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Evergreen Wealth Solutions’s Lockheed Martin LMT Stock Holding History

Evergreen Wealth 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 		$666K Buy
1,114
+352
+46% +$190K 0.03% 267
2026
Q1 		$461K Buy
+762
New +$469K 0.03% 261

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 Solutions's LMT Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Lockheed Martin (LMT) stake by 46% in Q2 2026, buying an estimated $190K and bringing the position to 1,114 shares worth $666K. The position accounts for 0.03% of the portfolio, ranked #267.

Evergreen Wealth Solutions first reported a position in LMT in Q1 2026 and has held it in 2 quarters since. 2,777 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Evergreen Wealth Solutions held 1,114 shares of Lockheed Martin worth $666K as of Q2 2026.
  • Evergreen Wealth Solutions bought 352 Lockheed Martin shares in Q2 2026, an estimated $190K.
  • Lockheed Martin made up 0.03% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #267 holding.
  • Evergreen Wealth Solutions first reported a position in Lockheed Martin in Q1 2026 and has held it in 2 quarters since.
  • 2,777 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.