AWM
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Axxcess Wealth Management’s Lockheed Martin LMT Stock Holding History

Axxcess 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 		$4.08M Sell
8,005
-404
-5% -$218K 0.06% 261
2026
Q1 		$5.08M Sell
8,409
-141
-2% -$86.9K 0.16% 115
2025
Q4 		$4.14M Buy
8,550
+66
+0.8% +$31.6K 0.07% 243
2025
Q3 		$4.24M Buy
8,484
+3,582
+73% +$1.63M 0.09% 179
2025
Q2 		$2.27M Buy
4,902
+469
+11% +$220K 0.05% 263
2025
Q1 		$1.98M Sell
4,433
-2,067
-32% -$951K 0.05% 268
2024
Q4 		$3.16M Sell
6,500
-497
-7% -$271K 0.08% 189
2024
Q3 		$4.09M Buy
6,997
+1,171
+20% +$629K 0.1% 158
2024
Q2 		$2.72M Sell
5,826
-3,586
-38% -$1.66M 0.07% 207
2024
Q1 		$4.28M Buy
9,412
+276
+3% +$121K 0.12% 144
2023
Q4 		$4.14M Buy
9,136
+1,282
+16% +$568K 0.12% 143
2023
Q3 		$3.21M Buy
7,854
+5,257
+202% +$2.33M 0.11% 143
2023
Q2 		$1.2M Sell
2,597
-3,632
-58% -$1.69M 0.09% 201
2023
Q1 		$2.94M Buy
6,229
+491
+9% +$230K 0.22% 97
2022
Q4 		$2.79M Buy
5,738
+3,306
+136% +$1.54M 0.23% 97
2022
Q3 		$939K Buy
2,432
+278
+13% +$116K 0.09% 198
2022
Q2 		$926K Sell
2,154
-28
-1% -$12.3K 0.09% 199
2022
Q1 		$963K Sell
2,182
-171
-7% -$69.3K 0.08% 225
2021
Q4 		$836K Buy
+2,353
New +$814K 0.06% 247

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

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

Axxcess Wealth Management reduced its Lockheed Martin (LMT) stake by 4.8% in Q2 2026, selling an estimated $218K and leaving 8,005 shares worth $4.08M. The position accounts for 0.06% of the portfolio, ranked #261.

Axxcess Wealth Management first reported a position in LMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.08M in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Axxcess Wealth Management held 8,005 shares of Lockheed Martin worth $4.08M as of Q2 2026.
  • Axxcess Wealth Management sold 404 Lockheed Martin shares in Q2 2026, an estimated $218K.
  • Lockheed Martin made up 0.06% of Axxcess Wealth Management's portfolio in Q2 2026, its #261 holding.
  • Axxcess Wealth Management first reported a position in Lockheed Martin in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's Lockheed Martin position peaked at $5.08M in Q1 2026.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.