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CrossGen Wealth’s Lockheed Martin LMT Stock Holding History

CrossGen 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 		$161K Sell
315
-115
-27% -$62.2K 0.12% 71
2026
Q1 		$260K Buy
430
+2
+0.5% +$1.23K 0.23% 59
2025
Q4 		$207K Buy
+428
New +$205K 0.18% 66

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

CrossGen Wealth's LMT Position: Q2 2026 in Review

CrossGen Wealth reduced its Lockheed Martin (LMT) stake by 27% in Q2 2026, selling an estimated $62.2K and leaving 315 shares worth $161K. The position accounts for 0.12% of the portfolio, ranked #71.

CrossGen Wealth first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $260K in Q1 2026. 2,764 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • CrossGen Wealth held 315 shares of Lockheed Martin worth $161K as of Q2 2026.
  • CrossGen Wealth sold 115 Lockheed Martin shares in Q2 2026, an estimated $62.2K.
  • Lockheed Martin made up 0.12% of CrossGen Wealth's portfolio in Q2 2026, its #71 holding.
  • CrossGen Wealth first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • CrossGen Wealth's Lockheed Martin position peaked at $260K in Q1 2026.
  • 2,764 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on CrossGen Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.