DHJJ Financial Advisors’s Lockheed Martin LMT Stock Holding History

DHJJ Financial Advisors’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	$122K	Hold	240	–	–	0.04%	284
2026 Q1	$145K	Hold	240	–	–	0.05%	240
2025 Q4	$116K	Hold	240	–	–	0.04%	255
2025 Q3	$120K	Hold	240	–	–	0.04%	234
2025 Q2	$111K	Buy	240 +239	+23,900%	+$112K	0.04%	236
2025 Q1	$447	Hold	1	–	–	﹤0.01%	763
2024 Q4	$486	Hold	1	–	–	﹤0.01%	725
2024 Q3	$585	Hold	1	–	–	﹤0.01%	689
2024 Q2	$468	Hold	1	–	–	﹤0.01%	663
2024 Q1	$455	Hold	1	–	–	﹤0.01%	657
2023 Q4	$454	Hold	1	–	–	﹤0.01%	638
2023 Q3	$409	Buy	+1	New	+$444	﹤0.01%	640

Other funds holding LMT

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

DHJJ Financial Advisors's LMT Position: Q2 2026 in Review

DHJJ Financial Advisors held its Lockheed Martin (LMT) position steady in Q2 2026 at 240 shares worth $122K. The position accounts for 0.04% of the portfolio, ranked #284.

DHJJ Financial Advisors first reported a position in LMT in Q3 2023 and has held it in 12 quarters since. The position peaked at $145K in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

DHJJ Financial Advisors held 240 shares of Lockheed Martin worth $122K as of Q2 2026.
DHJJ Financial Advisors left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 0.04% of DHJJ Financial Advisors's portfolio in Q2 2026, its #284 holding.
DHJJ Financial Advisors first reported a position in Lockheed Martin in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Lockheed Martin position peaked at $145K in Q1 2026.
2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.