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Evergreen Wealth Management’s Lockheed Martin LMT Stock Holding History

Evergreen 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 		$2.17M Buy
4,264
+54
+1% +$29.2K 1.02% 33
2026
Q1 		$2.54M Sell
4,210
-2,275
-35% -$1.4M 1.31% 28
2025
Q4 		$3.14M Buy
6,485
+145
+2% +$69.4K 1.58% 23
2025
Q3 		$3.16M Sell
6,340
-17
-0.3% -$7.71K 1.66% 22
2025
Q2 		$2.94M Buy
6,357
+60
+1% +$28.1K 1.65% 21
2025
Q1 		$2.81M Buy
6,297
+124
+2% +$57.1K 1.68% 21
2024
Q4 		$3M Sell
6,173
-267
-4% -$146K 1.77% 24
2024
Q3 		$3.76M Buy
6,440
+1,057
+20% +$568K 2.27% 17
2024
Q2 		$2.51M Hold
5,383
– – 1.67% 22
2024
Q1 		$2.45M Hold
5,383
– – 1.66% 24
2023
Q4 		$2.44M Buy
5,383
+136
+3% +$60.3K 1.79% 21
2023
Q3 		$2.15M Buy
5,247
+75
+1% +$33.3K 1.7% 20
2023
Q2 		$2.38M Buy
5,172
+62
+1% +$28.8K 1.87% 19
2023
Q1 		$2.42M Buy
5,110
+74
+1% +$34.7K 2.14% 17
2022
Q4 		$2.45M Buy
+5,036
New +$2.34M 2.25% 15

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

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

Evergreen Wealth Management increased its Lockheed Martin (LMT) stake by 1.3% in Q2 2026, buying an estimated $29.2K and bringing the position to 4,264 shares worth $2.17M. The position accounts for 1.02% of the portfolio, ranked #33.

Evergreen Wealth Management first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.76M in Q3 2024. 2,783 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Evergreen Wealth Management held 4,264 shares of Lockheed Martin worth $2.17M as of Q2 2026.
  • Evergreen Wealth Management bought 54 Lockheed Martin shares in Q2 2026, an estimated $29.2K.
  • Lockheed Martin made up 1.02% of Evergreen Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Evergreen Wealth Management first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
  • Evergreen Wealth Management's Lockheed Martin position peaked at $3.76M in Q3 2024.
  • 2,783 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.