CWM
LMT icon

Circle Wealth Management’s Lockheed Martin LMT Stock Holding History

Circle 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 		$391K Buy
768
+23
+3% +$12.4K ﹤0.01% 208
2026
Q1 		$450K Buy
+745
New +$459K 0.01% 205
2018
Q2 		– Sell
-611
Closed -$207K – 102
2018
Q1 		$207K Buy
+611
New +$208K 0.07% 93

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Circle Wealth Management increased its Lockheed Martin (LMT) stake by 3.1% in Q2 2026, buying an estimated $12.4K and bringing the position to 768 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #208.

Circle Wealth Management first reported a position in LMT in Q1 2018 and has held it in 3 quarters since. The position peaked at $450K in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Circle Wealth Management held 768 shares of Lockheed Martin worth $391K as of Q2 2026.
  • Circle Wealth Management bought 23 Lockheed Martin shares in Q2 2026, an estimated $12.4K.
  • Lockheed Martin made up ﹤0.01% of Circle Wealth Management's portfolio in Q2 2026, its #208 holding.
  • Circle Wealth Management first reported a position in Lockheed Martin in Q1 2018 and has held it in 3 quarters since.
  • Circle Wealth Management's Lockheed Martin position peaked at $450K in Q1 2026.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.