Gen-Wealth Partners’s Lockheed Martin LMT Stock Holding History

Gen-Wealth Partners’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	$88.7K	Buy	174 +14	+9%	+$7.57K	0.02%	348
2026 Q1	$96.5K	Sell	160 -62	-28%	-$38.2K	0.03%	333
2025 Q4	$107K	Sell	222 -6	-3%	-$2.87K	0.03%	319
2025 Q3	$114K	Buy	228 +30	+15%	+$13.6K	0.04%	305
2025 Q2	$91.7K	Sell	198 -17	-8%	-$7.96K	0.04%	292
2025 Q1	$96K	Sell	215 -6	-3%	-$2.76K	0.04%	277
2024 Q4	$107K	Sell	221 -15	-6%	-$8.18K	0.05%	277
2024 Q3	$129K	Sell	236 -12	-5%	-$6.44K	0.06%	262
2024 Q2	$116K	Sell	248 -1	-0.4%	-$462	0.06%	271
2024 Q1	$113K	Buy	+249	New	+$109K	0.06%	285

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Gen-Wealth Partners's LMT Position: Q2 2026 in Review

Gen-Wealth Partners increased its Lockheed Martin (LMT) stake by 8.8% in Q2 2026, buying an estimated $7.57K and bringing the position to 174 shares worth $88.7K. The position accounts for 0.02% of the portfolio, ranked #348.

Gen-Wealth Partners first reported a position in LMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $129K in Q3 2024. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Gen-Wealth Partners held 174 shares of Lockheed Martin worth $88.7K as of Q2 2026.
Gen-Wealth Partners bought 14 Lockheed Martin shares in Q2 2026, an estimated $7.57K.
Lockheed Martin made up 0.02% of Gen-Wealth Partners's portfolio in Q2 2026, its #348 holding.
Gen-Wealth Partners first reported a position in Lockheed Martin in Q1 2024 and has held it in 10 quarters since.
Gen-Wealth Partners's Lockheed Martin position peaked at $129K in Q3 2024.
2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.