Betterment LLC’s Lockheed Martin LMT Stock Holding History

Betterment LLC’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	$345K	Buy	677 +27	+4%	+$14.6K	﹤0.01%	555
2026 Q1	$393K	Sell	650 -79	-11%	-$48.7K	﹤0.01%	484
2025 Q4	$353K	Buy	729 +145	+25%	+$69.4K	﹤0.01%	462
2025 Q3	$292K	Buy	584 +72	+14%	+$32.7K	﹤0.01%	459
2025 Q2	$237K	Buy	512 +9	+2%	+$4.21K	﹤0.01%	472
2025 Q1	$225K	Sell	503 -766	-60%	-$353K	﹤0.01%	441
2024 Q4	$617K	Sell	1,269 -162	-11%	-$88.3K	﹤0.01%	300
2024 Q3	$837K	Buy	1,431 +2	+0.1%	+$1.07K	﹤0.01%	255
2024 Q2	$667K	Sell	1,429 -1	-0.1%	-$462	﹤0.01%	258
2024 Q1	$650K	Buy	+1,430	New	+$627K	﹤0.01%	234

Other funds holding LMT

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Betterment LLC's LMT Position: Q2 2026 in Review

Betterment LLC increased its Lockheed Martin (LMT) stake by 4.2% in Q2 2026, buying an estimated $14.6K and bringing the position to 677 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Betterment LLC first reported a position in LMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $837K in Q3 2024. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Betterment LLC held 677 shares of Lockheed Martin worth $345K as of Q2 2026.
Betterment LLC bought 27 Lockheed Martin shares in Q2 2026, an estimated $14.6K.
Lockheed Martin made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #555 holding.
Betterment LLC first reported a position in Lockheed Martin in Q1 2024 and has held it in 10 quarters since.
Betterment LLC's Lockheed Martin position peaked at $837K in Q3 2024.
2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.