Envestnet Portfolio Solutions
LMT icon

Envestnet Portfolio Solutions’s Lockheed Martin LMT Stock Holding History

Envestnet Portfolio Solutions’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 		$2.75M Sell
5,391
-464
-8% -$251K 0.01% 438
2026
Q1 		$3.54M Sell
5,855
-4,956
-46% -$3.05M 0.02% 342
2025
Q4 		$5.23M Sell
10,811
-364
-3% -$174K 0.02% 354
2025
Q3 		$5.58M Sell
11,175
-552
-5% -$250K 0.02% 332
2025
Q2 		$5.43M Sell
11,727
-9,998
-46% -$4.68M 0.02% 344
2025
Q1 		$9.7M Sell
21,725
-6,374
-23% -$2.93M 0.04% 234
2024
Q4 		$13.7M Sell
28,099
-3,441
-11% -$1.88M 0.04% 200
2024
Q3 		$18.4M Sell
31,540
-536
-2% -$288K 0.06% 153
2024
Q2 		$15M Buy
32,076
+2,282
+8% +$1.05M 0.05% 181
2024
Q1 		$13.6M Buy
29,794
+1,966
+7% +$862K 0.05% 186
2023
Q4 		$12.6M Buy
27,828
+1,638
+6% +$726K 0.05% 182
2023
Q3 		$10.7M Buy
+26,190
New +$11.6M 0.05% 178

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

Envestnet Portfolio Solutions's LMT Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Lockheed Martin (LMT) stake by 7.9% in Q2 2026, selling an estimated $251K and leaving 5,391 shares worth $2.75M. The position accounts for 0.01% of the portfolio, ranked #438.

Envestnet Portfolio Solutions first reported a position in LMT in Q3 2023 and has held it in 12 quarters since. The position peaked at $18.4M in Q3 2024. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Envestnet Portfolio Solutions held 5,391 shares of Lockheed Martin worth $2.75M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 464 Lockheed Martin shares in Q2 2026, an estimated $251K.
  • Lockheed Martin made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #438 holding.
  • Envestnet Portfolio Solutions first reported a position in Lockheed Martin in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Lockheed Martin position peaked at $18.4M in Q3 2024.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.