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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
New +$726K 0.3% 80

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

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

Bullock Wealth Management opened a new position in Lockheed Martin (LMT) in Q2 2026: 1,343 shares worth $701K. The stake represents 0.3% of the portfolio and ranks #80 among its holdings.

2,755 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.
  • Lockheed Martin was a new Bullock Wealth Management position in Q2 2026.
  • Lockheed Martin made up 0.3% of Bullock Wealth Management's portfolio in Q2 2026, its #80 holding.
  • 2,755 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.