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Commonwealth Financial Services’s Lockheed Martin LMT Stock Holding History

Commonwealth Financial Services’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 		$2.07M Sell
4,058
-17
-0.4% -$9.19K 0.28% 68
2026
Q1 		$2.46M Buy
4,075
+44
+1% +$27.1K 0.39% 48
2025
Q4 		$1.95M Sell
4,031
-10
-0.2% -$4.79K 0.32% 57
2025
Q3 		$2.02M Sell
4,041
-81
-2% -$36.8K 0.35% 54
2025
Q2 		$1.91M Buy
4,122
+28
+0.7% +$13.1K 0.37% 55
2025
Q1 		$1.83M Sell
4,094
-22
-0.5% -$10.1K 0.37% 53
2024
Q4 		$2M Buy
4,116
+14
+0.3% +$7.63K 0.39% 50
2024
Q3 		$2.49M Buy
4,102
+3
+0.1% +$1.61K 0.49% 43
2024
Q2 		$1.89M Sell
4,099
-13
-0.3% -$6.01K 0.39% 45
2024
Q1 		$1.86M Hold
4,112
– – 0.44% 42
2023
Q4 		$1.86M Sell
4,112
-28
-0.7% -$12.4K 0.44% 42
2023
Q3 		$1.69M Buy
+4,140
New +$1.84M 0.5% 43
2017
Q1 		$248K Sell
929
-94
-9% -$24.6K 0.27% 45
2016
Q4 		$264K Sell
1,023
-655
-39% -$164K 0.26% 46
2016
Q3 		$402K Sell
1,678
-97
-5% -$24.3K 0.38% 31
2016
Q2 		$441K Hold
1,775
– – 0.52% 22
2016
Q1 		$393K Sell
1,775
-643
-27% -$138K 0.58% 13
2015
Q4 		$525K Sell
2,418
-208
-8% -$45.1K 1.78% 12
2015
Q3 		$544K Sell
2,626
-10
-0.4% -$2.04K 0.63% 12
2015
Q2 		$490K Sell
2,636
-44
-2% -$8.47K 0.53% 16
2015
Q1 		$544K Sell
2,680
-21
-0.8% -$4.15K 0.48% 15
2014
Q4 		$520K Buy
+2,701
New +$501K 0.47% 19

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

Commonwealth Financial Services's LMT Position: Q2 2026 in Review

Commonwealth Financial Services reduced its Lockheed Martin (LMT) stake by 0.42% in Q2 2026, selling an estimated $9.19K and leaving 4,058 shares worth $2.07M. The position accounts for 0.28% of the portfolio, ranked #68.

Commonwealth Financial Services first reported a position in LMT in Q4 2014 and has held it in 22 quarters since. The position peaked at $2.49M in Q3 2024. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Commonwealth Financial Services held 4,058 shares of Lockheed Martin worth $2.07M as of Q2 2026.
  • Commonwealth Financial Services sold 17 Lockheed Martin shares in Q2 2026, an estimated $9.19K.
  • Lockheed Martin made up 0.28% of Commonwealth Financial Services's portfolio in Q2 2026, its #68 holding.
  • Commonwealth Financial Services first reported a position in Lockheed Martin in Q4 2014 and has held it in 22 quarters since.
  • Commonwealth Financial Services's Lockheed Martin position peaked at $2.49M in Q3 2024.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.