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Capstone Wealth Management Group (Oregon)’s Lockheed Martin LMT Stock Holding History

Capstone Wealth Management Group (Oregon)’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
-1,680
Closed -$1.02M – 133
2026
Q1 		$1.02M Buy
1,680
+1
+0.1% +$616 0.62% 41
2025
Q4 		$812K Buy
1,679
+1
+0.1% +$479 0.49% 48
2025
Q3 		$838K Buy
1,678
+1
+0.1% +$454 0.53% 45
2025
Q2 		$777K Buy
1,677
+1
+0.1% +$468 0.57% 46
2025
Q1 		$749K Sell
1,676
-79
-5% -$36.4K 0.6% 44
2024
Q4 		$853K Buy
+1,755
New +$957K 0.65% 43

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

Capstone Wealth Management Group (Oregon)'s LMT Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 1,680 shares — an estimated $1.02M sold.

Capstone Wealth Management Group (Oregon) first reported a position in LMT in Q4 2024 and held it in 6 quarters. The position peaked at $1.02M in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Capstone Wealth Management Group (Oregon) reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Capstone Wealth Management Group (Oregon) sold 1,680 Lockheed Martin shares in Q2 2026, an estimated $1.02M.
  • Capstone Wealth Management Group (Oregon) first reported a position in Lockheed Martin in Q4 2024 and held it in 6 quarters.
  • Capstone Wealth Management Group (Oregon)'s Lockheed Martin position peaked at $1.02M in Q1 2026.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.