Crestmont Private Wealth’s Lockheed Martin LMT Stock Holding History

Crestmont 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	$421K	Buy	826 +21	+3%	+$11.4K	0.12%	65
2026 Q1	$487K	Buy	805 +102	+15%	+$62.8K	0.15%	61
2025 Q4	$340K	Buy	703 +46	+7%	+$22K	0.11%	64
2025 Q3	$328K	Buy	657 +69	+12%	+$31.3K	0.11%	62
2025 Q2	$273K	Buy	588 +3	+0.5%	+$1.4K	0.1%	63
2025 Q1	$261K	Buy	585 +105	+22%	+$48.3K	0.11%	61
2024 Q4	$233K	Sell	480 -120	-20%	-$65.4K	0.11%	64
2024 Q3	$351K	Buy	600 +9	+2%	+$4.83K	0.15%	52
2024 Q2	$276K	Buy	+591	New	+$273K	0.13%	62

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

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

Crestmont Private Wealth increased its Lockheed Martin (LMT) stake by 2.6% in Q2 2026, buying an estimated $11.4K and bringing the position to 826 shares worth $421K. The position accounts for 0.12% of the portfolio, ranked #65.

Crestmont Private Wealth first reported a position in LMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $487K in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Crestmont Private Wealth held 826 shares of Lockheed Martin worth $421K as of Q2 2026.
Crestmont Private Wealth bought 21 Lockheed Martin shares in Q2 2026, an estimated $11.4K.
Lockheed Martin made up 0.12% of Crestmont Private Wealth's portfolio in Q2 2026, its #65 holding.
Crestmont Private Wealth first reported a position in Lockheed Martin in Q2 2024 and has held it in 9 quarters since.
Crestmont Private Wealth's Lockheed Martin position peaked at $487K in Q1 2026.
2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.