Corient Private Wealth
LMT icon

Corient Private Wealth’s Lockheed Martin LMT Stock Holding History

Corient Private Wealth’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 		$92.1M Buy
180,813
+6,666
+4% +$3.6M 0.13% 158
2026
Q1 		$104M Sell
174,147
-20,179
-10% -$12.4M 0.15% 141
2025
Q4 		$94.1M Buy
194,326
+9,585
+5% +$4.59M 0.13% 157
2025
Q3 		$92.2M Sell
184,741
-18,133
-9% -$8.23M 0.15% 150
2025
Q2 		$94M Sell
202,874
-6,840
-3% -$3.2M 0.13% 164
2025
Q1 		$93.7M Sell
209,714
-62,906
-23% -$29M 0.15% 149
2024
Q4 		$132M Sell
272,620
-10,852
-4% -$5.92M 0.22% 103
2024
Q3 		$166M Sell
283,472
-3,591
-1% -$1.93M 0.26% 88
2024
Q2 		$134M Sell
287,063
-3,541
-1% -$1.64M 0.23% 97
2024
Q1 		$132M Sell
290,604
-283,413
-49% -$124M 0.24% 99
2023
Q4 		$260M Buy
574,017
+274,680
+92% +$122M 0.48% 40
2023
Q3 		$122M Buy
299,337
+485
+0.2% +$215K 0.28% 83
2023
Q2 		$138M Buy
298,852
+93,034
+45% +$43.2M 0.32% 71
2023
Q1 		$97.3M Buy
205,818
+46,711
+29% +$21.9M 0.26% 102
2022
Q4 		$77.4M Buy
+159,107
New +$73.9M 0.28% 91

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

Corient Private Wealth's LMT Position: Q2 2026 in Review

Corient Private Wealth increased its Lockheed Martin (LMT) stake by 3.8% in Q2 2026, buying an estimated $3.6M and bringing the position to 180,813 shares worth $92.1M. The position accounts for 0.13% of the portfolio, ranked #158.

Corient Private Wealth first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $260M in Q4 2023. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Corient Private Wealth held 180,813 shares of Lockheed Martin worth $92.1M as of Q2 2026.
  • Corient Private Wealth bought 6,666 Lockheed Martin shares in Q2 2026, an estimated $3.6M.
  • Lockheed Martin made up 0.13% of Corient Private Wealth's portfolio in Q2 2026, its #158 holding.
  • Corient Private Wealth first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Lockheed Martin position peaked at $260M in Q4 2023.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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