Elevatus Welath Management’s Lockheed Martin LMT Stock Holding History

Elevatus Welath 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	$438K	Buy	861 +76	+10%	+$41.1K	0.11%	137
2026 Q1	$475K	Sell	785 -4	-0.5%	-$2.46K	0.25%	74
2025 Q4	$381K	Buy	789 +66	+9%	+$31.6K	0.1%	104
2025 Q3	$361K	Sell	723 -10,094	-93%	-$4.58M	0.1%	90
2025 Q2	$5.01M	Buy	+10,817	New	+$5.06M	1.67%	21
2025 Q1	–	Sell	-414	Closed	-$201K	–	113
2024 Q4	$201K	Hold	414	–	–	0.07%	106
2024 Q3	$242K	Buy	+414	New	+$222K	0.08%	83

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Elevatus Welath Management's LMT Position: Q2 2026 in Review

Elevatus Welath Management increased its Lockheed Martin (LMT) stake by 9.7% in Q2 2026, buying an estimated $41.1K and bringing the position to 861 shares worth $438K. The position accounts for 0.11% of the portfolio, ranked #137.

Elevatus Welath Management first reported a position in LMT in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.01M in Q2 2025. 2,776 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Elevatus Welath Management held 861 shares of Lockheed Martin worth $438K as of Q2 2026.
Elevatus Welath Management bought 76 Lockheed Martin shares in Q2 2026, an estimated $41.1K.
Lockheed Martin made up 0.11% of Elevatus Welath Management's portfolio in Q2 2026, its #137 holding.
Elevatus Welath Management first reported a position in Lockheed Martin in Q3 2024 and has held it in 7 quarters since.
Elevatus Welath Management's Lockheed Martin position peaked at $5.01M in Q2 2025.
2,776 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.