EP
LMT icon

Essential Partners’s Lockheed Martin LMT Stock Holding History

Essential Partners’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 		$344K Buy
675
+17
+3% +$9.19K 0.16% 132
2026
Q1 		$398K Buy
658
+88
+15% +$54.2K 0.13% 173
2025
Q4 		$276K Buy
570
+409
+254% +$196K 0.08% 258
2025
Q3 		$80.4K Sell
161
-1,937
-92% -$879K 0.03% 484
2025
Q2 		$972K Buy
+2,098
New +$982K 0.39% 71

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

Essential Partners's LMT Position: Q2 2026 in Review

Essential Partners increased its Lockheed Martin (LMT) stake by 2.6% in Q2 2026, buying an estimated $9.19K and bringing the position to 675 shares worth $344K. The position accounts for 0.16% of the portfolio, ranked #132.

Essential Partners first reported a position in LMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $972K in Q2 2025. 2,771 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Essential Partners held 675 shares of Lockheed Martin worth $344K as of Q2 2026.
  • Essential Partners bought 17 Lockheed Martin shares in Q2 2026, an estimated $9.19K.
  • Lockheed Martin made up 0.16% of Essential Partners's portfolio in Q2 2026, its #132 holding.
  • Essential Partners first reported a position in Lockheed Martin in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Lockheed Martin position peaked at $972K in Q2 2025.
  • 2,771 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.