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GeoWealth Management’s Lockheed Martin LMT Stock Holding History

GeoWealth 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 		$799K Buy
1,568
+56
+4% +$30.3K 0.03% 379
2026
Q1 		$914K Buy
1,512
+14
+0.9% +$8.62K 0.03% 311
2025
Q4 		$725K Sell
1,498
-21
-1% -$10.1K 0.03% 357
2025
Q3 		$758K Sell
1,519
-69
-4% -$31.3K 0.03% 361
2025
Q2 		$735K Buy
1,588
+222
+16% +$104K 0.03% 324
2025
Q1 		$610K Sell
1,366
-654
-32% -$301K 0.02% 381
2024
Q4 		$982K Sell
2,020
-266
-12% -$145K 0.03% 299
2024
Q3 		$1.34M Sell
2,286
-78
-3% -$41.9K 0.05% 248
2024
Q2 		$1.1M Buy
2,364
+299
+14% +$138K 0.05% 248
2024
Q1 		$939K Buy
2,065
+282
+16% +$124K 0.04% 308
2023
Q4 		$808K Buy
1,783
+1,779
+44,475% +$788K 0.07% 244
2023
Q3 		$2K Sell
4
-1
-20% -$444 ﹤0.01% 471
2023
Q2 		$2K Buy
+5
New +$2.32K ﹤0.01% 430

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

GeoWealth Management's LMT Position: Q2 2026 in Review

GeoWealth Management increased its Lockheed Martin (LMT) stake by 3.7% in Q2 2026, buying an estimated $30.3K and bringing the position to 1,568 shares worth $799K. The position accounts for 0.03% of the portfolio, ranked #379.

GeoWealth Management first reported a position in LMT in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.34M in Q3 2024. 2,787 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • GeoWealth Management held 1,568 shares of Lockheed Martin worth $799K as of Q2 2026.
  • GeoWealth Management bought 56 Lockheed Martin shares in Q2 2026, an estimated $30.3K.
  • Lockheed Martin made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #379 holding.
  • GeoWealth Management first reported a position in Lockheed Martin in Q2 2023 and has held it in 13 quarters since.
  • GeoWealth Management's Lockheed Martin position peaked at $1.34M in Q3 2024.
  • 2,787 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.