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Activest Wealth Management’s Lockheed Martin LMT Stock Holding History

Activest 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 		$53.1K Sell
104
-30
-22% -$16.2K 0.01% 270
2026
Q1 		$81.1K Buy
134
+10
+8% +$6.16K 0.01% 258
2025
Q4 		$60K Sell
124
-39
-24% -$18.7K 0.01% 294
2025
Q3 		$81.5K Sell
163
-60
-27% -$27.2K 0.02% 207
2025
Q2 		$103K Buy
223
+143
+179% +$66.9K 0.02% 143
2025
Q1 		$35.7K Sell
80
-49
-38% -$22.6K 0.01% 223
2024
Q4 		$62.7K Sell
129
-24
-16% -$13.1K 0.02% 155
2024
Q3 		$89.4K Buy
153
+80
+110% +$43K 0.03% 131
2024
Q2 		$34.1K Buy
73
+70
+2,333% +$32.4K 0.01% 207
2024
Q1 		$1.39K Sell
3
-62
-95% -$27.2K ﹤0.01% 321
2023
Q4 		$29.5K Buy
65
+60
+1,200% +$26.6K 0.02% 127
2023
Q3 		$2.08K Hold
5
– – ﹤0.01% 268
2023
Q2 		$1.46K Hold
5
– – ﹤0.01% 266
2023
Q1 		$2.38K Buy
+5
New +$2.35K ﹤0.01% 247
2022
Q3 		– Sell
-5
Closed -$2K – 547
2022
Q2 		$2K Hold
5
– – ﹤0.01% 332
2022
Q1 		$2K Buy
5
+1
+25% +$405 ﹤0.01% 302
2021
Q4 		$1K Sell
4
-4
-50% -$1.38K ﹤0.01% 313
2021
Q3 		$3K Buy
8
+4
+100% +$1.45K ﹤0.01% 314
2021
Q2 		$2K Hold
4
– – ﹤0.01% 296
2021
Q1 		$1K Buy
+4
New +$1.37K ﹤0.01% 287

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

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

Activest Wealth Management reduced its Lockheed Martin (LMT) stake by 22% in Q2 2026, selling an estimated $16.2K and leaving 104 shares worth $53.1K. The position accounts for 0.01% of the portfolio, ranked #270.

Activest Wealth Management first reported a position in LMT in Q1 2021 and has held it in 20 quarters since. The position peaked at $103K in Q2 2025. 2,756 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Activest Wealth Management held 104 shares of Lockheed Martin worth $53.1K as of Q2 2026.
  • Activest Wealth Management sold 30 Lockheed Martin shares in Q2 2026, an estimated $16.2K.
  • Lockheed Martin made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #270 holding.
  • Activest Wealth Management first reported a position in Lockheed Martin in Q1 2021 and has held it in 20 quarters since.
  • Activest Wealth Management's Lockheed Martin position peaked at $103K in Q2 2025.
  • 2,756 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.