GWM
LMT icon

Greenwich Wealth Management’s Lockheed Martin LMT Stock Holding History

Greenwich 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 		$258K Sell
506
-161
-24% -$87K 0.01% 255
2026
Q1 		$403K Sell
667
-16
-2% -$9.86K 0.02% 217
2025
Q4 		$330K Buy
683
+161
+31% +$77K 0.01% 225
2025
Q3 		$261K Buy
522
+47
+10% +$21.3K 0.01% 243
2025
Q2 		$220K Sell
475
-17
-3% -$7.96K 0.01% 228
2025
Q1 		$220K Buy
492
+26
+6% +$12K 0.02% 220
2024
Q4 		$227K Sell
466
-57
-11% -$31.1K 0.02% 224
2024
Q3 		$306K Buy
523
+33
+7% +$17.7K 0.02% 199
2024
Q2 		$229K Sell
490
-6
-1% -$2.77K 0.02% 217
2024
Q1 		$226K Buy
496
+25
+5% +$11K 0.02% 212
2023
Q4 		$214K Buy
+471
New +$209K 0.02% 209
2023
Q3 		– Sell
-444
Closed -$204K – 233
2023
Q2 		$204K Sell
444
-20
-4% -$9.28K 0.02% 212
2023
Q1 		$219K Buy
464
+9
+2% +$4.22K 0.02% 206
2022
Q4 		$221K Buy
+455
New +$211K 0.02% 207
2022
Q3 		– Sell
-490
Closed -$211K – 242
2022
Q2 		$211K Sell
490
-42
-8% -$18.4K 0.03% 214
2022
Q1 		$235K Sell
532
-42
-7% -$17K 0.02% 208
2021
Q4 		$204K Buy
+574
New +$199K 0.02% 231
2020
Q4 		– Sell
-528
Closed -$202K – 196
2020
Q3 		$202K Buy
+528
New +$202K 0.04% 177
2020
Q1 		– Sell
-517
Closed -$201K – 194
2019
Q4 		$201K Hold
517
– – 0.04% 179
2019
Q3 		$202K Sell
517
-161
-24% -$60.5K 0.04% 173
2019
Q2 		$247K Buy
+678
New +$227K 0.04% 167

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

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

Greenwich Wealth Management reduced its Lockheed Martin (LMT) stake by 24% in Q2 2026, selling an estimated $87K and leaving 506 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #255.

Greenwich Wealth Management first reported a position in LMT in Q2 2019 and has held it in 21 quarters since. The position peaked at $403K in Q1 2026. 2,785 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Greenwich Wealth Management held 506 shares of Lockheed Martin worth $258K as of Q2 2026.
  • Greenwich Wealth Management sold 161 Lockheed Martin shares in Q2 2026, an estimated $87K.
  • Lockheed Martin made up 0.01% of Greenwich Wealth Management's portfolio in Q2 2026, its #255 holding.
  • Greenwich Wealth Management first reported a position in Lockheed Martin in Q2 2019 and has held it in 21 quarters since.
  • Greenwich Wealth Management's Lockheed Martin position peaked at $403K in Q1 2026.
  • 2,785 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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