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Elwood & Goetz Wealth Advisory Group’s Lockheed Martin LMT Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$533K Sell
1,047
-2
-0.2% -$1.08K 0.08% 81
2026
Q1 		$634K Sell
1,049
-23
-2% -$14.2K 0.11% 58
2025
Q4 		$518K Sell
1,072
-31
-3% -$14.8K 0.09% 62
2025
Q3 		$551K Sell
1,103
-23
-2% -$10.4K 0.11% 62
2025
Q2 		$521K Sell
1,126
-109
-9% -$51K 0.11% 57
2025
Q1 		$552K Sell
1,235
-461
-27% -$212K 0.13% 44
2024
Q4 		$824K Sell
1,696
-42
-2% -$22.9K 0.2% 36
2024
Q3 		$1.02M Sell
1,738
-12
-0.7% -$6.44K 0.25% 32
2024
Q2 		$817K Sell
1,750
-25
-1% -$11.6K 0.23% 31
2024
Q1 		$807K Buy
1,775
+671
+61% +$294K 0.2% 38
2023
Q4 		$500K Buy
1,104
+17
+2% +$7.53K 0.11% 48
2023
Q3 		$445K Buy
1,087
+505
+87% +$224K 0.1% 50
2023
Q2 		$268K Buy
+582
New +$270K 0.06% 56

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Elwood & Goetz Wealth Advisory Group's LMT Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its Lockheed Martin (LMT) stake by 0.19% in Q2 2026, selling an estimated $1.08K and leaving 1,047 shares worth $533K. The position accounts for 0.08% of the portfolio, ranked #81.

Elwood & Goetz Wealth Advisory Group first reported a position in LMT in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.02M in Q3 2024. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 1,047 shares of Lockheed Martin worth $533K as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group sold 2 Lockheed Martin shares in Q2 2026, an estimated $1.08K.
  • Lockheed Martin made up 0.08% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #81 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Lockheed Martin in Q2 2023 and has held it in 13 quarters since.
  • Elwood & Goetz Wealth Advisory Group's Lockheed Martin position peaked at $1.02M in Q3 2024.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.