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Canvas Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Canvas Wealth Advisors’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 		– Sell
-364
Closed -$220K – 262
2026
Q1 		$220K Buy
+364
New +$224K 0.04% 225
2024
Q4 		– Sell
-351
Closed -$205K – 189
2024
Q3 		$205K Buy
+351
New +$188K 0.06% 167

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

Canvas Wealth Advisors's LMT Position: Q2 2026 in Review

Canvas Wealth Advisors sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 364 shares — an estimated $220K sold.

Canvas Wealth Advisors first reported a position in LMT in Q3 2024 and held it in 2 quarters. The position peaked at $220K in Q1 2026. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Canvas Wealth Advisors reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Canvas Wealth Advisors sold 364 Lockheed Martin shares in Q2 2026, an estimated $220K.
  • Canvas Wealth Advisors first reported a position in Lockheed Martin in Q3 2024 and held it in 2 quarters.
  • Canvas Wealth Advisors's Lockheed Martin position peaked at $220K in Q1 2026.
  • 2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.