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Glass Wealth Management’s Lockheed Martin LMT Stock Holding History

Glass 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 		$5.09M Buy
9,985
+276
+3% +$149K 1.7% 21
2026
Q1 		$5.87M Buy
9,709
+96
+1% +$59.1K 2.27% 17
2025
Q4 		$4.65M Sell
9,613
-191
-2% -$91.4K 1.91% 17
2025
Q3 		$4.89M Buy
9,804
+159
+2% +$72.1K 2.18% 14
2025
Q2 		$4.47M Buy
9,645
+49
+0.5% +$22.9K 2.38% 11
2025
Q1 		$4.29M Sell
9,596
-605
-6% -$278K 2.57% 10
2024
Q4 		$4.96M Buy
10,201
+395
+4% +$215K 2.7% 8
2024
Q3 		$5.73M Buy
9,806
+265
+3% +$142K 3.17% 9
2024
Q2 		$4.46M Buy
9,541
+80
+0.8% +$37K 2.61% 9
2024
Q1 		$4.3M Buy
+9,461
New +$4.15M 2.63% 10

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

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

Glass Wealth Management increased its Lockheed Martin (LMT) stake by 2.8% in Q2 2026, buying an estimated $149K and bringing the position to 9,985 shares worth $5.09M. The position accounts for 1.7% of the portfolio, ranked #21.

Glass Wealth Management first reported a position in LMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.87M in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Glass Wealth Management held 9,985 shares of Lockheed Martin worth $5.09M as of Q2 2026.
  • Glass Wealth Management bought 276 Lockheed Martin shares in Q2 2026, an estimated $149K.
  • Lockheed Martin made up 1.7% of Glass Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Glass Wealth Management first reported a position in Lockheed Martin in Q1 2024 and has held it in 10 quarters since.
  • Glass Wealth Management's Lockheed Martin position peaked at $5.87M in Q1 2026.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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