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Consilium Wealth Advisory’s Lockheed Martin LMT Stock Holding History

Consilium Wealth Advisory’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 		– Sell
-377
Closed -$228K – 107
2026
Q1 		$228K Buy
+377
New +$232K 0.08% 96
2025
Q1 		– Sell
-593
Closed -$288K – 91
2024
Q4 		$288K Sell
593
-41
-6% -$22.4K 0.14% 78
2024
Q3 		$371K Sell
634
-7
-1% -$3.76K 0.2% 66
2024
Q2 		$299K Buy
+641
New +$296K 0.16% 72

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

Consilium Wealth Advisory's LMT Position: Q2 2026 in Review

Consilium Wealth Advisory sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 377 shares — an estimated $228K sold.

Consilium Wealth Advisory first reported a position in LMT in Q2 2024 and held it in 4 quarters. The position peaked at $371K in Q3 2024. 2,785 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Consilium Wealth Advisory reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Consilium Wealth Advisory sold 377 Lockheed Martin shares in Q2 2026, an estimated $228K.
  • Consilium Wealth Advisory first reported a position in Lockheed Martin in Q2 2024 and held it in 4 quarters.
  • Consilium Wealth Advisory's Lockheed Martin position peaked at $371K in Q3 2024.
  • 2,785 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Consilium Wealth Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.