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Golden State Equity Partners’s Lockheed Martin LMT Stock Holding History

Golden State Equity 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 		$2.04K Sell
4
-4,723
-100% -$2.55M 0.01% 332
2026
Q1 		$2.86M Buy
4,727
+2,251
+91% +$1.39M 0.22% 107
2025
Q4 		$1.2M Buy
2,476
+61
+3% +$29.2K 0.19% 117
2025
Q3 		$1.21M Sell
2,415
-389
-14% -$176K 0.2% 122
2025
Q2 		$1.3M Sell
2,804
-105
-4% -$49.1K 0.24% 99
2025
Q1 		$1.3M Sell
2,909
-405
-12% -$186K 0.26% 97
2024
Q4 		$1.61M Buy
3,314
+2,415
+269% +$1.32M 0.31% 70
2024
Q3 		$526K Sell
899
-2,931
-77% -$1.57M 0.28% 81
2024
Q2 		$1.79M Buy
+3,830
New +$1.77M 0.37% 59
2023
Q4 		$1.74M Sell
3,830
-332
-8% -$147K 0.42% 57
2023
Q3 		$1.7M Sell
4,162
-108
-3% -$47.9K 0.47% 53
2023
Q2 		$1.97M Buy
4,270
+1,802
+73% +$836K 0.55% 38
2023
Q1 		$1.17M Buy
+2,468
New +$1.16M 0.63% 48
2022
Q1 		$783K Buy
+1,773
New +$719K 0.39% 72
2021
Q4 		– Sell
-3,733
Closed -$1.29M – 218
2021
Q3 		$1.29M Buy
3,733
+2,392
+178% +$866K 0.53% 46
2021
Q2 		$507K Buy
1,341
+316
+31% +$121K 0.2% 124
2021
Q1 		$379K Buy
+1,025
New +$352K 0.22% 105

Other funds holding LMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Golden State Equity Partners's LMT Position: Q2 2026 in Review

Golden State Equity Partners reduced its Lockheed Martin (LMT) stake by 100% in Q2 2026, selling an estimated $2.55M and leaving 4 shares worth $2.04K. The position accounts for 0.01% of the portfolio, ranked #332.

Golden State Equity Partners first reported a position in LMT in Q1 2021 and has held it in 17 quarters since. The position peaked at $2.86M in Q1 2026. 1,344 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Golden State Equity Partners held 4 shares of Lockheed Martin worth $2.04K as of Q2 2026.
  • Golden State Equity Partners sold 4,723 Lockheed Martin shares in Q2 2026, an estimated $2.55M.
  • Lockheed Martin made up 0.01% of Golden State Equity Partners's portfolio in Q2 2026, its #332 holding.
  • Golden State Equity Partners first reported a position in Lockheed Martin in Q1 2021 and has held it in 17 quarters since.
  • Golden State Equity Partners's Lockheed Martin position peaked at $2.86M in Q1 2026.
  • 1,344 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.