DWP
LMT icon

Daymark Wealth Partners’s Lockheed Martin LMT Stock Holding History

Daymark Wealth Partners’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 		$3.9M Sell
7,650
-335
-4% -$181K 0.1% 162
2026
Q1 		$4.83M Buy
7,985
+714
+10% +$440K 0.15% 119
2025
Q4 		$3.52M Sell
7,271
-2,443
-25% -$1.17M 0.11% 140
2025
Q3 		$4.85M Buy
9,714
+722
+8% +$328K 0.16% 114
2025
Q2 		$4.16M Buy
8,992
+110
+1% +$51.5K 0.16% 117
2025
Q1 		$3.97M Sell
8,882
-13,175
-60% -$6.06M 0.17% 110
2024
Q4 		$3.93M Buy
22,057
+889
+4% +$485K 0.17% 110
2024
Q3 		$4.2M Sell
21,168
-293
-1% -$157K 0.18% 104
2024
Q2 		$3.5M Buy
21,461
+990
+5% +$458K 0.16% 114
2024
Q1 		$2.96M Sell
20,471
-529
-3% -$232K 0.16% 103
2023
Q4 		$3.19M Buy
21,000
+14,441
+220% +$6.4M 0.2% 96
2023
Q3 		$2.68M Buy
6,559
+112
+2% +$49.7K 0.18% 100
2023
Q2 		$2.97M Buy
6,447
+2,815
+78% +$1.31M 0.22% 92
2023
Q1 		$1.72M Buy
3,632
+1,649
+83% +$773K 0.23% 90
2022
Q4 		$965K Buy
+1,983
New +$921K 0.17% 96

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

Daymark Wealth Partners's LMT Position: Q2 2026 in Review

Daymark Wealth Partners reduced its Lockheed Martin (LMT) stake by 4.2% in Q2 2026, selling an estimated $181K and leaving 7,650 shares worth $3.9M. The position accounts for 0.1% of the portfolio, ranked #162.

Daymark Wealth Partners first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.85M in Q3 2025. 2,785 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Daymark Wealth Partners held 7,650 shares of Lockheed Martin worth $3.9M as of Q2 2026.
  • Daymark Wealth Partners sold 335 Lockheed Martin shares in Q2 2026, an estimated $181K.
  • Lockheed Martin made up 0.1% of Daymark Wealth Partners's portfolio in Q2 2026, its #162 holding.
  • Daymark Wealth Partners first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
  • Daymark Wealth Partners's Lockheed Martin position peaked at $4.85M in Q3 2025.
  • 2,785 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.