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Evolve Private Wealth’s Lockheed Martin LMT Stock Holding History

Evolve Private 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 		$1.46M Sell
2,853
-2,140
-43% -$1.16M 0.09% 205
2026
Q1 		$3.02M Buy
4,993
+1,929
+63% +$1.19M 0.16% 118
2025
Q4 		$1.48M Buy
+3,064
New +$1.47M 0.09% 208

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

Evolve Private Wealth's LMT Position: Q2 2026 in Review

Evolve Private Wealth reduced its Lockheed Martin (LMT) stake by 43% in Q2 2026, selling an estimated $1.16M and leaving 2,853 shares worth $1.46M. The position accounts for 0.09% of the portfolio, ranked #205.

Evolve Private Wealth first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.02M in Q1 2026. 2,761 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Evolve Private Wealth held 2,853 shares of Lockheed Martin worth $1.46M as of Q2 2026.
  • Evolve Private Wealth sold 2,140 Lockheed Martin shares in Q2 2026, an estimated $1.16M.
  • Lockheed Martin made up 0.09% of Evolve Private Wealth's portfolio in Q2 2026, its #205 holding.
  • Evolve Private Wealth first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Lockheed Martin position peaked at $3.02M in Q1 2026.
  • 2,761 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.