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Asset One Wealth Management’s Lockheed Martin LMT Stock Holding History

Asset One 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 		$407K Sell
791
-136
-15% -$73.5K 0.04% 247
2026
Q1 		$530K Buy
927
+606
+189% +$373K 0.06% 212
2025
Q4 		$204K Buy
+321
New +$154K 0.03% 269

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Asset One Wealth Management's LMT Position: Q2 2026 in Review

Asset One Wealth Management reduced its Lockheed Martin (LMT) stake by 15% in Q2 2026, selling an estimated $73.5K and leaving 791 shares worth $407K. The position accounts for 0.04% of the portfolio, ranked #247.

Asset One Wealth Management first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $530K in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Asset One Wealth Management held 791 shares of Lockheed Martin worth $407K as of Q2 2026.
  • Asset One Wealth Management sold 136 Lockheed Martin shares in Q2 2026, an estimated $73.5K.
  • Lockheed Martin made up 0.04% of Asset One Wealth Management's portfolio in Q2 2026, its #247 holding.
  • Asset One Wealth Management first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • Asset One Wealth Management's Lockheed Martin position peaked at $530K in Q1 2026.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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