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Element Wealth’s Lockheed Martin LMT Stock Holding History

Element Wealth’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 		$297K Buy
582
+28
+5% +$15.1K 0.11% 168
2026
Q1 		$335K Buy
554
+10
+2% +$6.16K 0.14% 149
2025
Q4 		$263K Buy
544
+1
+0.2% +$479 0.11% 166
2025
Q3 		$271K Buy
543
+1
+0.2% +$454 0.12% 154
2025
Q2 		$251K Buy
542
+33
+6% +$15.4K 0.12% 151
2025
Q1 		$227K Buy
509
+1
+0.2% +$460 0.12% 139
2024
Q4 		$247K Sell
508
-19
-4% -$10.4K 0.13% 124
2024
Q3 		$308K Buy
527
+58
+12% +$31.1K 0.16% 113
2024
Q2 		$219K Buy
+469
New +$217K 0.12% 132

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

Element Wealth's LMT Position: Q2 2026 in Review

Element Wealth increased its Lockheed Martin (LMT) stake by 5.1% in Q2 2026, buying an estimated $15.1K and bringing the position to 582 shares worth $297K. The position accounts for 0.11% of the portfolio, ranked #168.

Element Wealth first reported a position in LMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $335K in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Element Wealth held 582 shares of Lockheed Martin worth $297K as of Q2 2026.
  • Element Wealth bought 28 Lockheed Martin shares in Q2 2026, an estimated $15.1K.
  • Lockheed Martin made up 0.11% of Element Wealth's portfolio in Q2 2026, its #168 holding.
  • Element Wealth first reported a position in Lockheed Martin in Q2 2024 and has held it in 9 quarters since.
  • Element Wealth's Lockheed Martin position peaked at $335K in Q1 2026.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.