Bullock Wealth Management’s Lockheed Martin LMT Stock Holding History

Bullock Wealth Management’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	$701K	Buy	1,343 +131	+11%	+$70.8K	0.3%	80
2026 Q1	$749K	Sell	1,212 -63	-5%	-$38.8K	0.38%	64
2025 Q4	$617K	Buy	1,275 +83	+7%	+$39.7K	0.3%	79
2025 Q3	$595K	Sell	1,192 -13	-1%	-$5.9K	0.3%	78
2025 Q2	$561K	Buy	1,205 +2	+0.2%	+$936	0.3%	80
2025 Q1	$540K	Buy	1,203 +161	+15%	+$74.1K	0.3%	82
2024 Q4	$506K	Buy	1,042 +158	+18%	+$86.1K	0.3%	73
2024 Q3	$535K	Buy	884 +221	+33%	+$119K	0.32%	76
2024 Q2	$309K	Buy	663 +34	+5%	+$15.7K	0.2%	101
2024 Q1	$285K	Buy	+629	New	+$276K	0.19%	111

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

Bullock Wealth Management's LMT Position: Q2 2026 in Review

Bullock Wealth Management increased its Lockheed Martin (LMT) stake by 11% in Q2 2026, buying an estimated $70.8K and bringing the position to 1,343 shares worth $701K. The position accounts for 0.3% of the portfolio, ranked #80.

Bullock Wealth Management first reported a position in LMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $749K in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Bullock Wealth Management held 1,343 shares of Lockheed Martin worth $701K as of Q2 2026.
Bullock Wealth Management bought 131 Lockheed Martin shares in Q2 2026, an estimated $70.8K.
Lockheed Martin made up 0.3% of Bullock Wealth Management's portfolio in Q2 2026, its #80 holding.
Bullock Wealth Management first reported a position in Lockheed Martin in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's Lockheed Martin position peaked at $749K in Q1 2026.
2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.