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Balboa Wealth Partners’s Lockheed Martin LMT Stock Holding History

Balboa Wealth Partners’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 		$1.16M Sell
2,270
-199
-8% -$108K 0.16% 109
2026
Q1 		$1.49M Buy
2,469
+843
+52% +$519K 0.25% 70
2025
Q4 		$787K Buy
1,626
+239
+17% +$114K 0.13% 126
2025
Q3 		$692K Buy
1,387
+19
+1% +$8.62K 0.12% 136
2025
Q2 		$633K Buy
1,368
+59
+5% +$27.6K 0.13% 136
2025
Q1 		$585K Sell
1,309
-44
-3% -$20.3K 0.14% 119
2024
Q4 		$658K Sell
1,353
-203
-13% -$111K 0.15% 110
2024
Q3 		$909K Buy
1,556
+183
+13% +$98.3K 0.23% 87
2024
Q2 		$642K Sell
1,373
-369
-21% -$171K 0.17% 108
2024
Q1 		$792K Buy
1,742
+589
+51% +$258K 0.23% 78
2023
Q4 		$522K Buy
1,153
+114
+11% +$50.5K 0.17% 108
2023
Q3 		$425K Sell
1,039
-285
-22% -$126K 0.16% 115
2023
Q2 		$609K Sell
1,324
-2
-0.2% -$928 0.21% 89
2023
Q1 		$627K Buy
1,326
+27
+2% +$12.7K 0.24% 81
2022
Q4 		$632K Sell
1,299
-55
-4% -$25.6K 0.28% 88
2022
Q3 		$523K Buy
+1,354
New +$565K 0.23% 85

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

Balboa Wealth Partners's LMT Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Lockheed Martin (LMT) stake by 8.1% in Q2 2026, selling an estimated $108K and leaving 2,270 shares worth $1.16M. The position accounts for 0.16% of the portfolio, ranked #109.

Balboa Wealth Partners first reported a position in LMT in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.49M in Q1 2026. 2,771 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Balboa Wealth Partners held 2,270 shares of Lockheed Martin worth $1.16M as of Q2 2026.
  • Balboa Wealth Partners sold 199 Lockheed Martin shares in Q2 2026, an estimated $108K.
  • Lockheed Martin made up 0.16% of Balboa Wealth Partners's portfolio in Q2 2026, its #109 holding.
  • Balboa Wealth Partners first reported a position in Lockheed Martin in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's Lockheed Martin position peaked at $1.49M in Q1 2026.
  • 2,771 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.