Focus Partners Wealth
LMT icon

Focus Partners Wealth’s Lockheed Martin LMT Stock Holding History

Focus Partners 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 		$110M Sell
215,672
-31,734
-13% -$17.2M 0.11% 176
2026
Q1 		$149M Buy
247,406
+16,514
+7% +$10.2M 0.17% 131
2025
Q4 		$112M Buy
230,892
+98,502
+74% +$47.1M 0.13% 162
2025
Q3 		$66.1M Buy
132,390
+19,903
+18% +$9.03M 0.11% 168
2025
Q2 		$52.1M Buy
112,487
+532
+0.5% +$249K 0.11% 183
2025
Q1 		$50M Sell
111,955
-1,774
-2% -$817K 0.13% 165
2024
Q4 		$55.3M Buy
113,729
+8,952
+9% +$4.88M 0.14% 146
2024
Q3 		$61.2M Buy
104,777
+331
+0.3% +$178K 0.2% 109
2024
Q2 		$48.8M Buy
104,446
+90,307
+639% +$41.7M 0.16% 135
2024
Q1 		$6.43M Buy
14,139
+9,163
+184% +$4.02M 0.05% 277
2023
Q4 		$2.25M Buy
+4,976
New +$2.2M 0.03% 336

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Focus Partners Wealth's LMT Position: Q2 2026 in Review

Focus Partners Wealth reduced its Lockheed Martin (LMT) stake by 13% in Q2 2026, selling an estimated $17.2M and leaving 215,672 shares worth $110M. The position accounts for 0.11% of the portfolio, ranked #176.

Focus Partners Wealth first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $149M in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Focus Partners Wealth held 215,672 shares of Lockheed Martin worth $110M as of Q2 2026.
  • Focus Partners Wealth sold 31,734 Lockheed Martin shares in Q2 2026, an estimated $17.2M.
  • Lockheed Martin made up 0.11% of Focus Partners Wealth's portfolio in Q2 2026, its #176 holding.
  • Focus Partners Wealth first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Lockheed Martin position peaked at $149M in Q1 2026.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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