Ducere Wealth Management’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$397K Buy
778
+35
+5% +$18.9K 0.12% 100
2026
Q1
$449K Buy
743
+16
+2% +$9.86K 0.18% 80
2025
Q4
$352K Buy
+727
New +$348K 0.14% 93

Other funds holding LMT

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

Ducere Wealth Management increased its Lockheed Martin (LMT) stake by 4.7% in Q2 2026, buying an estimated $18.9K and bringing the position to 778 shares worth $397K. The position accounts for 0.12% of the portfolio, ranked #100.

Ducere Wealth Management first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $449K in Q1 2026. 2,768 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Ducere Wealth Management held 778 shares of Lockheed Martin worth $397K as of Q2 2026.
  • Ducere Wealth Management bought 35 Lockheed Martin shares in Q2 2026, an estimated $18.9K.
  • Lockheed Martin made up 0.12% of Ducere Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Ducere Wealth Management first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • Ducere Wealth Management's Lockheed Martin position peaked at $449K in Q1 2026.
  • 2,768 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Ducere Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.