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Darden Wealth Group’s Lockheed Martin LMT Stock Holding History

Darden Wealth Group’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 		$321K Hold
630
– – 0.13% 118
2026
Q1 		$381K Hold
630
– – 0.19% 99
2025
Q4 		$305K Sell
630
-57
-8% -$27.3K 0.15% 111
2025
Q3 		$343K Sell
687
-11
-2% -$4.99K 0.18% 101
2025
Q2 		$323K Hold
698
– – 0.19% 100
2025
Q1 		$312K Buy
698
+43
+7% +$19.8K 0.24% 80
2024
Q4 		$318K Buy
655
+165
+34% +$89.9K 0.21% 80
2024
Q3 		$286K Hold
490
– – 0.21% 84
2024
Q2 		$229K Hold
490
– – 0.14% 94
2024
Q1 		$224K Hold
490
– – 0.18% 97
2023
Q4 		$222K Buy
+490
New +$217K 0.21% 88

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

Darden Wealth Group's LMT Position: Q2 2026 in Review

Darden Wealth Group held its Lockheed Martin (LMT) position steady in Q2 2026 at 630 shares worth $321K. The position accounts for 0.13% of the portfolio, ranked #118.

Darden Wealth Group first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $381K in Q1 2026. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Darden Wealth Group held 630 shares of Lockheed Martin worth $321K as of Q2 2026.
  • Darden Wealth Group left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.13% of Darden Wealth Group's portfolio in Q2 2026, its #118 holding.
  • Darden Wealth Group first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
  • Darden Wealth Group's Lockheed Martin position peaked at $381K in Q1 2026.
  • 2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Darden Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.