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Ameliora Wealth Management’s Lockheed Martin LMT Stock Holding History

Ameliora 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 		$76.4K Hold
150
– – 0.02% 139
2026
Q1 		$90.7K Buy
+150
New +$92.4K 0.03% 130
2023
Q1 		– Sell
-214
Closed -$104K – 240
2022
Q4 		$104K Buy
214
+40
+23% +$18.6K 0.06% 99
2022
Q3 		$69K Buy
+174
New +$72.7K 0.04% 123

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

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

Ameliora Wealth Management held its Lockheed Martin (LMT) position steady in Q2 2026 at 150 shares worth $76.4K. The position accounts for 0.02% of the portfolio, ranked #139.

Ameliora Wealth Management first reported a position in LMT in Q3 2022 and has held it in 4 quarters since. The position peaked at $104K in Q4 2022. 2,756 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Ameliora Wealth Management held 150 shares of Lockheed Martin worth $76.4K as of Q2 2026.
  • Ameliora Wealth Management left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.02% of Ameliora Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Ameliora Wealth Management first reported a position in Lockheed Martin in Q3 2022 and has held it in 4 quarters since.
  • Ameliora Wealth Management's Lockheed Martin position peaked at $104K in Q4 2022.
  • 2,756 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.