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

Capstone Wealth Management Group (Pennsylvania)’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	$528K	Buy	1,037 +7	+0.7%	+$3.78K	0.19%	63
2026 Q1	$622K	Buy	1,030 +6	+0.6%	+$3.7K	0.26%	56
2025 Q4	$495K	Buy	1,024 +7	+0.7%	+$3.35K	0.21%	53
2025 Q3	$508K	Buy	1,017 +7	+0.7%	+$3.18K	0.22%	52
2025 Q2	$468K	Buy	+1,010	New	+$473K	0.45%	35
2025 Q1	–	Sell	-1,522	Closed	-$739K	–	72
2024 Q4	$739K	Buy	1,522 +52	+4%	+$28.3K	0.4%	53
2024 Q3	$859K	Hold	1,470	–	–	0.51%	45
2024 Q2	$687K	Sell	1,470 -548	-27%	-$253K	0.45%	47
2024 Q1	$918K	Buy	2,018 +1,090	+117%	+$478K	0.66%	37
2023 Q4	$421K	Buy	+928	New	+$411K	0.4%	44

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Capstone Wealth Management Group (Pennsylvania) increased its Lockheed Martin (LMT) stake by 0.68% in Q2 2026, buying an estimated $3.78K and bringing the position to 1,037 shares worth $528K. The position accounts for 0.19% of the portfolio, ranked #63.

Capstone Wealth Management Group (Pennsylvania) first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $918K in Q1 2024. 2,784 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Capstone Wealth Management Group (Pennsylvania) held 1,037 shares of Lockheed Martin worth $528K as of Q2 2026.
Capstone Wealth Management Group (Pennsylvania) bought 7 Lockheed Martin shares in Q2 2026, an estimated $3.78K.
Lockheed Martin made up 0.19% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #63 holding.
Capstone Wealth Management Group (Pennsylvania) first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
Capstone Wealth Management Group (Pennsylvania)'s Lockheed Martin position peaked at $918K in Q1 2024.
2,784 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.