BWS
LMT icon

Buck Wealth Strategies’s Lockheed Martin LMT Stock Holding History

Buck Wealth Strategies’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 		$13.1M Buy
25,660
+2,060
+9% +$1.11M 1.37% 24
2026
Q1 		$14.3M Sell
23,600
-1,691
-7% -$1.04M 1.76% 17
2025
Q4 		$12.2M Buy
25,291
+1,932
+8% +$925K 1.55% 23
2025
Q3 		$11.7M Buy
23,359
+827
+4% +$375K 1.6% 19
2025
Q2 		$10.4M Buy
22,532
+2,361
+12% +$1.11M 1.59% 26
2025
Q1 		$9.01M Buy
20,171
+3,831
+23% +$1.76M 1.64% 27
2024
Q4 		$7.94M Buy
16,340
+4,014
+33% +$2.19M 1.65% 33
2024
Q3 		$7.21M Sell
12,326
-1,825
-13% -$980K 2.27% 18
2024
Q2 		$6.61M Buy
+14,151
New +$6.54M 1.95% 30
2024
Q1 		– Sell
-12,214
Closed -$5.54M – 91
2023
Q4 		$5.54M Sell
12,214
-95
-0.8% -$42.1K 2.05% 31
2023
Q3 		$5.03M Buy
12,309
+275
+2% +$122K 2.02% 30
2023
Q2 		$5.54M Buy
12,034
+706
+6% +$328K 2.4% 16
2023
Q1 		$5.35M Buy
+11,328
New +$5.31M 2.61% 8
2022
Q3 		$4.44M Buy
+10,844
New +$4.53M 2.07% 31

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

Buck Wealth Strategies's LMT Position: Q2 2026 in Review

Buck Wealth Strategies increased its Lockheed Martin (LMT) stake by 8.7% in Q2 2026, buying an estimated $1.11M and bringing the position to 25,660 shares worth $13.1M. The position accounts for 1.37% of the portfolio, ranked #24.

Buck Wealth Strategies first reported a position in LMT in Q3 2022 and has held it in 14 quarters since. The position peaked at $14.3M in Q1 2026. 2,785 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Buck Wealth Strategies held 25,660 shares of Lockheed Martin worth $13.1M as of Q2 2026.
  • Buck Wealth Strategies bought 2,060 Lockheed Martin shares in Q2 2026, an estimated $1.11M.
  • Lockheed Martin made up 1.37% of Buck Wealth Strategies's portfolio in Q2 2026, its #24 holding.
  • Buck Wealth Strategies first reported a position in Lockheed Martin in Q3 2022 and has held it in 14 quarters since.
  • Buck Wealth Strategies's Lockheed Martin position peaked at $14.3M in Q1 2026.
  • 2,785 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.