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EPG Wealth Management’s Lockheed Martin LMT Stock Holding History

EPG Wealth 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 		$2.47M Buy
4,855
+773
+19% +$418K 0.59% 47
2026
Q1 		$2.47M Buy
4,082
+61
+2% +$37.6K 0.67% 40
2025
Q4 		$1.94M Buy
4,021
+159
+4% +$76.1K 0.52% 53
2025
Q3 		$1.93M Buy
3,862
+62
+2% +$28.1K 0.53% 49
2025
Q2 		$1.76M Buy
3,800
+26
+0.7% +$12.2K 0.53% 52
2025
Q1 		$1.69M Buy
3,774
+201
+6% +$92.5K 0.47% 55
2024
Q4 		$1.74M Sell
3,573
-97
-3% -$52.9K 0.46% 56
2024
Q3 		$2.15M Buy
+3,670
New +$1.97M 0.54% 42
2024
Q2 		– Sell
-4,169
Closed -$1.93M – 58
2024
Q1 		$1.9M Buy
4,169
+44
+1% +$19.3K 0.46% 56
2023
Q4 		$1.76M Buy
4,125
+56
+1% +$24.8K 0.46% 55
2023
Q3 		$1.66M Sell
4,069
-72
-2% -$31.9K 0.5% 45
2023
Q2 		$1.91M Sell
4,141
-133
-3% -$61.7K 0.56% 41
2023
Q1 		$2.02M Buy
4,274
+840
+24% +$394K 0.64% 32
2022
Q4 		$1.67M Sell
3,434
-44
-1% -$20.4K 0.64% 31
2022
Q3 		$1.34M Buy
3,478
+122
+4% +$50.9K 0.55% 34
2022
Q2 		$1.44M Buy
3,356
+174
+5% +$76.4K 0.62% 36
2022
Q1 		$1.41M Buy
3,182
+171
+6% +$69.3K 0.49% 47
2021
Q4 		$1.07M Buy
3,011
+714
+31% +$247K 0.38% 57
2021
Q3 		$793K Buy
2,297
+141
+7% +$51K 0.32% 70
2021
Q2 		$816K Buy
2,156
+131
+6% +$50.4K 0.35% 70
2021
Q1 		$748K Buy
2,025
+27
+1% +$9.26K 0.36% 63
2020
Q4 		$709K Sell
1,998
-135
-6% -$49.6K 0.43% 52
2020
Q3 		$817K Buy
2,133
+467
+28% +$178K 0.6% 40
2020
Q2 		$608K Sell
1,666
-449
-21% -$170K 0.43% 55
2020
Q1 		$717K Buy
2,115
+425
+25% +$167K 0.53% 48
2019
Q4 		$658K Buy
+1,690
New +$649K 0.48% 43

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

EPG Wealth Management's LMT Position: Q2 2026 in Review

EPG Wealth Management increased its Lockheed Martin (LMT) stake by 19% in Q2 2026, buying an estimated $418K and bringing the position to 4,855 shares worth $2.47M. The position accounts for 0.59% of the portfolio, ranked #47.

EPG Wealth Management first reported a position in LMT in Q4 2019 and has held it in 26 quarters since. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • EPG Wealth Management held 4,855 shares of Lockheed Martin worth $2.47M as of Q2 2026.
  • EPG Wealth Management bought 773 Lockheed Martin shares in Q2 2026, an estimated $418K.
  • Lockheed Martin made up 0.59% of EPG Wealth Management's portfolio in Q2 2026, its #47 holding.
  • EPG Wealth Management first reported a position in Lockheed Martin in Q4 2019 and has held it in 26 quarters since.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.