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Chancellor Financial Group WB’s Lockheed Martin LMT Stock Holding History

Chancellor Financial Group WB’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 		$205K Buy
403
+67
+20% +$36.2K 0.13% 143
2026
Q1 		$203K Buy
+336
New +$207K 0.14% 135
2025
Q1 		– Sell
-430
Closed -$209K – 135
2024
Q4 		$209K Buy
+430
New +$234K 0.17% 121

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

Chancellor Financial Group WB's LMT Position: Q2 2026 in Review

Chancellor Financial Group WB increased its Lockheed Martin (LMT) stake by 20% in Q2 2026, buying an estimated $36.2K and bringing the position to 403 shares worth $205K. The position accounts for 0.13% of the portfolio, ranked #143.

Chancellor Financial Group WB first reported a position in LMT in Q4 2024 and has held it in 3 quarters since. The position peaked at $209K in Q4 2024. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Chancellor Financial Group WB held 403 shares of Lockheed Martin worth $205K as of Q2 2026.
  • Chancellor Financial Group WB bought 67 Lockheed Martin shares in Q2 2026, an estimated $36.2K.
  • Lockheed Martin made up 0.13% of Chancellor Financial Group WB's portfolio in Q2 2026, its #143 holding.
  • Chancellor Financial Group WB first reported a position in Lockheed Martin in Q4 2024 and has held it in 3 quarters since.
  • Chancellor Financial Group WB's Lockheed Martin position peaked at $209K in Q4 2024.
  • 2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.