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Dakota Wealth Management’s Lockheed Martin LMT Stock Holding History

Dakota 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 		$3.92M Sell
7,696
-320
-4% -$173K 0.07% 217
2026
Q1 		$4.84M Sell
8,016
-148
-2% -$91.2K 0.1% 179
2025
Q4 		$3.95M Buy
8,164
+1,388
+20% +$664K 0.07% 201
2025
Q3 		$3.38M Sell
6,776
-549
-7% -$249K 0.07% 195
2025
Q2 		$3.39M Sell
7,325
-16
-0.2% -$7.49K 0.07% 202
2025
Q1 		$3.28M Sell
7,341
-249
-3% -$115K 0.08% 192
2024
Q4 		$3.69M Sell
7,590
-355
-4% -$194K 0.08% 186
2024
Q3 		$4.64M Buy
7,945
+123
+2% +$66K 0.1% 169
2024
Q2 		$3.65M Sell
7,822
-95
-1% -$43.9K 0.09% 201
2024
Q1 		$3.6M Buy
7,917
+2,331
+42% +$1.02M 0.09% 194
2023
Q4 		$2.53M Buy
5,586
+350
+7% +$155K 0.1% 196
2023
Q3 		$2.14M Buy
5,236
+390
+8% +$173K 0.09% 197
2023
Q2 		$2.23M Buy
4,846
+270
+6% +$125K 0.11% 164
2023
Q1 		$2.16M Buy
4,576
+186
+4% +$87.2K 0.14% 149
2022
Q4 		$2.14M Buy
4,390
+18
+0.4% +$8.36K 0.15% 147
2022
Q3 		$1.69M Buy
4,372
+2,239
+105% +$935K 0.14% 164
2022
Q2 		$917K Buy
2,133
+156
+8% +$68.5K 0.08% 194
2022
Q1 		$873K Buy
1,977
+899
+83% +$364K 0.07% 208
2021
Q4 		$383K Buy
1,078
+142
+15% +$49.1K 0.04% 277
2021
Q3 		$323K Sell
936
-364
-28% -$132K 0.04% 276
2021
Q2 		$492K Buy
1,300
+7
+0.5% +$2.69K 0.06% 226
2021
Q1 		$477K Buy
1,293
+18
+1% +$6.17K 0.06% 215
2020
Q4 		$452K Buy
1,275
+250
+24% +$91.9K 0.06% 215
2020
Q3 		$393K Buy
1,025
+178
+21% +$67.9K 0.06% 204
2020
Q2 		$309K Buy
847
+212
+33% +$80.1K 0.05% 214
2020
Q1 		$215K Buy
+635
New +$250K 0.05% 226

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

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

Dakota Wealth Management reduced its Lockheed Martin (LMT) stake by 4% in Q2 2026, selling an estimated $173K and leaving 7,696 shares worth $3.92M. The position accounts for 0.07% of the portfolio, ranked #217.

Dakota Wealth Management first reported a position in LMT in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.84M in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Dakota Wealth Management held 7,696 shares of Lockheed Martin worth $3.92M as of Q2 2026.
  • Dakota Wealth Management sold 320 Lockheed Martin shares in Q2 2026, an estimated $173K.
  • Lockheed Martin made up 0.07% of Dakota Wealth Management's portfolio in Q2 2026, its #217 holding.
  • Dakota Wealth Management first reported a position in Lockheed Martin in Q1 2020 and has held it in 26 quarters since.
  • Dakota Wealth Management's Lockheed Martin position peaked at $4.84M in Q1 2026.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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