reported a position in LMT in Q1 2021 and has held it in 3 quarters since. The position peaked at $325K in Q1 2026. 2,761 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Abundance Wealth Counselors held 569 shares of Lockheed Martin worth $290K as of Q2 2026.
  • Abundance Wealth Counselors bought 31 Lockheed Martin shares in Q2 2026, an estimated $16.8K.
  • Lockheed Martin made up 0.02% of Abundance Wealth Counselors's portfolio in Q2 2026, its #237 holding.
  • Abundance Wealth Counselors first reported a position in Lockheed Martin in Q1 2021 and has held it in 3 quarters since.
  • Abundance Wealth Counselors's Lockheed Martin position peaked at $325K in Q1 2026.
  • 2,761 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.