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High Note Wealth’s Lockheed Martin LMT Stock Holding History

High Note Wealth’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 		$2.4M Buy
4,709
+86
+2% +$46.5K 0.41% 52
2026
Q1 		$2.79M Buy
4,623
+51
+1% +$31.4K 0.55% 42
2025
Q4 		$2.21M Sell
4,572
-17
-0.4% -$8.14K 0.43% 48
2025
Q3 		$2.29M Sell
4,589
-80
-2% -$36.3K 0.46% 48
2025
Q2 		$2.16M Sell
4,669
-18
-0.4% -$8.43K 0.5% 46
2025
Q1 		$2.09M Sell
4,687
-171
-4% -$78.7K 0.52% 39
2024
Q4 		$2.36M Buy
4,858
+98
+2% +$53.4K 0.61% 37
2024
Q3 		$2.78M Buy
4,760
+117
+3% +$62.8K 0.8% 32
2024
Q2 		$2.17M Buy
4,643
+792
+21% +$366K 0.66% 37
2024
Q1 		$1.75M Buy
3,851
+514
+15% +$225K 0.57% 35
2023
Q4 		$1.51M Buy
3,337
+256
+8% +$113K 0.57% 38
2023
Q3 		$1.26M Buy
3,081
+421
+16% +$187K 0.52% 42
2023
Q2 		$1.22M Sell
2,660
-27
-1% -$12.5K 0.5% 42
2023
Q1 		$1.27M Buy
2,687
+168
+7% +$78.8K 0.52% 43
2022
Q4 		$1.23M Buy
2,519
+176
+8% +$81.8K 0.51% 44
2022
Q3 		$1.11M Buy
2,343
+217
+10% +$90.6K 0.44% 47
2022
Q2 		$914K Buy
2,126
+361
+20% +$159K 0.36% 55
2022
Q1 		$779K Buy
+1,765
New +$715K 0.27% 58

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

High Note Wealth's LMT Position: Q2 2026 in Review

High Note Wealth increased its Lockheed Martin (LMT) stake by 1.9% in Q2 2026, buying an estimated $46.5K and bringing the position to 4,709 shares worth $2.4M. The position accounts for 0.41% of the portfolio, ranked #52.

High Note Wealth first reported a position in LMT in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.79M in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • High Note Wealth held 4,709 shares of Lockheed Martin worth $2.4M as of Q2 2026.
  • High Note Wealth bought 86 Lockheed Martin shares in Q2 2026, an estimated $46.5K.
  • Lockheed Martin made up 0.41% of High Note Wealth's portfolio in Q2 2026, its #52 holding.
  • High Note Wealth first reported a position in Lockheed Martin in Q1 2022 and has held it in 18 quarters since.
  • High Note Wealth's Lockheed Martin position peaked at $2.79M in Q1 2026.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.