Dynamic Wealth Strategies’s Lockheed Martin LMT Stock Holding History

Dynamic Wealth Strategies’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	$399K	Buy	784 +87	+12%	+$47K	0.21%	50
2026 Q1	$421K	Sell	697 -53	-7%	-$32.6K	0.24%	50
2025 Q4	$363K	Buy	750 +121	+19%	+$57.9K	0.22%	56
2025 Q3	$314K	Buy	629 +126	+25%	+$57.2K	0.21%	51
2025 Q2	$233K	Sell	503 -37	-7%	-$17.3K	0.17%	59
2025 Q1	$241K	Buy	540 +17	+3%	+$7.83K	0.2%	57
2024 Q4	$254K	Buy	523 +48	+10%	+$26.2K	0.23%	53
2024 Q3	$278K	Sell	475 -26	-5%	-$14K	0.23%	51
2024 Q2	$234K	Sell	501 -3	-0.6%	-$1.39K	0.2%	59
2024 Q1	$229K	Buy	504 +18	+4%	+$7.89K	0.2%	55
2023 Q4	$220K	Buy	+486	New	+$215K	0.2%	54

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

Dynamic Wealth Strategies's LMT Position: Q2 2026 in Review

Dynamic Wealth Strategies increased its Lockheed Martin (LMT) stake by 12% in Q2 2026, buying an estimated $47K and bringing the position to 784 shares worth $399K. The position accounts for 0.21% of the portfolio, ranked #50.

Dynamic Wealth Strategies first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $421K in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Dynamic Wealth Strategies held 784 shares of Lockheed Martin worth $399K as of Q2 2026.
Dynamic Wealth Strategies bought 87 Lockheed Martin shares in Q2 2026, an estimated $47K.
Lockheed Martin made up 0.21% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #50 holding.
Dynamic Wealth Strategies first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
Dynamic Wealth Strategies's Lockheed Martin position peaked at $421K in Q1 2026.
2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.