EWM
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Evermay Wealth Management’s Lockheed Martin LMT Stock Holding History

Evermay 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 		$260K Sell
511
-575
-53% -$311K 0.03% 181
2026
Q1 		$656K Hold
1,086
– – 0.07% 110
2025
Q4 		$525K Hold
1,086
– – 0.06% 119
2025
Q3 		$542K Buy
1,086
+26
+2% +$11.8K 0.06% 118
2025
Q2 		$491K Sell
1,060
-50
-5% -$23.4K 0.06% 127
2025
Q1 		$496K Sell
1,110
-44
-4% -$20.3K 0.07% 125
2024
Q4 		$561K Hold
1,154
– – 0.08% 119
2024
Q3 		$674K Hold
1,154
– – 0.11% 108
2024
Q2 		$539K Sell
1,154
-25
-2% -$11.6K 0.09% 124
2024
Q1 		$536K Buy
1,179
+83
+8% +$36.4K 0.08% 121
2023
Q4 		$497K Buy
1,096
+577
+111% +$256K 0.09% 105
2023
Q3 		$212K Buy
519
+75
+17% +$33.3K 0.04% 166
2023
Q2 		$204K Buy
444
+10
+2% +$4.64K 0.04% 173
2023
Q1 		$205K Hold
434
– – 0.04% 169
2022
Q4 		$211K Buy
434
+25
+6% +$11.6K 0.04% 164
2022
Q3 		$158K Buy
409
+50
+14% +$20.9K 0.03% 181
2022
Q2 		$154K Hold
359
– – 0.03% 184
2022
Q1 		$158K Sell
359
-209
-37% -$84.7K 0.03% 210
2021
Q4 		$202K Buy
568
+32
+6% +$11.1K 0.04% 171
2021
Q3 		$185K Buy
536
+42
+9% +$15.2K 0.04% 168
2021
Q2 		$187K Buy
+494
New +$190K 0.03% 182
2020
Q4 		– Sell
-544
Closed -$209K – 172
2020
Q3 		$209K Buy
+544
New +$208K 0.05% 152
2020
Q1 		– Sell
-544
Closed -$212K – 149
2019
Q4 		$212K Buy
+544
New +$209K 0.05% 154

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

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

Evermay Wealth Management reduced its Lockheed Martin (LMT) stake by 53% in Q2 2026, selling an estimated $311K and leaving 511 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #181.

Evermay Wealth Management first reported a position in LMT in Q4 2019 and has held it in 23 quarters since. The position peaked at $674K in Q3 2024. 2,779 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Evermay Wealth Management held 511 shares of Lockheed Martin worth $260K as of Q2 2026.
  • Evermay Wealth Management sold 575 Lockheed Martin shares in Q2 2026, an estimated $311K.
  • Lockheed Martin made up 0.03% of Evermay Wealth Management's portfolio in Q2 2026, its #181 holding.
  • Evermay Wealth Management first reported a position in Lockheed Martin in Q4 2019 and has held it in 23 quarters since.
  • Evermay Wealth Management's Lockheed Martin position peaked at $674K in Q3 2024.
  • 2,779 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.