HWM
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HB Wealth Management’s Lockheed Martin LMT Stock Holding History

HB 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 		$8.3M Sell
16,297
-658
-4% -$356K 0.05% 196
2026
Q1 		$10.2M Buy
16,955
+765
+5% +$471K 0.07% 156
2025
Q4 		$7.83M Buy
16,190
+1,331
+9% +$637K 0.05% 189
2025
Q3 		$7.42M Sell
14,859
-493
-3% -$224K 0.05% 196
2025
Q2 		$7.11M Buy
15,352
+1,502
+11% +$703K 0.06% 177
2025
Q1 		$6.19M Buy
13,850
+1,325
+11% +$610K 0.05% 194
2024
Q4 		$6.09M Buy
12,525
+573
+5% +$312K 0.06% 142
2024
Q3 		$6.99M Buy
11,952
+542
+5% +$291K 0.07% 131
2024
Q2 		$5.33M Buy
11,410
+565
+5% +$261K 0.06% 142
2024
Q1 		$4.93M Sell
10,845
-45
-0.4% -$19.7K 0.06% 150
2023
Q4 		$4.94M Buy
10,890
+370
+4% +$164K 0.07% 137
2023
Q3 		$4.3M Sell
10,520
-221
-2% -$98K 0.07% 139
2023
Q2 		$4.94M Buy
10,741
+422
+4% +$196K 0.08% 125
2023
Q1 		$4.88M Sell
10,319
-93
-0.9% -$43.6K 0.08% 119
2022
Q4 		$5.07M Buy
10,412
+160
+2% +$74.3K 0.09% 108
2022
Q3 		$3.96M Buy
10,252
+2,753
+37% +$1.15M 0.08% 113
2022
Q2 		$3.22M Buy
7,499
+2,026
+37% +$890K 0.07% 138
2022
Q1 		$2.42M Buy
5,473
+332
+6% +$135K 0.04% 162
2021
Q4 		$1.83M Buy
+5,141
New +$1.78M 0.04% 168

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

HB Wealth Management reduced its Lockheed Martin (LMT) stake by 3.9% in Q2 2026, selling an estimated $356K and leaving 16,297 shares worth $8.3M. The position accounts for 0.05% of the portfolio, ranked #196.

HB Wealth Management first reported a position in LMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.2M in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • HB Wealth Management held 16,297 shares of Lockheed Martin worth $8.3M as of Q2 2026.
  • HB Wealth Management sold 658 Lockheed Martin shares in Q2 2026, an estimated $356K.
  • Lockheed Martin made up 0.05% of HB Wealth Management's portfolio in Q2 2026, its #196 holding.
  • HB Wealth Management first reported a position in Lockheed Martin in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Lockheed Martin position peaked at $10.2M in Q1 2026.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.