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Finer Wealth Management’s Lockheed Martin LMT Stock Holding History

Finer 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 		$952K Sell
1,869
-235
-11% -$127K 0.43% 45
2026
Q1 		$1.27M Sell
2,104
-268
-11% -$165K 0.64% 36
2025
Q4 		$1.15M Sell
2,372
-1,323
-36% -$633K 0.56% 38
2025
Q3 		$1.84M Sell
3,695
-68
-2% -$30.9K 0.92% 29
2025
Q2 		$1.74M Buy
3,763
+416
+12% +$195K 0.93% 30
2025
Q1 		$1.5M Buy
3,347
+185
+6% +$85.2K 0.9% 29
2024
Q4 		$1.54M Buy
3,162
+252
+9% +$137K 0.88% 29
2024
Q3 		$1.7M Buy
2,910
+416
+17% +$223K 1.05% 26
2024
Q2 		$1.16M Buy
2,494
+184
+8% +$85K 0.75% 31
2024
Q1 		$1.05M Buy
2,310
+722
+45% +$316K 0.69% 35
2023
Q4 		$720K Buy
1,588
+588
+59% +$261K 0.54% 43
2023
Q3 		$409K Buy
+1,000
New +$444K 0.33% 54

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

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

Finer Wealth Management reduced its Lockheed Martin (LMT) stake by 11% in Q2 2026, selling an estimated $127K and leaving 1,869 shares worth $952K. The position accounts for 0.43% of the portfolio, ranked #45.

Finer Wealth Management first reported a position in LMT in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.84M in Q3 2025. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Finer Wealth Management held 1,869 shares of Lockheed Martin worth $952K as of Q2 2026.
  • Finer Wealth Management sold 235 Lockheed Martin shares in Q2 2026, an estimated $127K.
  • Lockheed Martin made up 0.43% of Finer Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Finer Wealth Management first reported a position in Lockheed Martin in Q3 2023 and has held it in 12 quarters since.
  • Finer Wealth Management's Lockheed Martin position peaked at $1.84M in Q3 2025.
  • 2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.