CWM
LMT icon

Consultiva Wealth Management’s Lockheed Martin LMT Stock Holding History

Consultiva 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 		$5.09K Hold
10
– – 0.01% 248
2026
Q1 		$6.04K Hold
10
– – 0.02% 221
2025
Q4 		$4.84K Hold
10
– – 0.01% 227
2025
Q3 		$4.99K Hold
10
– – 0.01% 232
2025
Q2 		$4.63K Hold
10
– – 0.01% 241
2025
Q1 		$4.47K Buy
+10
New +$4.6K 0.02% 243

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

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

Consultiva Wealth Management held its Lockheed Martin (LMT) position steady in Q2 2026 at 10 shares worth $5.09K. The position accounts for 0.01% of the portfolio, ranked #248.

Consultiva Wealth Management first reported a position in LMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.04K in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Consultiva Wealth Management held 10 shares of Lockheed Martin worth $5.09K as of Q2 2026.
  • Consultiva Wealth Management left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.01% of Consultiva Wealth Management's portfolio in Q2 2026, its #248 holding.
  • Consultiva Wealth Management first reported a position in Lockheed Martin in Q1 2025 and has held it in 6 quarters since.
  • Consultiva Wealth Management's Lockheed Martin position peaked at $6.04K in Q1 2026.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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