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Dogwood Wealth Management’s Lockheed Martin LMT Stock Holding History

Dogwood 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 		$21.4K Buy
42
+12
+40% +$6.49K 0.01% 240
2026
Q1 		$18.1K Buy
30
+13
+76% +$8.01K 0.01% 255
2025
Q4 		$8.22K Sell
17
-1
-6% -$479 ﹤0.01% 329
2025
Q3 		$9.13K Buy
18
+3
+20% +$1.36K ﹤0.01% 289
2025
Q2 		$7.07K Buy
15
+9
+150% +$4.21K ﹤0.01% 346
2025
Q1 		$2.8K Sell
6
-1,222
-100% -$563K ﹤0.01% 299
2024
Q4 		$597K Buy
1,228
+378
+44% +$206K 0.32% 68
2024
Q3 		$497K Sell
850
-7
-0.8% -$3.76K 0.29% 69
2024
Q2 		$401K Buy
857
+151
+21% +$69.8K 0.25% 61
2024
Q1 		$321K Buy
706
+121
+21% +$53K 0.22% 65
2023
Q4 		$265K Buy
+585
New +$259K 0.21% 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

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

Dogwood Wealth Management increased its Lockheed Martin (LMT) stake by 40% in Q2 2026, buying an estimated $6.49K and bringing the position to 42 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #240.

Dogwood Wealth Management first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $597K in Q4 2024. 2,785 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Dogwood Wealth Management held 42 shares of Lockheed Martin worth $21.4K as of Q2 2026.
  • Dogwood Wealth Management bought 12 Lockheed Martin shares in Q2 2026, an estimated $6.49K.
  • Lockheed Martin made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #240 holding.
  • Dogwood Wealth Management first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's Lockheed Martin position peaked at $597K in Q4 2024.
  • 2,785 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.