Broadway Wealth Solutions’s Lockheed Martin LMT Stock Holding History

Broadway Wealth Solutions’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	$249K	Buy	489 +35	+8%	+$18.9K	0.12%	79
2026 Q1	$275K	Sell	454 -30	-6%	-$18.5K	0.14%	76
2025 Q4	$234K	Buy	484 +17	+4%	+$8.14K	0.13%	85
2025 Q3	$233K	Sell	467 -44	-9%	-$20K	0.13%	85
2025 Q2	$237K	Buy	511 +22	+4%	+$10.3K	0.15%	84
2025 Q1	$219K	Sell	489 -31	-6%	-$14.3K	0.16%	83
2024 Q4	$253K	Buy	+520	New	+$283K	0.19%	80

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

Broadway Wealth Solutions's LMT Position: Q2 2026 in Review

Broadway Wealth Solutions increased its Lockheed Martin (LMT) stake by 7.7% in Q2 2026, buying an estimated $18.9K and bringing the position to 489 shares worth $249K. The position accounts for 0.12% of the portfolio, ranked #79.

Broadway Wealth Solutions first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $275K in Q1 2026. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Broadway Wealth Solutions held 489 shares of Lockheed Martin worth $249K as of Q2 2026.
Broadway Wealth Solutions bought 35 Lockheed Martin shares in Q2 2026, an estimated $18.9K.
Lockheed Martin made up 0.12% of Broadway Wealth Solutions's portfolio in Q2 2026, its #79 holding.
Broadway Wealth Solutions first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
Broadway Wealth Solutions's Lockheed Martin position peaked at $275K in Q1 2026.
2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.