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Castle Wealth Management’s Lockheed Martin LMT Stock Holding History

Castle 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 		$886K Buy
1,739
+58
+3% +$31.4K 0.26% 70
2026
Q1 		$1.02M Sell
1,681
-167
-9% -$103K 0.33% 65
2025
Q4 		$894K Sell
1,848
-18
-1% -$8.61K 0.3% 65
2025
Q3 		$932K Buy
1,866
+1
+0.1% +$454 0.31% 64
2025
Q2 		$864K Buy
1,865
+21
+1% +$9.83K 0.31% 65
2025
Q1 		$824K Buy
1,844
+71
+4% +$32.7K 0.32% 64
2024
Q4 		$861K Buy
1,773
+67
+4% +$36.5K 0.34% 63
2024
Q3 		$997K Buy
1,706
+109
+7% +$58.5K 0.4% 57
2024
Q2 		$746K Buy
1,597
+62
+4% +$28.7K 0.36% 62
2024
Q1 		$698K Buy
1,535
+193
+14% +$84.6K 0.37% 65
2023
Q4 		$608K Buy
1,342
+210
+19% +$93K 0.36% 67
2023
Q3 		$463K Buy
1,132
+302
+36% +$134K 0.33% 67
2023
Q2 		$382K Buy
830
+74
+10% +$34.3K 0.27% 77
2023
Q1 		$357K Buy
+756
New +$355K 0.28% 76
2022
Q4 		– Sell
-22
Closed -$9K – 390
2022
Q3 		$9K Hold
22
– – 0.01% 433
2022
Q2 		$10K Buy
+22
New +$9.66K 0.01% 400

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

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

Castle Wealth Management increased its Lockheed Martin (LMT) stake by 3.5% in Q2 2026, buying an estimated $31.4K and bringing the position to 1,739 shares worth $886K. The position accounts for 0.26% of the portfolio, ranked #70.

Castle Wealth Management first reported a position in LMT in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.02M in Q1 2026. 2,784 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Castle Wealth Management held 1,739 shares of Lockheed Martin worth $886K as of Q2 2026.
  • Castle Wealth Management bought 58 Lockheed Martin shares in Q2 2026, an estimated $31.4K.
  • Lockheed Martin made up 0.26% of Castle Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Castle Wealth Management first reported a position in Lockheed Martin in Q2 2022 and has held it in 16 quarters since.
  • Castle Wealth Management's Lockheed Martin position peaked at $1.02M in Q1 2026.
  • 2,784 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.