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Flagship Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Flagship Wealth Advisors’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 		$226K Sell
444
-85
-16% -$46K 0.05% 141
2026
Q1 		$245K Buy
529
+45
+9% +$27.7K 0.11% 92
2025
Q4 		$234K Sell
484
-45
-9% -$21.5K 0.07% 114
2025
Q3 		$264K Hold
529
– – 0.09% 100
2025
Q2 		$245K Hold
529
– – 0.09% 102
2025
Q1 		$236K Hold
529
– – 0.1% 99
2024
Q4 		$257K Buy
+529
New +$288K 0.15% 81

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

Flagship Wealth Advisors's LMT Position: Q2 2026 in Review

Flagship Wealth Advisors reduced its Lockheed Martin (LMT) stake by 16% in Q2 2026, selling an estimated $46K and leaving 444 shares worth $226K. The position accounts for 0.05% of the portfolio, ranked #141.

Flagship Wealth Advisors first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $264K in Q3 2025. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Flagship Wealth Advisors held 444 shares of Lockheed Martin worth $226K as of Q2 2026.
  • Flagship Wealth Advisors sold 85 Lockheed Martin shares in Q2 2026, an estimated $46K.
  • Lockheed Martin made up 0.05% of Flagship Wealth Advisors's portfolio in Q2 2026, its #141 holding.
  • Flagship Wealth Advisors first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • Flagship Wealth Advisors's Lockheed Martin position peaked at $264K in Q3 2025.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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