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Capital Wealth Planning’s Lockheed Martin LMT Stock Holding History

Capital Wealth Planning’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 		$824K Sell
1,617
-10
-0.6% -$5.41K ﹤0.01% 135
2026
Q1 		$983K Buy
+1,627
New +$1M 0.01% 129
2025
Q1 		– Sell
-716
Closed -$348K – 154
2024
Q4 		$348K Buy
716
+354
+98% +$193K ﹤0.01% 110
2024
Q3 		$212K Buy
+362
New +$194K ﹤0.01% 131
2024
Q2 		– Sell
-1,021
Closed -$465K – 139
2024
Q1 		$465K Sell
1,021
-314
-24% -$138K 0.01% 111
2023
Q4 		$605K Sell
1,335
-440,742
-100% -$195M 0.01% 107
2023
Q3 		$181M Sell
442,077
-91,891
-17% -$40.8M 2.22% 20
2023
Q2 		$246M Buy
533,968
+7,004
+1% +$3.25M 3.03% 17
2023
Q1 		$210M Buy
526,964
+41,124
+8% +$19.3M 2.84% 23
2022
Q4 		$236M Buy
485,840
+54,778
+13% +$25.5M 3.46% 14
2022
Q3 		$167M Buy
431,062
+174,011
+68% +$72.7M 3.04% 19
2022
Q2 		$111M Buy
+257,051
New +$113M 2.16% 19
2021
Q4 		– Sell
-1,645
Closed -$568K – 119
2021
Q3 		$568K Sell
1,645
-369,598
-100% -$134M 0.02% 71
2021
Q2 		$141M Buy
371,243
+45,052
+14% +$17.3M 3.95% 12
2021
Q1 		$121M Buy
+326,191
New +$112M 3.94% 13
2020
Q2 		– Sell
-1,378
Closed -$467K – 156
2020
Q1 		$467K Buy
1,378
+3
+0.2% +$1.18K 0.03% 130
2019
Q4 		$535K Sell
1,375
-16
-1% -$6.14K 0.03% 119
2019
Q3 		$521K Sell
1,391
-1,503
-52% -$565K 0.03% 132
2019
Q2 		$1.05M Buy
+2,894
New +$968K 0.08% 77

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

Capital Wealth Planning's LMT Position: Q2 2026 in Review

Capital Wealth Planning reduced its Lockheed Martin (LMT) stake by 0.61% in Q2 2026, selling an estimated $5.41K and leaving 1,617 shares worth $824K. The position accounts for ﹤0.01% of the portfolio, ranked #135.

Capital Wealth Planning first reported a position in LMT in Q2 2019 and has held it in 19 quarters since. The position peaked at $246M in Q2 2023. 2,777 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Capital Wealth Planning held 1,617 shares of Lockheed Martin worth $824K as of Q2 2026.
  • Capital Wealth Planning sold 10 Lockheed Martin shares in Q2 2026, an estimated $5.41K.
  • Lockheed Martin made up ﹤0.01% of Capital Wealth Planning's portfolio in Q2 2026, its #135 holding.
  • Capital Wealth Planning first reported a position in Lockheed Martin in Q2 2019 and has held it in 19 quarters since.
  • Capital Wealth Planning's Lockheed Martin position peaked at $246M in Q2 2023.
  • 2,777 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.