Benchmark Financial Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Benchmark Financial Wealth Advisors’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	$444K	Sell	871 -11	-1%	-$5.95K	0.11%	89
2026 Q1	$533K	Buy	882 +174	+25%	+$107K	0.15%	74
2025 Q4	$342K	Buy	708 +43	+6%	+$20.6K	0.1%	91
2025 Q3	$332K	Sell	665 -54	-8%	-$24.5K	0.1%	89
2025 Q2	$333K	Buy	719 +61	+9%	+$28.6K	0.11%	85
2025 Q1	$294K	Buy	658 +158	+32%	+$72.7K	0.11%	83
2024 Q4	$243K	Sell	500 -169	-25%	-$92.1K	0.08%	88
2024 Q3	$391K	Buy	+669	New	+$359K	0.13%	65

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Benchmark Financial Wealth Advisors's LMT Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its Lockheed Martin (LMT) stake by 1.2% in Q2 2026, selling an estimated $5.95K and leaving 871 shares worth $444K. The position accounts for 0.11% of the portfolio, ranked #89.

Benchmark Financial Wealth Advisors first reported a position in LMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $533K in Q1 2026. 2,771 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Benchmark Financial Wealth Advisors held 871 shares of Lockheed Martin worth $444K as of Q2 2026.
Benchmark Financial Wealth Advisors sold 11 Lockheed Martin shares in Q2 2026, an estimated $5.95K.
Lockheed Martin made up 0.11% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #89 holding.
Benchmark Financial Wealth Advisors first reported a position in Lockheed Martin in Q3 2024 and has held it in 8 quarters since.
Benchmark Financial Wealth Advisors's Lockheed Martin position peaked at $533K in Q1 2026.
2,771 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.