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Evexia Wealth’s Lockheed Martin LMT Stock Holding History

Evexia Wealth’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 		– Sell
-328
Closed -$203K – 82
2026
Q1 		$203K Buy
+328
New +$202K 0.06% 81
2025
Q2 		– Sell
-11,102
Closed -$5.13M – 82
2025
Q1 		$5.13M Buy
11,102
+76
+0.7% +$35K 1.86% 20
2024
Q4 		$4.9M Buy
11,026
+135
+1% +$73.6K 1.66% 20
2024
Q3 		$6.59M Sell
10,891
-3,436
-24% -$1.84M 2.34% 19
2024
Q2 		$6.8M Sell
14,327
-479
-3% -$221K 2.55% 18
2024
Q1 		$6.67M Sell
14,806
-890
-6% -$390K 2.75% 18
2023
Q4 		$6.69M Buy
15,696
+445
+3% +$197K 2.82% 17
2023
Q3 		$6.83M Buy
15,251
+2,182
+17% +$968K 3.46% 11
2023
Q2 		$5.94M Buy
13,069
+122
+0.9% +$56.6K 2.85% 17
2023
Q1 		$5.87M Buy
+12,947
New +$6.07M 3.16% 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

Evexia Wealth's LMT Position: Q2 2026 in Review

Evexia Wealth sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 328 shares — an estimated $203K sold.

Evexia Wealth first reported a position in LMT in Q1 2023 and held it in 10 quarters. The position peaked at $6.83M in Q3 2023. 2,784 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Evexia Wealth reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Evexia Wealth sold 328 Lockheed Martin shares in Q2 2026, an estimated $203K.
  • Evexia Wealth first reported a position in Lockheed Martin in Q1 2023 and held it in 10 quarters.
  • Evexia Wealth's Lockheed Martin position peaked at $6.83M in Q3 2023.
  • 2,784 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Evexia Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.